ACK Asset Management LLC.

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · $761M (13F)Positions · 21Turnover · — · Q1Filed · May 15, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$101M deployed

EXITS

No exits

SECTOR SHIFT

—

No prior quarter data

3YR HIT RATE

—

Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q1
1	MTRN	MTRN	475K	$69M	8.6%	±0%
2	WMS	WMS	390K	$53M	6.7%	±0%
3	ATS	ATS	1.85M	$52M	6.5%	±0%
4	ROG	ROG	475K	$51M	6.4%	+9%
5	HLIO	HLIO	780K	$50M	6.3%	±0%
6	LFUS	LFUS	135K	$46M	5.7%	NEW
7	CNM	CNM	900K	$44M	5.5%	±0%
8	NOVT	NOVT	375K	$44M	5.5%	±0%
9	SITE	SITE	330K	$44M	5.5%	±0%
10	ASTE	ASTE	787K	$42M	5.3%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE ACK SIGNAL

ACK Asset Management LLC is a Other fund managing $761 million in assets. The fund runs a focused portfolio of just 21 positions.

§ 04 · FILING HISTORY

1 FILINGS

Q1 2026

Steady book

+0 buys · −0 exits · 0 changed

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q2 2025

Steady book

+0 buys · −0 exits · 0 changed

Q1 2025

Steady book

+0 buys · −0 exits · 0 changed