ACK Asset Management LLC Q4 2017 Filing

Filed February 12, 2018

Portfolio Value

$445.4M

Holdings

32

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (32 positions)

#StockSharesValue% PortfolioType
1
DYDY
360,000$40.1M9.01%
2
ATROATRO
926,700$38.4M8.63%
3
WMSWMS
1,500,000$35.8M8.03%
4
MCRN
1,400,000$26.8M6.02%
5295,000$23.2M5.21%
6
VCVC
175,000$21.9M4.92%
7
MTZMTZ
400,000$19.6M4.40%
8
PLYAPLYA
1,803,300$19.5M4.37%
9
VMIVMI
107,000$17.7M3.98%
10
KNXKNX
400,000$17.5M3.93%
11537,300$15.1M3.40%
12
MTRNMTRN
310,000$15.1M3.38%
13
OECOEC
581,000$14.9M3.34%
14
KWKW
825,000$14.3M3.21%
15
ALNTAMOT
381,500$12.6M2.83%
16
EXPEXP
100,000$11.3M2.54%
17
SPBSPB
100,000$11.2M2.52%
18
WAGE
160,900$10.0M2.24%
19
MANT
190,000$9.5M2.14%
20
CVLGCVTI
331,806$9.5M2.14%
21
RG6ROG
55,685$9.0M2.02%
22275,000$8.4M1.89%
23
TFIITFII CN
225,000$5.9M1.32%
24
FAROFARO
120,000$5.6M1.27%
25
AXONAAXN
210,010$5.6M1.25%
26
CRAY
225,000$5.4M1.22%
27
MRCYMRCY
80,000$4.1M0.92%
28
AGYSAGYS
324,100$4.0M0.89%
29
USAK
217,400$3.9M0.88%
30
ATSG*ATSG
143,572$3.3M0.75%
31
AVDAVD
159,800$3.1M0.71%
32
LMBLMB
200,000$2.8M0.62%