ACK Asset Management LLC Q4 2018 Filing

Filed February 12, 2019

Portfolio Value

$294.9B

Holdings

29

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
ATROATRO
1,180,000$32.0B10.87%
2
DYDY
420,000$26.4B8.97%
3
ATSG*ATSG
1,225,000$26.2B8.89%
4
ENSENS
360,000$25.8B8.75%
5
WMSWMS
1,171,400$25.7B8.73%
6
VRRMVRRM
1,630,436$15.0B5.09%
7
CRAY
605,000$14.4B4.90%
8
PWRPWR
455,000$14.2B4.82%
9
KWKW
822,034$13.1B4.46%
10
RG6ROG
105,000$11.8B4.01%
11
QA4ATHRM
290,000$10.2B3.46%
12
MIXTMIXT
630,000$10.2B3.46%
13
FORRFORR
210,000$9.3B3.16%
14297,700$8.6B2.93%
15
AGYSAGYS
650,000$8.4B2.84%
16
MTZMTZ
180,000$7.2B2.45%
17
TRNSTRNS
385,000$6.5B2.20%
18
HXLHXL
100,000$5.8B1.95%
19
MOBL
1,070,000$5.4B1.85%
20
RUSHARUSHA
150,000$5.2B1.76%
21
AXONAAXN
90,000$4.1B1.38%
22
LEGHLEGH
300,000$3.6B1.22%
23
ESIO
160,000$2.6B0.90%
24
MANHMANH
50,000$2.3B0.79%
25
THRM
1,750$151.0M0.05%
26
VNE
800$148.1M0.05%
27
ESIO
1,600$82.1M0.03%
28
CLH
500$68.3M0.02%
29
LLL
150$57.9M0.02%