ACK Asset Management LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$544.6M

Holdings

25

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
MTRNMTRN
515,500$45.1M8.28%
2
EMEEME
300,000$44.4M8.16%
3
RG6ROG
370,000$44.2M8.11%
4
ENSENS
551,500$40.7M7.48%
5
DYDY
415,000$38.8M7.13%
6
MTZMTZ
440,200$37.6M6.90%
7
ATSATS
1,075,000$33.4M6.14%
8
ALNTAMOT
807,400$28.1M5.16%
9
ATKRATKR
245,000$27.8M5.10%
10
3TYTITN
679,700$27.0M4.96%
11
QA4ATHRM
389,258$25.4M4.67%
12
ZWSZWS
844,700$17.9M3.28%
13
THRYTHRY
875,509$16.6M3.05%
14
LUNA
1,843,859$16.2M2.98%
15
ERIIERII
727,400$14.9M2.74%
16
MCFTMCFT
556,500$14.4M2.64%
17
HLIOHLIO
255,000$13.9M2.55%
18187,271$11.2M2.05%
19
ATROATRO
875,000$9.0M1.65%
20
ONEWONEW
314,600$9.0M1.65%
21
MDA
1,414,100$6.7M1.23%
22
ATCXATCX
1,289,266$6.6M1.22%
23
BLDRBLDR
101,200$6.6M1.21%
24
CTSCTS
156,500$6.2M1.13%
25
POWLPOWL
82,500$2.9M0.53%