StockDriftsStockDriftsTop 19 Ack Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTRN | MTRN | 8.57% | 474.8K | $68.7M | +0.00%(+0) | $70.46(+190.96%) | 2026-03-31 | |
| WMS | WMS | 6.68% | 390.0K | $53.5M | +0.00%(+0) | $113.29(+19.72%) | 2026-03-31 | |
| ATS | ATS | 6.5% | 1.85M | $52.1M | +0.00%(+0) | $32.49(-1.50%) | 2026-03-31 | |
| ROG | ROG | 6.36% | 475.0K | $51.0M | +8.77%(+38.29K) | $136.50(+2.35%) | 2026-03-31 | |
| HLIO | HLIO | 6.3% | 780.4K | $50.5M | +0.00%(+0) | $42.88(+79.63%) | 2026-03-31 | |
| LFUS | LFUS | 5.72% | 135.0K | $45.8M | new | $296.14(+50.64%) | 2026-03-31 | |
| CNM | CNM | 5.55% | 900.0K | $44.5M | +0.00%(+0) | $24.10(+94.06%) | 2026-03-31 | |
| NOVT | NOVT | 5.53% | 375.0K | $44.3M | +0.00%(+0) | $109.57(+39.63%) | 2026-03-31 | |
| SITE | SITE | 5.48% | 330.0K | $43.9M | +0.00%(+0) | $124.10(-5.32%) | 2026-03-31 | |
| ASTE | ASTE | 5.29% | 786.5K | $42.3M | +0.00%(+0) | $45.00(+4.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.85% | +59.54% |
| Top 20 Holdings Unweighted | +15.83% | +55.39% |
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