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Portfolio (Quarterly) Guide ↗

ACK Asset Management LLC

· CIK 0001510940
13F Portfolio $797M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ERII ERII Industrials 677,251.0 $9.1M 1.15% NEW $13.49 -36.1%
22 AERO-SWX 154,851.0 $5.5M 0.69% NEW $35.69
23 CTOS CTOS Industrials 800,136.0 $4.6M 0.58% NEW $5.76 +75.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 63.9%
Technology 14.8%
Basic Materials 13.4%
Consumer Cyclical 8.0%