ACK Asset Management’s Granite Construction GVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51M	Buy	545,000 +354,300	+186%	+$33.1M	6.69%	4
2025 Q1	$14.4M	Sell	190,700 -93,300	-33%	-$7.03M	2.36%	18
2024 Q4	$24.9M	Sell	284,000 -541,000	-66%	-$47.5M	3.34%	13
2024 Q3	$65.4M	Hold	825,000	–	–	8.08%	6
2024 Q2	$51.1M	Buy	+825,000	New	+$51.1M	6.31%	8