AAM
ACK Asset Management Portfolio holdings
AUM
$761M
This Quarter Return
-6.19%
1 Year Return
+25.56%
3 Year Return
+114.14%
5 Year Return
+277.39%
10 Year Return
+837.19%
AUM
$342M
AUM Growth
+$342M
(+26%)
Cap. Flow
+$40.1M
Cap. Flow
% of AUM
11.74%
Top 10 Holdings %
Top 10 Hldgs %
58.2%
Holding
29
New
5
Increased
12
Reduced
7
Closed
3
Top Buys
| 1 |
RDNW
RideNow Group, Inc. Class B Common Stock
RDNW
|
$15.8M |
| 2 |
OneWater Marine
ONEW
|
$13.3M |
| 3 |
Evolv Technologies
EVLV
|
$10.5M |
| 4 |
Malibu Boats
MBUU
|
$10.1M |
| 5 |
MasterCraft Boat Holdings
MCFT
|
$4.07M |
Top Sells
| 1 |
TWCT
TWC Tech Holdings II Corp. Class A Common Stock
TWCT
|
$10.1M |
| 2 |
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
|
$7.76M |
| 3 |
NHIC
NewHold Investment Corp. Class A Common Stock
NHIC
|
$3.11M |
| 4 |
Thryv Holdings
THRY
|
$2.99M |
| 5 |
LDL
Lydall, Inc.
LDL
|
$2.85M |
Sector Composition
| 1 | Industrials | 33.5% |
| 2 | Consumer Discretionary | 23.37% |
| 3 | Technology | 18.81% |
| 4 | Materials | 5.97% |
| 5 | Communication Services | 3.71% |