HoldingsChannel.com
ACK Asset Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 596,628 +596,628 $177,061
     SPY596,628+596,628$177,061
CHENIERE ENERGY INC 579,200 +579,200 $36,524
     LNG579,200+579,200$36,524
WMS 1,233,300 +101,800 $29,335
     WMS1,233,300+101,800$29,335
ENS 436,200 +121,200 $27,986
     ENS436,200+121,200$27,986
ATSG 1,185,000 +335,000 $24,705
     ATSG1,185,000+335,000$24,705
PWR 690,000 +690,000 $23,620
     PWR690,000+690,000$23,620
BBCP 5,165,800 UNCH $22,892
     BBCP5,165,800UNCH$22,892
DY 415,000 +100,000 $21,420
     DY415,000+100,000$21,420
BMCH 1,007,900 +72,900 $21,298
     BMCH1,007,900+72,900$21,298
FIX 475,000 +475,000 $20,536
     FIX475,000+475,000$20,536
ATRO 725,000 -50,000 $19,214
     ATRO725,000-50,000$19,214
BLDR 850,000 +850,000 $16,866
     BLDR850,000+850,000$16,866
KEX 194,500 +14,500 $14,916
     KEX194,500+14,500$14,916
TAIWAN SEMICONDUCTOR MFG LTD 303,100 +303,100 $14,088
     TSM303,100+303,100$14,088
ACTIVISION BLIZZARD INC 264,204 +264,204 $13,982
     ATVI264,204+264,204$13,982
SPDR GOLD TRUST (GLD)      $13,887
     Call100,000+100,000$13,887
TFII CN 460,000 +460,000 $13,525
     COM460,000+460,000$13,525
AMOT 352,706 +273,299 $13,010
     AMOT352,706+273,299$13,010
HRI 341,300 +8,200 $12,525
     HRI341,300+8,200$12,525
LGIH 179,000 -48,700 $11,813
     LGIH179,000-48,700$11,813
PGTI 694,900 +9,300 $11,287
     PGTI694,900+9,300$11,287
KNX 255,000 +255,000 $8,828
     KNX255,000+255,000$8,828
IIIV 380,000 -265,000 $8,748
     IIIV380,000-265,000$8,748
SANTANDER CONSUMER USA HDG I 325,987 +325,987 $8,316
     SC325,987+325,987$8,316
TRNS 440,100 +29,700 $8,308
     TRNS440,100+29,700$8,308
VULCAN MATLS CO 45,668 +45,668 $6,907
     VMC45,668+45,668$6,907
APPLE INC 30,051 +30,051 $6,731
     AAPL30,051+30,051$6,731
USCR 155,000 -317,200 $6,270
     USCR155,000-317,200$6,270
NORTHROP GRUMMAN CORP 15,300 +15,300 $5,734
     NOC15,300+15,300$5,734
STRYKER CORP 26,307 +26,307 $5,690
     SYK26,307+26,307$5,690
HUBG 114,250 +114,250 $5,162
     HUBG114,250+114,250$5,162
ALLY FINL INC 151,481 +151,481 $5,023
     ALLY151,481+151,481$5,023
GENERAL MLS INC 91,500 +91,500 $4,998
     GIS91,500+91,500$4,998
EDISON INTL 65,500 +65,500 $4,940
     EIX65,500+65,500$4,940
NEWMONT GOLDCORP CORPORATION 125,000 +125,000 $4,740
     NEM125,000+125,000$4,740
ZYNGA INC 761,686 +761,686 $4,433
     ZNGA761,686+761,686$4,433
MG 262,000 +262,000 $4,271
     MG262,000+262,000$4,271
KW 310,000 -248,200 $4,166
     KW310,000-248,200$4,166
WPX ENERGY INC      $3,187
     Call300,900+300,900$3,187
GENERAL MTRS CO 80,220 +80,220 $3,007
     GM80,220+80,220$3,007
COMCAST CORP NEW 58,850 +58,850 $2,641
     CMCSA58,850+58,850$2,641
MOBL 530,000 -1,770,000 $2,601
     MOBL530,000-1,770,000$2,601
TISI 130,000 +130,000 $2,413
     TISI130,000+130,000$2,413
CME GROUP INC 11,301 +11,301 $2,388
     CME11,301+11,301$2,388
MICRON TECHNOLOGY INC 50,000 +50,000 $2,143
     MU50,000+50,000$2,143
ALTICE USA INC 69,450 +69,450 $1,992
     ATUS69,450+69,450$1,992
YUM BRANDS INC 15,163 +15,163 $1,720
     YUM15,163+15,163$1,720
TENCENT MUSIC ENTMT GROUP 130,000 +130,000 $1,660
     TME130,000+130,000$1,660
SUNCOR ENERGY INC NEW 51,000 +51,000 $1,611
     SU51,000+51,000$1,611
ISHARES TR (FXI)      $1,592
     Call40,000+40,000$1,592
     FXI9,000+9,000$358
     Put9,000+9,000$358

See Full List: All Stocks Held By ACK Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By ACK Asset Management LLC

Size ($ in 1000's)
At 09/30/2019: $857,261
At 06/30/2019: $344,311

ACK Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ACK Asset Management LLC 13F filings. Link to 13F filings: SEC filings

ACK Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.