Ack Asset Management is an investment fund managing more than $810 billion ran by Andres Aguirre. There are currently 19 companies in Mr. Aguirre’s portfolio. The largest investments include Dy and Mtz, together worth $173 billion.
As of 6th August 2024, Ack Asset Management’s top holding is 535,500 shares of Dy currently worth over $90.4 billion and making up 11.2% of the portfolio value.
In addition, the fund holds 772,300 shares of Mtz worth $82.6 billion.
The third-largest holding is Ens worth $74 billion and the next is Rog worth $71.2 billion, with 590,000 shares owned.
Currently, Ack Asset Management's portfolio is worth at least $810 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Ack Asset Management office and employees reside in Greenwich, Connecticut. According to the last 13-F report filed with the SEC, Andres Aguirre serves as the Senior Controller at Ack Asset Management.
In the most recent 13F filing, Ack Asset Management revealed that it had opened a new position in
Gva and bought 825,000 shares worth $51.1 billion.
The investment fund also strengthened its position in Rog by buying
70,000 additional shares.
This makes their stake in Rog total 590,000 shares worth $71.2 billion.
On the other hand, there are companies that Ack Asset Management is getting rid of from its portfolio.
Ack Asset Management closed its position in Atkr on 13th August 2024.
It sold the previously owned 390,000 shares for $74.2 billion.
Andres Aguirre also disclosed a decreased stake in Neog by 0.2%.
This leaves the value of the investment at $25.9 billion and 1,659,400 shares.
The two most similar investment funds to Ack Asset Management are Ghisallo Capital Management and Aperture Investors. They manage $810 billion and $812 billion respectively.
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dy |
No change
535,500
|
$90,370,980,000 | 11.15% |
| Mtz |
No change
772,300
|
$82,628,377,000 | 10.20% |
| Atkr |
Closed
390,000
|
$74,240,400,000 | |
| Ens |
No change
715,000
|
$74,016,800,000 | 9.13% |
| Rog |
13.46%
590,000
|
$71,159,900,000 | 8.78% |
| Cnm |
No change
1,352,000
|
$66,166,880,000 | 8.17% |
| Ats |
29.87%
2,000,000
|
$64,620,000,000 | 7.97% |
| Mtrn |
5.20%
505,500
|
$54,659,715,000 | 6.75% |
| Jbi |
Closed
3,394,400
|
$51,357,272,000 | |
| Gva |
Opened
825,000
|
$51,125,250,000 | 6.31% |
| Arry |
62.71%
4,282,000
|
$43,933,320,000 | 5.42% |
| Zws |
Closed
1,260,000
|
$42,172,200,000 | |
| Atro |
22.99%
2,060,000
|
$41,261,800,000 | 5.09% |
| Esi |
Opened
1,500,000
|
$40,680,000,000 | 5.02% |
| Mir |
Opened
3,297,580
|
$35,416,009,000 | 4.37% |
| Mda-tc |
Closed
2,950,000
|
$32,110,176,000 | |
| Clfd |
4.51%
695,000
|
$26,799,200,000 | 3.31% |
| Neog |
19.42%
1,659,400
|
$25,936,422,000 | 3.20% |
| Ceco |
Opened
821,200
|
$23,691,620,000 | 2.92% |
| Alnt |
Closed
527,000
|
$18,803,360,000 | |
| Titn |
Closed
510,000
|
$12,653,100,000 | |
| Smrt |
Closed
4,170,000
|
$11,175,600,000 | |
| Fip |
Opened
1,025,000
|
$8,845,750,000 | 1.09% |
| Thry |
67.86%
245,000
|
$4,365,900,000 | 0.54% |
| Luna |
36.62%
779,000
|
$2,492,800,000 | 0.31% |
| Mda-tc |
Opened
211,600
|
$2,115,227,000 | 0.26% |
| No transactions found | |||
| Showing first 500 out of 26 holdings | |||