ACK ASSET MANAGEMENT LLC Information

2 OVERHILL ROAD, SCARSDALE, New York, 10583, (914) 220-8340

Report Date: 12/31/2014

Position Statistics

Total Positions 36
New Positions 7
Increased Positions 11
Decreased Positions 24
Positions with Activity 35
Sold Out Positions 7
Total Mkt Value (in $ millions) 303

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 30.7%
Conglomerates
Consumer Cyclical 12.9%
Consumer/Non-Cyclical 1.21%
Energy 1.32%
Financial
Healthcare 12.43%
Services 9.89%
Technology 6.05%
Transportation 2.74%
Utilities

7 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASONITE INTL CORP NEW COM 9,122 9,122 New 136,000
NORCRAFT COS INC COM 9,101 9,101 New 349,500
ICF INTL INC COM 6,848 6,848 New 169,129
DEL FRISCOS RESTAURANT GROUP I COM 5,166 5,166 New 251,500
WCI CMNTYS INC COM PAR $0.01 4,893 4,893 New 200,600
INTRALINKS HLDGS INC COM 3,417 3,417 New 335,000
TRI POINTE HOMES INC COM 3,296 3,296 New 225,000


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