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3 articles found
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3 neutral
The Motley FoolThe Motley Fool··Jonathan Ponciano

Major Shareholder Exits Centuri Position Despite Record Revenue Growth

ACK Asset Management exits $29.11M Centuri stake despite record Q4 revenue of $850M and $5.9B backlog, suggesting valuation concerns over fundamental issues.
CTRIMTRNGVAWMSfund exitbacklog growth
The Motley FoolThe Motley Fool··Jonathan Ponciano

ACK Asset Management Establishes $40M Stake in Rogers Corporation

ACK Asset Management invests $40M in Rogers Corporation, acquiring 5% stake. Investment targets engineered materials supplier positioned in EV and wireless infrastructure growth.
MTRNGVAWMSROGmargin expansionaerospace
The Motley FoolThe Motley Fool··Jonathan Ponciano

Major Investor Stakes $45M Position in Flat-Performing Novanta Stock

ACK Asset Management buys $44.6M stake in underperforming Novanta, betting on cyclical recovery in medical device and industrial automation markets.
NOVTNOVTUMTRNGVAWMSinstitutional investmentmedical technology