13F Portfolios

ACK Asset Management LLC: WMS (WMS): Quarterly 13F Position History

As of Q1 2026, ACK Asset Management LLC reported 390,000 shares of WMS (WMS), worth $53.5M and representing 6.7% of its 13F equity book. The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 390,000 0 $53.5M 6.7% $137.1
Q4 2025 390,000 0 $56.5M 7.1% $144.8
Q3 2025 390,000 +45,000 +13.0% $54.1M 6.8% $138.7
Q2 2025 345,000 +345,000 $39.6M 5.2% $114.9
Q1 2025 0 0 $0 0.0%
Q4 2024 0 0 $0 0.0%
Q3 2024 0 0 $0 0.0%
Q2 2024 0 0 $0 0.0%
Q1 2024 0 0 $0 0.0%
Q4 2023 0 0 $0 0.0%
Q3 2023 0 0 $0 0.0%
Q2 2023 0 0 $0 0.0%
Q1 2023 0 0 $0 0.0%
Q4 2022 0 0 $0 0.0%
Q3 2022 0 0 $0 0.0%
Q2 2022 0 0 $0 0.0%
Q1 2022 0 0 $0 0.0%
Q4 2021 0 0 $0 0.0%
Q3 2021 0 0 $0 0.0%
Q2 2021 0 0 $0 0.0%
Q1 2021 0 0 $0 0.0%
Q4 2020 0 0 $0 0.0%
Q3 2020 0 0 $0 0.0%
Q2 2020 0 286,500 -100.0% $0 0.0%
Q1 2020 286,500 573,500 -66.7% $6.2M 3.1% $21.6
Q4 2019 860,000 +860,000 $18.5M 5.4% $21.5
Q3 2019 0 1,131,500 -100.0% $0 0.0%
Q2 2019 1,131,500 85,500 -7.0% $24.8M 7.2% $21.9
Q1 2019 1,217,000 +45,600 +3.9% $26.9M 7.4% $22.1
Q4 2018 1,171,400 +51,400 +4.6% $25.7M 8.7% $22.0
Q3 2018 1,120,000 55,300 -4.7% $34.6M 9.5% $30.9
Q2 2018 1,175,300 400,000 -25.4% $25.5M 6.8% $21.7
Q1 2018 1,575,300 +75,300 +5.0% $40.8M 10.3% $25.9
Q4 2017 1,500,000 +675,000 +81.8% $35.8M 8.0% $23.9
Q3 2017 825,000 550,000 -40.0% $16.7M 4.6% $20.2
Q2 2017 1,375,000 +40,000 +3.0% $27.6M 6.2% $20.1
Q1 2017 1,335,000 +305,000 +29.6% $29.0M 8.6% $21.7
Q4 2016 1,030,000 128,200 -11.1% $21.2M 6.2% $20.6
Q3 2016 1,158,200 0 $27.9M 8.4% $24.1
Q2 2016 1,158,200 $31.7M 9.4% $27.4

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did ACK Asset Management LLC first disclose a WMS position in 13F-HR filings?

ACK Asset Management LLC first reported WMS (WMS) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.

What was ACK Asset Management LLC's most recent quarter-over-quarter share-count change in WMS?

ACK Asset Management LLC held the same 390,000 shares of WMS between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent ACK Asset Management LLC's cost basis in WMS?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.