ACK Asset Management fully exited its $29.11 million stake in Centuri Holdings (1,375,000 shares) in Q4 2025, despite the company posting record quarterly revenue of $850 million (up 18.1% YoY) and achieving a record $5.9 billion backlog. The exit raises questions about valuation concerns despite strong operational metrics and 45.9% share price appreciation over the past year.

ACK Asset Management LLC acquired 436,707 shares of Rogers Corporation for approximately $40 million in February 2026, making it a 5% position in the fund. Rogers, a supplier of engineered materials for EVs and wireless infrastructure, has gained 25% over the past year. The investment reflects confidence in the company's margin durability and exposure to EV and aerospace recovery, though the company currently trades below historical peak margins.

ACK Asset Management acquired 375,000 shares of Novanta worth $44.62 million in February 2026, making it a 5.6% position in the fund. Despite the stock being flat over the past year and underperforming the S&P 500, the investment suggests confidence in potential recovery as medical and advanced industrial demand rebounds. Novanta generated nearly $1 billion in trailing revenue with improving margins.

The U.S. Stormwater Management Market is projected to grow from $8.25 billion in 2025 to $15.05 billion by 2033, driven by environmental regulations, infrastructure upgrades, urbanization, and increasing adoption of green stormwater solutions.

The global stormwater detention system market is projected to grow from $592.92 million in 2025 to $876.02 million by 2033, driven by urbanization, flood prevention needs, and sustainable drainage solutions.

SG Capital Management LLC completely exited its stake in Oshkosh Corporation, selling all 557,006 shares in the third quarter of 2025. The sale represents a significant portfolio change, with the company previously holding OSK as its second-largest holding.

The global plastic pipes market is expected to grow at a CAGR of 5.9% during 2023-2031, driven by rising demand from the residential and commercial construction sectors, as well as increasing focus on sustainable materials in pipe manufacturing.

Advanced Drainage Systems, a leader in the plastics foam products industry, announced the resignation of its Executive Vice President of Sales, Michael G. Huebert, who will be leaving the company on July 19, 2024 to pursue an executive role at another company.

Masco Corporation (MAS) has been facing challenges with weak demand and high expenses, leading to a 15.8% decline in its stock price over the past three months. However, the company's focus on cost-saving initiatives, pricing adjustments, and new product introductions are expected to improve its operational efficiency and drive future growth.

We have narrowed our search to five large-cap stocks that have strong momentum for July. These stocks are: WMS, VST, GOLD, CHWY, SPOT.

Owens Corning (OC) benefits from improving efficiencies, new product innovation, attractive valuation and higher returns.

Advanced Drainage Systems' (WMS) benefits from strength in its priority states and pricing actions amid the inflationary headwind.