Institutions / 12th Street Asset Management Company, LLC
12th Street Asset Management Company, LLC
CIK 1633703 · Institution · as of Dec 31, 2025
Portfolio value
$606.84M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Clean Harbors Inc | $49.30M | 8.1% |
| Ciena Corp | $42.00M | 6.9% |
| Crh Public Ltd Co | $40.57M | 6.7% |
| Pinnacle Financial Partners, Inc. | $39.70M | 6.5% |
| LKQ Corp | $39.29M | 6.5% |
| Somnigroup International Inc | $37.91M | 6.2% |
| SPDR Ser Tr SPDR Bloomberg | $37.60M | 6.2% |
| Kirby Corp | $32.84M | 5.4% |
| Autozone Inc | $29.26M | 4.8% |
| Brunswick Corp | $26.62M | 4.4% |
| Healthequity, Inc. | $23.74M | 3.9% |
| Dycom Industries Inc | $22.72M | 3.7% |
| RB Global Inc | $22.64M | 3.7% |
| First Horizon Corp | $17.68M | 2.9% |
| Masco Corp /De | $14.99M | 2.5% |
| i3 Verticals, Inc. | $14.99M | 2.5% |
| FB Financial Corp | $13.74M | 2.3% |
| Progressive CORP/OH | $12.00M | 2.0% |
| StoneX Group Inc. | $11.83M | 1.9% |
| Knight-Swift Transportation Holdings Inc. | $9.63M | 1.6% |
| Dell Technologies Inc. | $9.60M | 1.6% |
| Diamondback Energy, Inc. | $7.57M | 1.2% |
| Axalta Coating Systems Ltd | $7.38M | 1.2% |
| Granite Construction Inc | $7.18M | 1.2% |
| Rush Enterprises Inc | $5.90M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.