12th Street Asset Management Company, LLC
All holdings · as of Dec 31, 2025
| 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% |
| CONSTRUCTION PARTNERS INC | $5.58M | 0.9% |
| EAGLE MATERIALS INC | $5.57M | 0.9% |
| Acushnet Holdings Corp. | $4.94M | 0.8% |
| American Homes 4 Rent | $4.61M | 0.8% |
| Harrow, Inc. | $4.47M | 0.7% |
| LOUISIANA-PACIFIC CORP | $3.44M | 0.6% |
| ISHARES TR RUSSELL 3000 | $1.57M | 0.3% |