Universe · entity
12th Street Asset Management Company, LLC
Institutional manager (13F) · CIK 1633703
13F holdings · as of 2026-03-31 · top 32 · reported portfolio $611M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CLEAN HARBORS INC | $59M | 204,716 |
| 2 | LKQ CORP | $41M | 1,384,808 |
| 3 | KIRBY CORP | $39M | 291,138 |
| 4 | SPDR SER TR SPDR BLOOMBERG | $38M | 409,762 |
| 5 | CRH PLC ORD | $35M | 332,550 |
| 6 | PINNACLE FINL PARTNERS INC COM | $35M | 402,273 |
| 7 | SOMNIGROUP INTERNATIONAL INC C | $30M | 408,561 |
| 8 | KNIGHT SWIFT TRANSN HLDGS INC | $28M | 489,388 |
| 9 | AUTOZONE INC | $28M | 8,301 |
| 10 | BRUNSWICK CORP | $26M | 351,872 |
| 11 | CIENA CORP | $25M | 63,487 |
| 12 | DYCOM INDS INC | $23M | 68,478 |
| 13 | HEALTHEQUITY INC | $21M | 251,361 |
| 14 | RB GLOBAL INC COM NPV | $20M | 212,254 |
| 15 | FIRST HORIZON NATL CORP | $16M | 698,869 |
| 16 | STONEX GROUP INC COM | $15M | 187,045 |
| 17 | MASCO CORP | $14M | 224,965 |
| 18 | GENERAC HLDGS INC | $13M | 66,910 |
| 19 | RUSH ENTERPISES INC | $13M | 195,326 |
| 20 | FB FINL CORP | $13M | 247,040 |
| 21 | DELL TECHNOLOGIES INC | $12M | 75,110 |
| 22 | I3 VERTICALS INC COM CL A | $12M | 522,821 |
| 23 | PROGRESSIVE CORP OHIO | $10M | 50,627 |
| 24 | DIAMONDBACK ENERGY INC | $10M | 49,307 |
| 25 | GRANITE CONSTR INC | $7M | 62,392 |
| 26 | HARROW INC COM | $6M | 168,731 |
| 27 | ACUSHNET HOLDINGS CORP | $6M | 62,146 |
| 28 | CONSTRUCTION PARTNERS INC COM | $6M | 51,564 |
| 29 | EAGLE MATERIALS INC | $5M | 27,102 |
| 30 | AMERICAN HOMES 4 RENT | $4M | 138,630 |
| 31 | LOUISIANA PAC CORP | $3M | 42,853 |
| 32 | ISHARES TR RUSSELL 3000 | $641k | 1,730 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.