CIK 1633703
12th Street Asset Management Company, LLC
Institutional 13F holdings & portfolio
Holdings
32
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–32 of 32
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CLH | CLEAN HARBORS INC | 210K | $1M+ | SH |
| CIEN | CIENA CORP | 180K | $1M+ | SH |
| CRH | CRH PLC ORD | 325K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 416K | $1M+ | SH |
| LKQ | LKQ CORP | 1.3M | $1M+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC C | 425K | $1M+ | SH |
| BIL | SPDR SER TR SPDR BLOOMBERG | 411K | $1M+ | SH |
| KEX | KIRBY CORP | 298K | $1M+ | SH |
| AZO | AUTOZONE INC | 9K | $1M+ | SH |
| BC | BRUNSWICK CORP | 359K | $1M+ | SH |
| HQY | HEALTHEQUITY INC | 259K | $1M+ | SH |
| DY | DYCOM INDS INC | 67K | $1M+ | SH |
| RBA | RB GLOBAL INC COM NPV | 220K | $1M+ | SH |
| FHN | FIRST HORIZON NATL CORP | 740K | $1M+ | SH |
| MAS | MASCO CORP | 236K | $1M+ | SH |
| IIIV | I3 VERTICALS INC COM CL A | 595K | $1M+ | SH |
| FBK | FB FINL CORP | 246K | $1M+ | SH |
| PGR | PROGRESSIVE CORP OHIO | 53K | $1M+ | SH |
| SNEX | STONEX GROUP INC COM | 124K | $1M+ | SH |
| KNX | KNIGHT SWIFT TRANSN HLDGS INC | 184K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 76K | $1M+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 50K | $1M+ | SH |
| AXTA | AXALTA COATING SYS LTD | 229K | $1M+ | SH |
| GVA | GRANITE CONSTR INC | 62K | $1M+ | SH |
| RUSHA | RUSH ENTERPISES INC | 109K | $1M+ | SH |
| ROAD | CONSTRUCTION PARTNERS INC COM | 51K | $1M+ | SH |
| EXP | EAGLE MATERIALS INC | 27K | $1M+ | SH |
| GOLF | ACUSHNET HOLDINGS CORP | 62K | $1M+ | SH |
| AMH | AMERICAN HOMES 4 RENT | 143K | $1M+ | SH |
| HROW | HARROW INC COM | 91K | $1M+ | SH |
| LPX | LOUISIANA PAC CORP | 43K | $1M+ | SH |
| IWV | ISHARES TR RUSSELL 3000 | 4K | $1M+ | SH |