12th Street Asset Management Company

Latest statistics and disclosures from 12th Street Asset Management Company's latest quarterly 13F-HR filing:

Companies in the 12th Street Asset Management Company portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
LKQ Corporation (LKQX) 9.29 1.24M +4% 28.38
Knight Swift Transn Hldgs Inc 8.18 944932 +6% 32.68
Dollar General (DG) 7.43 235061 +2% 119.30
Progressive Corporation (PGR) 7.37 385967 +2% 72.09
International Paper Company (IP) 6.79 553528 +6% 46.27
Pinnacle Financial Partners (PNFP) 6.38 440335 +2% 54.70
FedEx Corporation (FDX) 6.31 131220 +3% 181.41
Graphic Packaging Holding Company (GPK) 5.81 1.74M +7% 12.63
Nuance Communications (NUAN) 5.78 1.29M -6% 16.93
Hanesbrands (HBI) 4.88 1.03M +379% 17.88
First Data 4.69 674016 -50% 26.27
Beacon Roofing Supply (BECN) 3.72 436105 +22% 32.16
First American Financial (FAF) 3.44 251773 +6% 51.50
Clean Harbors (CLH) 3.28 173123 +27% 71.53
CenterState Banks (CSFL) 2.23 352963 +33% 23.81
Marten Transport (MRTN) 2.17 460381 17.83
Werner Enterprises (WERN) 2.13 235435 +4% 34.15
Crown Holdings (CCK) 2.00 138158 +107% 54.57
Kemper Corp Del 1.66 82314 +95% 76.14
Plantronics (PLT) 1.62 132858 +162% 46.11
Avnet (AVT) 1.37 119097 +155% 43.37
Genesee & Wyoming (GWR) 1.27 54937 87.14
Skyline Corporation (SKY) 0.95 187891 +37% 19.00
Nexstar Broadcasting (NXST) 0.67 23276 108.36
Rush Enterprises (RUSHA) 0.60 54388 41.81

Past 13F-HR SEC Filings by 12th Street Asset Management Company

View All Filings