12th Street Asset Management Company as of Dec. 31, 2014
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 16 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| FedEx Corporation (FDX) | 12.0 | $28M | 163k | 170.55 | |
| Mid-America Apartment (MAA) | 11.4 | $27M | 340k | 77.79 | |
| Walgreen Boots Alliance (WBA) | 10.5 | $24M | 325k | 74.52 | |
| Advance Auto Parts (AAP) | 9.9 | $23M | 144k | 159.09 | |
| Adt | 9.6 | $22M | 635k | 34.98 | |
| LKQ Corporation (LKQ) | 8.5 | $20M | 739k | 26.60 | |
| Dycom Industries (DY) | 8.5 | $20M | 613k | 32.09 | |
| Mobile Mini | 8.4 | $19M | 515k | 37.59 | |
| Clean Harbors (CLH) | 7.2 | $17M | 348k | 47.56 | |
| Marten Transport (MRTN) | 3.9 | $9.0M | 426k | 20.99 | |
| Werner Enterprises (WERN) | 3.7 | $8.6M | 293k | 29.48 | |
| J.B. Hunt Transport Services (JBHT) | 3.2 | $7.4M | 92k | 80.78 | |
| Packaging Corporation of America (PKG) | 2.5 | $5.9M | 77k | 76.55 | |
| CenterState Banks | 0.4 | $947k | 80k | 11.91 | |
| Blueknight Energy Partners | 0.2 | $423k | 64k | 6.65 | |
| Rand Logistics | 0.1 | $224k | 57k | 3.95 |
