12th Street Asset Management Company as of March 31, 2015
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 15 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 11.3 | $31M | 650k | 47.43 | |
| FedEx Corporation (FDX) | 10.9 | $30M | 175k | 170.47 | |
| Walgreen Boots Alliance (WBA) | 10.8 | $29M | 348k | 84.29 | |
| LKQ Corporation (LKQ) | 9.9 | $27M | 994k | 27.09 | |
| Adt | 9.7 | $26M | 679k | 38.76 | |
| Advance Auto Parts (AAP) | 8.3 | $23M | 154k | 146.83 | |
| Mobile Mini | 7.9 | $21M | 552k | 38.81 | |
| Clean Harbors (CLH) | 7.7 | $21M | 374k | 56.28 | |
| Mid-America Apartment (MAA) | 6.9 | $19M | 243k | 77.11 | |
| Werner Enterprises (WERN) | 6.4 | $17M | 608k | 28.53 | |
| Thor Industries (THO) | 3.9 | $11M | 174k | 61.63 | |
| Marten Transport (MRTN) | 3.8 | $10M | 455k | 22.72 | |
| Packaging Corporation of America (PKG) | 2.2 | $6.0M | 82k | 72.53 | |
| CenterState Banks | 0.3 | $947k | 80k | 11.91 | |
| Rand Logistics | 0.1 | $184k | 57k | 3.25 |
