12th Street Asset Management Company as of Dec. 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 December 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 11.8 | $19M | 631k | 29.63 | |
| Walgreen Boots Alliance (WBA) | 10.7 | $17M | 199k | 85.16 | |
| FedEx Corporation (FDX) | 9.4 | $15M | 100k | 148.99 | |
| Mobile Mini | 8.1 | $13M | 415k | 31.13 | |
| Adt | 8.1 | $13M | 389k | 32.98 | |
| Advance Auto Parts (AAP) | 8.0 | $13M | 85k | 150.51 | |
| Thor Industries (THO) | 8.0 | $13M | 226k | 56.15 | |
| Dycom Industries (DY) | 7.0 | $11M | 159k | 69.96 | |
| Packaging Corporation of America (PKG) | 6.6 | $11M | 166k | 63.05 | |
| Werner Enterprises (WERN) | 5.7 | $9.0M | 386k | 23.39 | |
| Clean Harbors (CLH) | 5.6 | $8.9M | 214k | 41.65 | |
| Swift Transportation Company | 4.2 | $6.6M | 480k | 13.82 | |
| Marten Transport (MRTN) | 2.7 | $4.2M | 240k | 17.70 | |
| CenterState Banks | 2.3 | $3.7M | 236k | 15.65 | |
| AutoZone (AZO) | 1.8 | $2.9M | 3.9k | 742.03 |
