12th Street Asset Management Company as of June 30, 2016
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 18 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 13.0 | $33M | 365k | 89.76 | |
| LKQ Corporation (LKQ) | 11.4 | $29M | 909k | 31.70 | |
| FedEx Corporation (FDX) | 10.3 | $26M | 171k | 151.78 | |
| Walgreen Boots Alliance (WBA) | 8.4 | $21M | 256k | 83.27 | |
| Mobile Mini | 8.2 | $21M | 598k | 34.64 | |
| Thor Industries (THO) | 8.2 | $21M | 319k | 64.74 | |
| Packaging Corporation of America (PKG) | 6.2 | $16M | 232k | 66.93 | |
| Dollar General (DG) | 5.8 | $15M | 157k | 94.00 | |
| TreeHouse Foods (THS) | 5.6 | $14M | 138k | 102.65 | |
| Swift Transportation Company | 4.3 | $11M | 708k | 15.41 | |
| Clean Harbors (CLH) | 4.2 | $11M | 205k | 52.11 | |
| Zoetis Inc Cl A (ZTS) | 3.0 | $7.6M | 160k | 47.46 | |
| Marten Transport (MRTN) | 2.7 | $6.9M | 347k | 19.80 | |
| CenterState Banks | 2.3 | $5.7M | 362k | 15.75 | |
| Werner Enterprises (WERN) | 2.2 | $5.7M | 247k | 22.97 | |
| Stoneridge (SRI) | 2.2 | $5.6M | 374k | 14.94 | |
| Autozone | 1.2 | $3.0M | 3.8k | 793.87 | |
| Steris Corporation | 0.7 | $1.8M | 26k | 68.75 |
