12th Street Asset Management Company as of June 30, 2017
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 9.8 | $38M | 1.2M | 32.95 | |
| Mobile Mini | 7.5 | $29M | 982k | 29.85 | |
| Nuance Communications | 7.3 | $29M | 1.6M | 17.41 | |
| FedEx Corporation (FDX) | 7.1 | $28M | 128k | 217.33 | |
| Dycom Industries (DY) | 7.1 | $28M | 308k | 89.52 | |
| TreeHouse Foods (THS) | 7.0 | $27M | 332k | 81.69 | |
| Envision Healthcare | 6.2 | $24M | 386k | 62.67 | |
| Dollar General (DG) | 6.0 | $24M | 326k | 72.09 | |
| Thor Industries (THO) | 5.8 | $23M | 216k | 104.52 | |
| Walgreen Boots Alliance (WBA) | 5.4 | $21M | 268k | 78.31 | |
| Apple (AAPL) | 5.2 | $20M | 141k | 144.02 | |
| Packaging Corporation of America (PKG) | 4.2 | $16M | 146k | 111.39 | |
| CenterState Banks | 3.6 | $14M | 560k | 24.86 | |
| Swift Transportation Company | 3.5 | $14M | 519k | 26.50 | |
| Clean Harbors (CLH) | 3.1 | $12M | 216k | 55.83 | |
| Zoetis Inc Cl A (ZTS) | 2.8 | $11M | 177k | 62.38 | |
| Marten Transport (MRTN) | 2.5 | $9.6M | 351k | 27.40 | |
| Steris Corporation | 2.2 | $8.5M | 104k | 81.50 | |
| DST Systems | 1.8 | $7.1M | 115k | 61.70 | |
| Werner Enterprises (WERN) | 1.7 | $6.7M | 228k | 29.35 |
