12th Street Asset Management Company as of Sept. 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 September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 10.5 | $41M | 1.1M | 35.99 | |
| Mobile Mini | 8.6 | $33M | 963k | 34.45 | |
| Dycom Industries (DY) | 7.8 | $30M | 353k | 85.88 | |
| FedEx Corporation (FDX) | 7.3 | $28M | 125k | 225.58 | |
| Dollar General (DG) | 7.0 | $27M | 335k | 81.05 | |
| Thor Industries (THO) | 6.9 | $27M | 212k | 125.91 | |
| Nuance Communications | 6.5 | $25M | 1.6M | 15.72 | |
| TreeHouse Foods (THS) | 5.7 | $22M | 326k | 67.73 | |
| Envision Healthcare | 5.6 | $22M | 479k | 44.95 | |
| Apple (AAPL) | 5.5 | $21M | 138k | 154.12 | |
| Packaging Corporation of America (PKG) | 4.2 | $16M | 143k | 114.68 | |
| Knight Swift Transn Hldgs (KNX) | 3.9 | $15M | 365k | 41.55 | |
| CenterState Banks | 3.8 | $15M | 550k | 26.80 | |
| Walgreen Boots Alliance (WBA) | 3.2 | $12M | 158k | 77.22 | |
| Clean Harbors (CLH) | 3.1 | $12M | 213k | 56.70 | |
| Marten Transport (MRTN) | 2.9 | $11M | 540k | 20.55 | |
| Zoetis Inc Cl A (ZTS) | 2.9 | $11M | 174k | 63.76 | |
| Steris | 2.3 | $9.0M | 102k | 88.40 | |
| DST Systems | 1.6 | $6.2M | 113k | 54.88 | |
| Core-Mark Holding Company | 0.6 | $2.2M | 68k | 32.14 |
