12th Street Asset Management Company as of Dec. 31, 2017
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 11.2 | $44M | 1.1M | 40.67 | |
| Dycom Industries (DY) | 10.2 | $41M | 365k | 111.43 | |
| Dollar General (DG) | 8.3 | $33M | 355k | 93.01 | |
| FedEx Corporation (FDX) | 8.2 | $33M | 130k | 249.54 | |
| Thor Industries (THO) | 8.1 | $32M | 215k | 150.72 | |
| Nuance Communications | 7.9 | $32M | 1.9M | 16.35 | |
| Mobile Mini | 6.8 | $27M | 786k | 34.50 | |
| Envision Healthcare | 6.7 | $27M | 773k | 34.56 | |
| Apple (AAPL) | 6.2 | $25M | 146k | 169.23 | |
| Progressive Corporation (PGR) | 4.3 | $17M | 302k | 56.32 | |
| Knight Swift Transn Hldgs (KNX) | 4.2 | $17M | 378k | 43.72 | |
| CenterState Banks | 3.6 | $14M | 551k | 25.73 | |
| Zoetis Inc Cl A (ZTS) | 3.3 | $13M | 184k | 72.04 | |
| Clean Harbors (CLH) | 3.0 | $12M | 224k | 54.20 | |
| Marten Transport (MRTN) | 2.8 | $11M | 554k | 20.30 | |
| Steris | 2.2 | $8.9M | 102k | 87.47 | |
| DST Systems | 1.7 | $6.8M | 110k | 62.07 | |
| Core-Mark Holding Company | 0.5 | $2.1M | 67k | 31.57 | |
| Hub (HUBG) | 0.5 | $2.1M | 43k | 47.91 | |
| USA Truck | 0.3 | $1.0M | 57k | 18.14 |
