12th Street Asset Management Company

12th Street Asset Management Company as of June 30, 2018

Portfolio Holdings for 12th Street Asset Management Company

12th Street Asset Management Company holds 25 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
LKQ Corporation (LKQ) 8.4 $34M 1.1M 30.66
Dollar General (DG) 8.4 $34M 349k 98.60
Dycom Industries (DY) 8.2 $34M 349k 96.05
Nuance Communications 7.3 $30M 2.3M 12.82
Knight Swift Transn Hldgs (KNX) 7.1 $29M 798k 36.43
FedEx Corporation (FDX) 7.0 $29M 126k 227.06
Pinnacle Financial Partners (PNFP) 6.7 $28M 460k 59.80
Progressive Corporation (PGR) 5.9 $24M 407k 59.15
Republic Services (RSG) 5.4 $22M 324k 68.36
Patterson-UTI Energy (PTEN) 5.3 $22M 1.3M 16.83
First Data 4.8 $20M 942k 20.93
Clean Harbors (CLH) 4.7 $19M 370k 52.05
Thor Industries (THO) 4.6 $19M 191k 98.39
CenterState Banks 3.0 $12M 482k 25.13
Marten Transport (MRTN) 2.8 $11M 519k 21.88
Werner Enterprises (WERN) 2.3 $9.3M 259k 35.80
Casella Waste Systems (CWST) 1.4 $5.9M 281k 20.83
Spartan Motors 1.3 $5.2M 418k 12.50
Plantronics 1.2 $5.1M 98k 52.39
Covenant Transportation (CVLG) 1.2 $5.1M 170k 29.88
Genesee & Wyoming 1.0 $4.0M 72k 56.01
Hub (HUBG) 0.9 $3.9M 115k 33.57
Kirby Corporation (KEX) 0.5 $2.0M 35k 57.67
Steris 0.5 $2.0M 28k 73.48
USA Truck 0.3 $1.3M 81k 15.50