12th Street Asset Management Company

12th Street Asset Management Company as of Dec. 31, 2018

Portfolio Holdings for 12th Street Asset Management Company

12th Street Asset Management Company holds 29 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
LKQ Corporation (LKQ) 9.2 $28M 1.2M 23.73
Dollar General (DG) 8.2 $25M 229k 108.08
First Data 7.6 $23M 1.4M 16.91
Progressive Corporation (PGR) 7.5 $23M 376k 60.33
Knight Swift Transn Hldgs (KNX) 7.3 $22M 887k 25.07
International Paper Company (IP) 6.9 $21M 518k 40.36
FedEx Corporation (FDX) 6.7 $21M 127k 161.32
Pinnacle Financial Partners (PNFP) 6.5 $20M 429k 46.10
Nuance Communications 6.0 $18M 1.4M 13.23
Graphic Packaging Holding Company (GPK) 5.6 $17M 1.6M 10.64
Dycom Industries (DY) 4.3 $13M 242k 54.04
Beacon Roofing Supply (BECN) 3.7 $11M 357k 31.72
First American Financial (FAF) 3.5 $11M 237k 44.64
Marten Transport (MRTN) 2.4 $7.3M 453k 16.19
Clean Harbors (CLH) 2.2 $6.7M 135k 49.34
Werner Enterprises (WERN) 2.2 $6.6M 225k 29.54
CenterState Banks 1.8 $5.6M 265k 21.04
Genesee & Wyoming 1.3 $4.1M 55k 74.01
Kemper Corp Del (KMPR) 0.9 $2.8M 42k 66.37
Crown Holdings (CCK) 0.9 $2.8M 67k 41.58
Hanesbrands (HBI) 0.9 $2.7M 215k 12.53
iShares Russell 3000 Index (IWV) 0.8 $2.3M 16k 146.94
Skyline Corporation (SKY) 0.7 $2.0M 137k 14.69
Rush Enterprises (RUSHA) 0.6 $1.9M 54k 34.47
Nexstar Broadcasting (NXST) 0.6 $1.8M 23k 78.61
Casella Waste Systems (CWST) 0.6 $1.7M 61k 28.48
Plantronics 0.6 $1.7M 51k 33.10
Avnet (AVT) 0.6 $1.7M 47k 36.09
Ishares Tr rusel 2500 etf (SMMD) 0.1 $203k 5.3k 38.26