12th Street Asset Management Company as of Dec. 31, 2020
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 30 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Holdings CS (CCK) | 9.2 | $43M | 428k | 100.20 | |
| Berry Global Group CS (BERY) | 8.5 | $39M | 699k | 56.19 | |
| Dollar Gen Corp CS (DG) | 7.6 | $35M | 167k | 210.30 | |
| Clean Harbors CS (CLH) | 7.5 | $35M | 455k | 76.10 | |
| Nuance Communications CS | 7.4 | $34M | 775k | 44.09 | |
| Fedex Corp CS (FDX) | 7.0 | $32M | 125k | 259.62 | |
| Lkq Corp CS (LKQ) | 6.8 | $32M | 900k | 35.24 | |
| Progressive Corp Ohio CS (PGR) | 6.8 | $32M | 319k | 98.88 | |
| Graphic Packaging Hldg CS (GPK) | 6.3 | $29M | 1.7M | 16.94 | |
| Fiserv CS (FI) | 4.9 | $23M | 200k | 113.86 | |
| Verizon Communications CS (VZ) | 4.1 | $19M | 328k | 58.75 | |
| Knight Swift Transn Hldgs CS (KNX) | 3.7 | $17M | 411k | 41.82 | |
| Masco Corp CS (MAS) | 3.4 | $16M | 284k | 54.93 | |
| Maximus CS (MMS) | 2.3 | $11M | 145k | 73.19 | |
| Marten Trans CS (MRTN) | 1.9 | $8.8M | 513k | 17.23 | |
| Compass Minerals Intl CS (CMP) | 1.8 | $8.5M | 137k | 61.72 | |
| Werner Enterprises CS (WERN) | 1.8 | $8.5M | 216k | 39.22 | |
| Rush Enterpises CS (RUSHA) | 1.2 | $5.7M | 138k | 41.42 | |
| Autozone CS (AZO) | 1.1 | $5.0M | 4.2k | 1185.39 | |
| American Homes 4 Rent CS (AMH) | 1.0 | $4.6M | 154k | 30.00 | |
| Skyline Corp CS (SKY) | 1.0 | $4.5M | 144k | 30.94 | |
| Pinnacle Finl Partners CS (PNFP) | 0.9 | $4.2M | 65k | 64.40 | |
| Icf Intl CS (ICFI) | 0.9 | $4.0M | 54k | 74.34 | |
| Energizer Hldgs CS (ENR) | 0.8 | $3.5M | 83k | 42.18 | |
| Skechers U S A CS (SKX) | 0.6 | $2.7M | 75k | 35.94 | |
| Generac Hldgs CS (GNRC) | 0.5 | $2.2M | 9.5k | 227.38 | |
| Kemper Corp Del CS (KMPR) | 0.4 | $1.8M | 24k | 76.85 | |
| Brinks CS (BCO) | 0.4 | $1.8M | 25k | 72.02 | |
| Casella Waste Sys CS (CWST) | 0.4 | $1.7M | 27k | 61.96 | |
| Visteon Corp CS (VC) | 0.2 | $932k | 7.4k | 125.45 |
