12th Street Asset Management Company as of Dec. 31, 2024
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clean Harbors CS (CLH) | 7.1 | $43M | 186k | 230.14 | |
| Lkq Corp CS (LKQ) | 5.8 | $35M | 953k | 36.75 | |
| Pinnacle Finl Partners CS (PNFP) | 5.7 | $35M | 303k | 114.39 | |
| Kirby Corp CS (KEX) | 5.6 | $34M | 319k | 105.80 | |
| Crh Plc Ord CS (CRH) | 5.6 | $34M | 364k | 92.52 | |
| Graphic Packaging Hldg CS (GPK) | 5.1 | $31M | 1.1M | 27.16 | |
| Rb Global CS (RBA) | 5.0 | $30M | 336k | 90.21 | |
| Progressive Corp Ohio CS (PGR) | 4.8 | $29M | 122k | 239.61 | |
| Berry Global Group CS (BERY) | 4.4 | $27M | 417k | 64.67 | |
| Ciena Corp CS (CIEN) | 4.3 | $26M | 309k | 84.81 | |
| Autozone CS (AZO) | 4.2 | $25M | 7.9k | 3202.15 | |
| Spdr Ser Tr Spdr Bloomberg Etf (BIL) | 3.9 | $24M | 260k | 91.43 | |
| Rush Enterpises CS (RUSHA) | 3.7 | $23M | 413k | 54.79 | |
| Primoris Svcs Corp CS (PRIM) | 3.6 | $22M | 282k | 76.40 | |
| Tempur Pedic Intl CS (SGI) | 3.5 | $21M | 371k | 56.69 | |
| Masco Corp CS (MAS) | 3.2 | $20M | 271k | 72.57 | |
| Ppg Inds CS (PPG) | 3.2 | $20M | 163k | 119.45 | |
| Northern Oil And Gas Inc Mn CS (NOG) | 2.6 | $16M | 432k | 37.16 | |
| Knight Swift Transn Hldgs CS (KNX) | 2.6 | $16M | 293k | 53.04 | |
| American Homes 4 Rent CS (AMH) | 2.3 | $14M | 372k | 37.42 | |
| Stonex Group CS (SNEX) | 1.9 | $12M | 117k | 97.97 | |
| Eagle Materials CS (EXP) | 1.7 | $10M | 42k | 246.76 | |
| Fb Finl Corp CS (FBK) | 1.7 | $10M | 197k | 51.51 | |
| Diamondback Energy CS (FANG) | 1.6 | $9.9M | 60k | 163.83 | |
| Acushnet Holdings Corp CS (GOLF) | 1.4 | $8.6M | 121k | 71.08 | |
| Axalta Coating Sys CS (AXTA) | 1.3 | $8.2M | 238k | 34.22 | |
| Composecure CS (CMPO) | 1.1 | $6.9M | 453k | 15.33 | |
| Federal Signal Corp CS (FSS) | 1.0 | $6.2M | 67k | 92.39 | |
| Construction Partners CS (ROAD) | 0.9 | $5.5M | 63k | 88.46 | |
| Louisiana Pac Corp CS (LPX) | 0.8 | $4.6M | 44k | 103.55 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $2.3M | 6.8k | 334.25 |
