12th Street Asset Management Company as of Dec. 31, 2016
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 10.2 | $34M | 1.1M | 30.65 | |
| Thor Industries (THO) | 9.4 | $31M | 311k | 100.05 | |
| Dollar General (DG) | 7.2 | $24M | 270k | 88.18 | |
| Dycom Industries (DY) | 7.1 | $24M | 294k | 80.32 | |
| FedEx Corporation (FDX) | 7.0 | $23M | 124k | 186.20 | |
| Mobile Mini | 6.9 | $23M | 760k | 30.25 | |
| Walgreen Boots Alliance (WBA) | 6.6 | $22M | 266k | 82.76 | |
| Swift Transportation Company | 6.5 | $22M | 881k | 24.36 | |
| TreeHouse Foods (THS) | 4.9 | $16M | 227k | 72.19 | |
| Apple (AAPL) | 4.6 | $15M | 132k | 115.82 | |
| CenterState Banks | 4.3 | $14M | 570k | 25.17 | |
| Clean Harbors (CLH) | 4.3 | $14M | 255k | 55.65 | |
| Envision Healthcare | 4.3 | $14M | 225k | 63.29 | |
| Packaging Corporation of America (PKG) | 3.9 | $13M | 151k | 84.82 | |
| Stoneridge (SRI) | 3.7 | $12M | 696k | 17.69 | |
| Zoetis Inc Cl A (ZTS) | 2.7 | $8.9M | 166k | 53.53 | |
| Marten Transport (MRTN) | 2.5 | $8.4M | 360k | 23.30 | |
| Werner Enterprises (WERN) | 1.7 | $5.7M | 213k | 26.95 | |
| Steris Corporation | 1.3 | $4.2M | 63k | 67.40 | |
| AutoZone (AZO) | 0.9 | $3.0M | 3.8k | 789.90 |
