12th Street Asset Management Company as of March 31, 2017
Portfolio Holdings for 12th Street Asset Management Company
12th Street Asset Management Company holds 20 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 9.8 | $34M | 1.1M | 29.27 | |
| Dycom Industries (DY) | 8.3 | $29M | 307k | 92.95 | |
| FedEx Corporation (FDX) | 7.5 | $26M | 133k | 195.15 | |
| Mobile Mini | 7.0 | $24M | 792k | 30.50 | |
| Envision Healthcare | 6.8 | $24M | 384k | 61.32 | |
| Walgreen Boots Alliance (WBA) | 6.8 | $24M | 283k | 83.05 | |
| Dollar General (DG) | 6.0 | $21M | 298k | 69.73 | |
| Thor Industries (THO) | 6.0 | $21M | 215k | 96.13 | |
| TreeHouse Foods (THS) | 5.9 | $20M | 239k | 84.66 | |
| Apple (AAPL) | 5.8 | $20M | 140k | 143.66 | |
| Swift Transportation Company | 5.5 | $19M | 917k | 20.54 | |
| CenterState Banks | 4.2 | $15M | 561k | 25.90 | |
| Packaging Corporation of America (PKG) | 4.2 | $14M | 156k | 91.62 | |
| Clean Harbors (CLH) | 3.6 | $13M | 224k | 55.62 | |
| Zoetis Inc Cl A (ZTS) | 2.7 | $9.4M | 177k | 53.37 | |
| Stoneridge (SRI) | 2.6 | $9.1M | 500k | 18.14 | |
| Marten Transport (MRTN) | 2.5 | $8.7M | 372k | 23.45 | |
| Steris Corporation | 2.2 | $7.7M | 111k | 69.46 | |
| Werner Enterprises (WERN) | 1.7 | $5.9M | 226k | 26.20 | |
| DST Systems | 0.6 | $2.1M | 17k | 122.52 |
