12th Street Asset Management Company

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