§ 13F · FUND PROFILE
12th Street Asset Management Company, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $591M (13F)Positions · 30Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CLH | CLEAN HARBORS INC | 205K | $59M | 9.6% | −3% |
| 2 | LKQ | LKQ CORP | 1.38M | $41M | 6.7% | +6% |
| 3 | KEX | KIRBY CORP | 291K | $39M | 6.3% | −2% |
| 4 | BIL | SPDR SER TR SPDR BLOOMBERG | 410K | $38M | 6.1% | ±0% |
| 5 | CRH | CRH PLC ORD | 333K | $35M | 5.7% | +2% |
| 6 | PNFP | PINNACLE FINL PARTNERS INC COM | 402K | $35M | 5.7% | NEW |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC C | 409K | $30M | 4.9% | −4% |
| 8 | KNX | KNIGHT SWIFT TRANSN HLDGS INC | 489K | $28M | 4.6% | +166% |
| 9 | AZO | AUTOZONE INC | 8K | $28M | 4.6% | −4% |
| 10 | BC | BRUNSWICK CORP | 352K | $26M | 4.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 12TH SIGNAL
AC read
12th Street Asset Management Company, LLC is a Other fund managing $591 million in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed