12th Street Asset Management Company, LLC
Q3 2025 13F Holdings
- Locationnashville, TN
- Num holdings
30
- Value ($000)
$591,184
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001633703
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR SPDR BLOOMBERG | ETF | 78468R663 | $54.59 M | 9 % | 594,971 | ||
CLH CLEAN HARBORS INC | CS | 184496107 | $49.72 M | 8 % | 214,111 | ||
CRH PLC ORD | CS | G25508105 | $40.10 M | 7 % | 334,446 | ||
AZO AUTOZONE INC | CS | 053332102 | $38.06 M | 6 % | 8,872 | ||
KEX KIRBY CORP | CS | 497266106 | $36.83 M | 6 % | 441,357 | ||
TPD SOMNIGROUP INTERNATIONAL INC C | CS | 88023U101 | $36.80 M | 6 % | 436,355 | ||
LKQ1 LKQ CORP | CS | 501889208 | $33.25 M | 6 % | 1,088,822 | ||
PFZ PINNACLE FINL PARTNERS INC | CS | 72346Q104 | $29.92 M | 5 % | 319,050 | ||
CIEN CIENA CORP | CS | 171779309 | $26.94 M | 5 % | 184,952 | ||
HQY HEALTHEQUITY INC | CS | 42226A107 | $25.78 M | 4 % | 272,068 |
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