12th Street Asset Management Company, LLC
Q4 2025 13F Holdings
- Locationnashville, TN
- Num holdings
32
- Value ($000)
$606,841
- Date Filed02/09/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CLEAN HARBORS INC | CS | 184496107 | $49.3M | 8 % | 210,239 | ||
CIENA CORP | CS | 171779309 | $42M | 7 % | 179,584 | ||
CRH PLC ORD | CS | G25508105 | $40.57M | 7 % | 325,057 | ||
PINNACLE FINL PARTNERS INC | CS | 72346Q104 | $39.7M | 7 % | 416,090 | ||
LKQ CORP | CS | 501889208 | $39.29M | 7 % | 1,300,831 | ||
SOMNIGROUP INTERNATIONAL INC C | CS | 88023U101 | $37.91M | 6 % | 424,601 | ||
SPDR SER TR SPDR BLOOMBERG | ETF | 78468R663 | $37.6M | 6 % | 411,463 | ||
KIRBY CORP | CS | 497266106 | $32.84M | 5 % | 298,053 | ||
AUTOZONE INC | CS | 053332102 | $29.26M | 5 % | 8,626 | ||
BRUNSWICK CORP | CS | 117043109 | $26.62M | 4 % | 358,559 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100