12th Street Asset Management Company, LLC

Q4 2024 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    31

  • Value ($000)

    $606,551

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001633703
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CLH
CLH

CLEAN HARBORS INC

CS
184496107
$42.88M
7 %

186,317

LKQ1
LKQ1

LKQ CORP

CS
501889208
$35.03M
6 %

953,200

PFZ
PFZ

PINNACLE FINL PARTNERS INC

CS
72346Q104
$34.69M
6 %

303,244

KEX
KEX

KIRBY CORP

CS
497266106
$33.70M
6 %

318,503

---

CRH PLC ORD

CS
G25508105
$33.67M
6 %

363,944

GPK
GPK

GRAPHIC PACKAGING HLDG CO

CS
388689101
$30.85M
5 %

1,135,909

RBA
RBA

RB GLOBAL INC COM NPV

CS
74935Q107
$30.26M
5 %

335,465

PGR
PGR

PROGRESSIVE CORP OHIO

CS
743315103
$29.11M
5 %

121,469

BERY
BERY

BERRY GLOBAL GROUP INC COM

CS
08579W103
$26.94M
4 %

416,654

CIEN
CIEN

CIENA CORP

CS
171779309
$26.22M
4 %

309,133

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