12th Street Asset Management Company, LLC
Q1 2025 13F Holdings
- Locationnashville, TN
- Num holdings
29
- Value ($000)
$586,769
- Date Filed05/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR SPDR BLOOMBERG | ETF | 78468R663 | $74.97 M | 13 % | 817,266 | ||
KEX KIRBY CORP | CS | 497266106 | $41.03 M | 7 % | 406,149 | ||
LKQ1 LKQ CORP | CS | 501889208 | $40.74 M | 7 % | 957,730 | ||
CLH CLEAN HARBORS INC | CS | 184496107 | $38.05 M | 7 % | 193,047 | ||
PFZ PINNACLE FINL PARTNERS INC | CS | 72346Q104 | $36.23 M | 6 % | 341,706 | ||
AZO AUTOZONE INC | CS | 053332102 | $35.96 M | 6 % | 9,430 | ||
CRH PLC ORD | CS | G25508105 | $31.39 M | 5 % | 356,835 | ||
BERY BERRY GLOBAL GROUP INC COM | CS | 08579W103 | $28.73 M | 5 % | 411,548 | ||
TPD SOMNIGROUP INTERNATIONAL INC C | CS | 88023U101 | $27.87 M | 5 % | 465,356 | ||
PGR PROGRESSIVE CORP OHIO | CS | 743315103 | $27.72 M | 5 % | 97,938 |
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