12th Street Asset Management Company, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnashville, TN
- CIK0001633703
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
29 | $586.77 M | KRE, KEX, LKQ1, CLH | 13F-HR | May 8, 2025 | 000163370325000005 | ||
31 | $606.55 M | CLH, LKQ1, PFZ, KEX | 13F-HR | Feb 10, 2025 | 000163370325000003 | ||
30 | $593.00 M | LKQ1, CLH, GPK, KRE | 13F-HR | Nov 12, 2024 | 000163370324000012 | ||
30 | $548.04 M | CLH, KRE, GPK, KEX | 13F-HR | Aug 9, 2024 | 000163370324000010 | ||
29 | $576.51 M | CLH, GPK, BERY, LKQ1 | 13F-HR | May 10, 2024 | 000163370324000008 | ||
32 | $531.65 M | BERY, CLH, GPK, LKQ1 | 13F-HR | Feb 9, 2024 | 000163370324000006 | ||
33 | $487.72 M | BERY, CLH, GPK, LKQ1 | 13F-HR | Nov 8, 2023 | 000163370323000024 | ||
33 | $495.92 M | CLH, BERY, LKQ1, GPK | 13F-HR | Aug 10, 2023 | 000163370323000022 | ||
30 | $478.04 M | CLH, BERY, GPK, LKQ1 | 13F-HR | May 15, 2023 | 000163370323000020 | ||
28 | $457.47 M | KRE, BERY, CLH, GPK | 13F-HR | Feb 13, 2023 | 000163370323000018 | ||
28 | $357.60 M | CLH, GPK, DG, BERY | 13F-HR | Nov 14, 2022 | 000163370322000014 | ||
28 | $396.58 M | GPK, CLH, DG, LKQ1 | 13F-HR | Aug 10, 2022 | 000163370322000012 | ||
28 | $437.18 M | BERY, CLH, PXD, DG | 13F-HR | May 16, 2022 | 000163370322000006 | ||
32 | $477.68 M | BERY, LKQ1, GPK, DG | 13F-HR | Feb 11, 2022 | 000163370322000003 | ||
30 | $452.95 M | BERY, LKQ1, GPK, CLH | 13F-HR | Nov 10, 2021 | 000163370321000011 | ||
31 | $481.42 M | BERY, LKQ1, FDX, CCK | 13F-HR | Aug 12, 2021 | 000163370321000009 | ||
30 | $477.22 M | BERY, LKQ1, CCK, FDX | 13F-HR | May 12, 2021 | 000163370321000007 | ||
30 | $464.70 M | CCK, BERY, DG, CLH | 13F-HR | Feb 11, 2021 | 000163370321000003 | ||
29 | $401.72 M | DG, CCK, BERY, FDX | 13F-HR | Nov 13, 2020 | 000163370320000011 | ||
28 | $361.14 M | DG, BERY, CCK, GPK | 13F-HR | Aug 12, 2020 | 000163370320000009 | ||
25 | $264.17 M | DG, PGR, CCK, GPK | 13F-HR | May 15, 2020 | 000163370320000007 | ||
26 | $405.54 M | LKQ1, NXST, CCK, DG | 13F-HR | Feb 12, 2020 | 000163370320000004 | ||
28 | $378.11 M | LKQ1, DG, CCK, PGR | 13F-HR | Nov 12, 2019 | 000163370319000011 | ||
26 | $366.39 M | PGR, LKQ1, DG, IP | 13F-HR | Aug 14, 2019 | 000163370319000008 | ||
26 | $377.44 M | LKQ1, KNX, DG, PGR | 13F-HR | May 15, 2019 | 000163370319000005 | ||
30 | $304.14 M | LKQ1, DG, FDC, PGR | 13F-HR | Feb 13, 2019 | 000163370319000003 | ||
25 | $420.58 M | NUAN, LKQ1, KNX, FDX | 13F-HR | Nov 6, 2018 | 000163370318000012 | ||
26 | $414.07 M | LKQ1, DG, DY, NUAN | 13F-HR | Aug 14, 2018 | 000163370318000010 | ||
25 | $424.36 M | LKQ1, DY, EVHC, NUAN | 13F-HR | May 7, 2018 | 000163370318000008 | ||
20 | $398.61 M | LKQ1, DY, DG, FDX | 13F-HR | Feb 13, 2018 | 000163370318000002 | ||
20 | $386.32 M | LKQ1, MINI, DY, FDX | 13F-HR | Nov 13, 2017 | 000163370317000017 | ||
20 | $388.72 M | LKQ1, MINI, NUAN, FDX | 13F-HR | Aug 14, 2017 | 000163370317000015 | ||
20 | $345.05 M | LKQ1, DY, FDX, MINI | 13F-HR | May 5, 2017 | 000163370317000012 | ||
20 | $330.49 M | LKQ1, THOR INDS INC, DY, FDX | 13F-HR | Feb 14, 2017 | 000163370317000006 | ||
19 | $263.61 M | LKQ1, FDX, THOR INDS INC, WBA | 13F-HR | Nov 9, 2016 | 000163370316000018 | ||
19 | $252.42 M | DY, LKQ1, FDX, WBA | 13F-HR | Aug 11, 2016 | 000163370316000016 | ||
16 | $206.21 M | LKQ1, FDX, DY, WBA | 13F-HR | May 16, 2016 | 000163370316000014 | ||
15 | $158.61 M | LKQ1, WBA, FDX, MINI | 13F-HR | Feb 10, 2016 | 000163370316000011 | ||
15 | $272.73 M | LKQ1, WBA, AWN, FDX | 13F-HR | Nov 12, 2015 | 000163370315000009 | ||
15 | $310.07 M | LKQ1, WBA, DY, FDX | 13F-HR | Aug 11, 2015 | 000163370315000007 | ||
15 | $272.55 M | DY, FDX, WBA, LKQ1 | 13F-HR | May 6, 2015 | 000163370315000004 | ||
16 | $231.37 M | FDX, MAA, WBA, AWN | 13F-HR | Feb 17, 2015 | 000163370315000002 |