Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
12th Street Asset Management Company, LLC (CIK 1633703) reported $611.4M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLH ($58.7M, 9.60%), LKQ ($40.7M, 6.65%), KEX ($38.7M, 6.33%), BIL ($37.6M, 6.14%), CRH ($35.0M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLH | CLEAN HARBORS INC | $58.7M | 9.60% | 204,716 | Trimmed |
| 2 | LKQ | LKQ CORP | $40.7M | 6.65% | 1.4M | Added |
| 3 | KEX | KIRBY CORP | $38.7M | 6.33% | 291,138 | Trimmed |
| 4 | BIL | SPDR SER TR SPDR BLOOMBERG | $37.6M | 6.14% | 409,762 | Trimmed |
| 5 | CRH | CRH PLC ORD | $35.0M | 5.72% | 332,550 | Added |
| 6 | PINNACLE FINL PARTNERS INC COM | $34.7M | 5.67% | 402,273 | New | |
| 7 | TPX | SOMNIGROUP INTERNATIONAL INC C | $30.2M | 4.94% | 408,561 | Trimmed |
| 8 | KNX | KNIGHT SWIFT TRANSN HLDGS INC | $28.2M | 4.61% | 489,388 | Added |
| 9 | AZO | AUTOZONE INC | $28.0M | 4.59% | 8,301 | Trimmed |
| 10 | BC | BRUNSWICK CORP | $25.6M | 4.19% | 351,872 | Trimmed |
| 11 | CIEN | CIENA CORP | $24.6M | 4.03% | 63,487 | Trimmed |
| 12 | DY | DYCOM INDS INC | $23.2M | 3.80% | 68,478 | Added |
| 13 | HQY | HEALTHEQUITY INC | $21.0M | 3.44% | 251,361 | Trimmed |
| 14 | RBA | RB GLOBAL INC COM NPV | $20.3M | 3.33% | 212,254 | Trimmed |
| 15 | FHN | FIRST HORIZON NATL CORP | $15.9M | 2.60% | 698,869 | Trimmed |
| 16 | SNEX | STONEX GROUP INC COM | $15.1M | 2.47% | 187,045 | Added |
| 17 | MAS | MASCO CORP | $13.6M | 2.22% | 224,965 | Trimmed |
| 18 | GNRC | GENERAC HLDGS INC | $13.1M | 2.14% | 66,910 | New |
| 19 | RUSHA | RUSH ENTERPISES INC | $12.9M | 2.11% | 195,326 | Added |
| 20 | FBK | FB FINL CORP | $12.8M | 2.10% | 247,040 | Added |
| 21 | DELL | DELL TECHNOLOGIES INC | $12.3M | 2.02% | 75,110 | Trimmed |
| 22 | IIIV | I3 VERTICALS INC COM CL A | $11.7M | 1.91% | 522,821 | Trimmed |
| 23 | PGR | PROGRESSIVE CORP OHIO | $10.0M | 1.64% | 50,627 | Trimmed |
| 24 | FANG | DIAMONDBACK ENERGY INC | $9.8M | 1.60% | 49,307 | Trimmed |
| 25 | GVA | GRANITE CONSTR INC | $7.5M | 1.22% | 62,392 | Added |
Source: SEC Form 13F filings · as of 2026-03-31