Notify me when 12th Street Asset Management Company, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 32 | $606,840,731 | +$63,053,297 | -$71,874,488 | -$8,821,191 | CLH, CIEN, CRH, PNFP, LKQ | 13F-HR | 09 Feb 2026, 12:37 |
| Q3 2025 | 30 | $591,184,288 | +$64,154,048 | -$81,680,112 | -$17,526,064 | BIL, CLH, CRH, AZO, KEX | 13F-HR | 06 Nov 2025, 15:27 |
| Q2 2025 | 30 | $581,700,300 | +$85,042,267 | -$104,607,003 | -$19,564,736 | KEX, CLH, BIL, PNFP, LKQ | 13F-HR | 11 Aug 2025, 11:35 |
| Q1 2025 | 29 | $586,768,557 | +$90,900,958 | -$92,905,725 | -$2,004,767 | BIL, KEX, LKQ, CLH, PNFP | 13F-HR | 08 May 2025, 14:40 |
| Q4 2024 | 31 | $606,550,719 | +$69,555,277 | -$52,818,749 | +$16,736,528 | CLH, LKQ, PNFP, KEX, CRH | 13F-HR | 10 Feb 2025, 10:40 |
| Q3 2024 | 30 | $592,997,158 | +$49,500,752 | -$54,791,360 | -$5,290,608 | LKQ, CLH, GPK, BIL, KEX | 13F-HR | 12 Nov 2024, 14:08 |
| Q2 2024 | 30 | $548,043,612 | +$58,303,203 | -$59,857,742 | -$1,554,539 | CLH, BIL, GPK, KEX, LKQ | 13F-HR | 09 Aug 2024, 11:53 |
| Q1 2024 | 29 | $576,514,963 | +$66,361,150 | -$61,734,648 | +$4,626,502 | CLH, GPK, BERY, LKQ, BIL | 13F-HR | 10 May 2024, 12:21 |
| Q4 2023 | 32 | $531,646,082 | +$43,326,653 | -$41,972,949 | +$1,353,704 | BERY, CLH, GPK, LKQ, BIL | 13F-HR | 09 Feb 2024, 14:41 |
| Q3 2023 | 33 | $487,715,396 | +$38,891,061 | -$36,739,317 | +$2,151,744 | BERY, CLH, GPK, LKQ, BIL | 13F-HR | 08 Nov 2023, 10:55 |
| Q2 2023 | 33 | $495,915,106 | +$62,979,149 | -$59,815,729 | +$3,163,420 | CLH, BERY, LKQ, GPK, BIL | 13F-HR | 10 Aug 2023, 14:46 |
| Q1 2023 | 30 | $478,042,243 | +$40,974,132 | -$39,114,217 | +$1,859,915 | CLH, BERY, GPK, LKQ, DG | 13F-HR | 15 May 2023, 09:35 |
| Q4 2022 | 28 | $457,467,762 | +$84,630,431 | -$15,915,044 | +$68,715,387 | BIL, BERY, CLH, GPK, DG | 13F-HR | 10 Feb 2023, 17:38 |
| Q3 2022 | 28 | $357,595,000 | +$14,071,511 | -$49,168,751 | -$35,097,240 | CLH, GPK, DG, BERY, LKQ | 13F-HR | 14 Nov 2022, 10:35 |
| Q2 2022 | 28 | $396,580,000 | +$28,935,458 | -$42,984,401 | -$14,048,943 | GPK, CLH, DG, LKQ, BERY | 13F-HR | 10 Aug 2022, 10:30 |
| Q1 2022 | 28 | $437,177,000 | +$37,340,292 | -$56,706,669 | -$19,366,377 | BERY, CLH, PXD, DG, GPK | 13F-HR | 16 May 2022, 13:09 |
| Q4 2021 | 32 | $477,680,000 | +$26,995,958 | -$50,919,312 | -$23,923,354 | BERY, LKQ, GPK, DG, CLH | 13F-HR | 11 Feb 2022, 14:42 |
| Q3 2021 | 30 | $452,951,000 | +$60,171,234 | -$81,263,119 | -$21,091,885 | BERY, LKQ, GPK, CLH, DG | 13F-HR | 10 Nov 2021, 17:13 |
| Q2 2021 | 31 | $481,415,000 | +$35,602,397 | -$52,895,193 | -$17,292,796 | BERY, LKQ, FDX, CCK, GPK | 13F-HR | 12 Aug 2021, 10:44 |
| Q1 2021 | 30 | $477,221,000 | +$23,843,181 | -$43,799,278 | -$19,956,097 | BERY, LKQ, CCK, FDX, DG | 13F-HR | 12 May 2021, 15:49 |
| Q4 2020 | 30 | $464,699,000 | +$44,742,618 | -$32,179,885 | +$12,562,733 | CCK, BERY, DG, CLH, NUAN | 13F-HR | 11 Feb 2021, 17:06 |
| Q3 2020 | 29 | $397,744,000 | +$27,437,212 | -$28,958,020 | -$1,520,808 | DG, CCK, BERY, FDX, NUAN | 13F-HR | 13 Nov 2020, 13:08 |
| Q2 2020 | 28 | $361,141,000 | +$53,478,472 | -$13,784,894 | +$39,693,578 | DG, BERY, CCK, GPK, PGR | 13F-HR | 12 Aug 2020, 13:40 |
| Q1 2020 | 25 | $264,172,000 | +$40,393,618 | -$102,178,238 | -$61,784,620 | DG, PGR, CCK, GPK, CLH | 13F-HR | 15 May 2020, 09:50 |
| Q4 2019 | 26 | $405,537,000 | +$40,137,947 | -$37,447,433 | +$2,690,514 | LKQ, NXST, CCK, DG, GPK | 13F-HR | 12 Feb 2020, 11:52 |
| Q3 2019 | 28 | $378,107,000 | +$74,215,258 | -$56,430,448 | +$17,784,810 | LKQ, DG, CCK, PGR, NXST | 13F-HR | 12 Nov 2019, 13:15 |
| Q2 2019 | 36 | $346,961,000 | +$30,248,390 | -$62,462,131 | -$32,213,741 | LKQ, PGR, DG, IP, PNFP | 13F-HR | 14 Aug 2019, 15:56 |
| Q1 2019 | 25 | $377,436,000 | +$47,416,335 | -$36,798,702 | +$10,617,633 | LKQ, KNX, DG, PGR, IP | 13F-HR | 15 May 2019, 15:32 |
| Q4 2018 | 29 | $304,138,000 | +$71,694,711 | -$94,624,245 | -$22,929,534 | LKQ, DG, FDC, PGR, KNX | 13F-HR | 13 Feb 2019, 11:46 |
| Q3 2018 | 32 | $400,143,000 | +$61,014,789 | -$88,379,929 | -$27,365,140 | NUAN, LKQ, KNX, FDX, PGR | 13F-HR | 06 Nov 2018, 12:50 |
| Q2 2018 | 31 | $400,644,000 | +$125,233,268 | -$122,523,825 | +$2,709,443 | LKQ, DG, DY, NUAN, KNX | 13F-HR | 14 Aug 2018, 10:43 |
| Q1 2018 | 24 | $424,361,000 | +$66,444,206 | -$39,323,737 | +$27,120,469 | LKQ, DY, EVHC, NUAN, DG | 13F-HR | 07 May 2018, 16:11 |
| Q4 2017 | 20 | $398,606,000 | +$44,264,390 | -$58,353,249 | -$14,088,859 | LKQ, DY, DG, FDX, THO | 13F-HR | 13 Feb 2018, 16:48 |
| Q3 2017 | 20 | $386,323,000 | +$38,960,334 | -$42,547,603 | -$3,587,269 | LKQ, MINI, DY, FDX, DG | 13F-HR | 13 Nov 2017, 12:10 |
| Q2 2017 | 20 | $388,721,000 | +$50,576,261 | -$24,598,772 | +$25,977,489 | LKQ, MINI, NUAN, FDX, DY | 13F-HR | 14 Aug 2017, 14:46 |
| Q1 2017 | 20 | $345,046,000 | +$28,224,584 | -$17,779,059 | +$10,445,525 | LKQ, DY, FDX, MINI, EVHC | 13F-HR | 05 May 2017, 16:47 |
| Q4 2016 | 20 | $330,494,000 | +$70,662,506 | -$15,892,477 | +$54,770,029 | LKQ, THO, DY, FDX, MINI | 13F-HR | 14 Feb 2017, 15:23 |
| Q3 2016 | 19 | $263,610,000 | +$19,909,364 | -$20,180,787 | -$271,423 | LKQ, FDX, THO, WBA, PKG | 13F-HR | 09 Nov 2016, 11:27 |
| Q2 2016 | 18 | $252,418,000 | +$47,238,819 | -$10,513,679 | +$36,725,140 | DY, LKQ, FDX, WBA, MINI | 13F-HR | 11 Aug 2016, 16:33 |
| Q1 2016 | 16 | $206,209,000 | +$64,591,577 | -$25,661,565 | +$38,930,012 | LKQ, FDX, DY, WBA, THO | 13F-HR | 16 May 2016, 12:01 |
| Q4 2015 | 15 | $158,610,000 | +$4,461,484 | -$117,396,973 | -$112,935,489 | LKQ, WBA, FDX, MINI, ADT | 13F-HR | 10 Feb 2016, 17:11 |
| Q3 2015 | 15 | $272,725,000 | +$18,439,951 | -$32,704,918 | -$14,264,967 | LKQ, WBA, AAP, FDX, DY | 13F-HR | 12 Nov 2015, 11:17 |
| Q2 2015 | 15 | $310,072,000 | +$34,518,491 | -$9,124,235 | +$25,394,256 | LKQ, WBA, DY, FDX, AAP | 13F-HR | 11 Aug 2015, 16:57 |
| Q1 2015 | 15 | $272,546,000 | +$39,429,697 | -$15,348,489 | +$24,081,208 | DY, FDX, WBA, LKQ, ADT | 13F-HR | 06 May 2015, 12:55 |
| Q4 2014 | 16 | $231,373,000 | $0 | $0 | $0 | FDX, MAA, WBA, AAP, ADT | 13F-HR | 17 Feb 2015, 14:54 |