12th Street Asset Management Company, LLC

Q2 2025 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    30

  • Value ($000)

    $581,700

  • Date Filed
    08/11/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KEX
KEX

KIRBY CORP

CS
497266106
$55.14M
10 %

486,235

CLH
CLH

CLEAN HARBORS INC

CS
184496107
$50.31M
9 %

217,632

KRE
KRE

SPDR SER TR SPDR BLOOMBERG

ETF
78468R663
$45.66M
8 %

497,726

PFZ
PFZ

PINNACLE FINL PARTNERS INC

CS
72346Q104
$35.88M
6 %

324,938

LKQ1
LKQ1

LKQ CORP

CS
501889208
$33.76M
6 %

912,288

AZO
AZO

AUTOZONE INC

CS
053332102
$33.51M
6 %

9,027

---

CRH PLC ORD

CS
G25508105
$31.23M
5 %

340,183

CIEN
CIEN

CIENA CORP

CS
171779309
$30.75M
5 %

378,108

TPD
TPD

SOMNIGROUP INTERNATIONAL INC C

CS
88023U101
$30.26M
5 %

444,643

---

AMCOR PLC ORD

CS
G0250X107
$26.18M
5 %

2,848,890

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