12th Street Asset Management Company, LLC

Q3 2025 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    30

  • Value ($000)

    $591,184

  • Date Filed
    11/06/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SER TR SPDR BLOOMBERG

ETF
78468R663
$54.59M
9 %

594,971

C
CLH

CLEAN HARBORS INC

CS
184496107
$49.72M
8 %

214,111

---

CRH PLC ORD

CS
G25508105
$40.10M
7 %

334,446

A
AZO

AUTOZONE INC

CS
053332102
$38.06M
6 %

8,872

K
KEX

KIRBY CORP

CS
497266106
$36.83M
6 %

441,357

T
TPD

SOMNIGROUP INTERNATIONAL INC C

CS
88023U101
$36.80M
6 %

436,355

L
LKQ1

LKQ CORP

CS
501889208
$33.25M
6 %

1,088,822

P
PFZ

PINNACLE FINL PARTNERS INC

CS
72346Q104
$29.92M
5 %

319,050

C
CIEN

CIENA CORP

CS
171779309
$26.94M
5 %

184,952

H
HQY

HEALTHEQUITY INC

CS
42226A107
$25.78M
4 %

272,068

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