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12th Street Asset Management Company, LLC

Q1 2026 13F Holdings

  • Location
    nashville, TN
  • Num holdings

    32

  • Value ($000)

    $611,363

  • Date Filed
    05/12/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CLH

CLEAN HARBORS INC

CS
184496107
$58.7M
10 %

204,716

L
LKQ1

LKQ CORP

CS
501889208
$40.67M
7 %

1,384,808

K
KEX

KIRBY CORP

CS
497266106
$38.69M
6 %

291,138

K
KRE

SPDR SER TR SPDR BLOOMBERG

ETF
78468R663
$37.55M
6 %

409,762

---

CRH PLC ORD

CS
G25508105
$34.96M
6 %

332,550

---

PINNACLE FINL PARTNERS INC COM

CS
72348N109
$34.65M
6 %

402,273

T
TPD

SOMNIGROUP INTERNATIONAL INC C

CS
88023U101
$30.2M
5 %

408,561

K
KNX

KNIGHT SWIFT TRANSN HLDGS INC

CS
499049104
$28.18M
5 %

489,388

A
AZO

AUTOZONE INC

CS
053332102
$28.04M
5 %

8,301

B
BC

BRUNSWICK CORP

CS
117043109
$25.6M
4 %

351,872

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