12th Street Asset Management Company, LLC - Portfolio overview

12th Street Asset Management Company, LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CLH - CLEAN HARBORS INC, 9.21%
2. LKQ - LKQ CORP, 6.38%
3. KEX - KIRBY CORP, 6.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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