12Th Street Asset Management Company, LLC Top Holdings and 13F Report (2025) About 12Th Street Asset Management Company, LLCInvestment Activity12Th Street Asset Management Company, LLC has $606.55 million in total holdings as of December 31, 2024.12Th Street Asset Management Company, LLC owns shares of 31 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.47% of the portfolio was purchased this quarter.About 8.71% of the portfolio was sold this quarter.This quarter, 12Th Street Asset Management Company, LLC has purchased 30 new stocks and bought additional shares in 17 stocks.12Th Street Asset Management Company, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Clean Harbors $42,879,093LKQ $35,030,083Pinnacle Financial Partners $34,688,107Kirby $33,697,617CRH PLC ORD $33,672,099 Largest New Holdings this Quarter Tempur Sealy International $21,038,642 HoldingCompoSecure $6,945,471 HoldingiShares Russell 3000 ETF $2,285,267 Holding Largest Purchases this Quarter Tempur Sealy International 371,117 shares (about $21.04M)RB Global 114,304 shares (about $10.31M)CompoSecure 453,064 shares (about $6.95M)Ciena 69,876 shares (about $5.93M)Pinnacle Financial Partners 50,573 shares (about $5.79M) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 170,682 shares (about $15.61M)Graphic Packaging 255,218 shares (about $6.93M)LKQ 185,178 shares (about $6.81M)Construction Partners 40,000 shares (about $3.54M)Progressive 9,461 shares (about $2.27M) Sector Allocation Over TimeMap of 500 Largest Holdings of12Th Street Asset Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLHClean Harbors$42,879,093$134,402 ▲0.3%186,3177.1%Business ServicesLKQLKQ$35,030,083$6,805,288 ▼-16.3%953,2005.8%Auto/Tires/TrucksPNFPPinnacle Financial Partners$34,688,107$5,785,050 ▲20.0%303,2445.7%FinanceKEXKirby$33,697,617$87,497 ▼-0.3%318,5035.6%TransportationCRH PLC ORD$33,672,099$132,766 ▼-0.4%363,9445.6%CSGPKGraphic Packaging$30,851,278$6,931,719 ▼-18.3%1,135,9095.1%Industrial ProductsRBARB Global$30,262,338$10,311,378 ▲51.7%335,4655.0%Business ServicesPGRProgressive$29,105,260$2,266,956 ▼-7.2%121,4694.8%FinanceBERYBerry Global Group$26,944,985$180,752 ▲0.7%416,6544.4%Industrial ProductsCIENCiena$26,217,569$5,926,183 ▲29.2%309,1334.3%Computer and TechnologyAZOAutoZone$25,412,289$38,426 ▼-0.2%7,9364.2%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$23,736,935$15,605,435 ▼-39.7%259,6193.9%ETFRUSHARush Enterprises$22,604,053$2,217,844 ▲10.9%412,5583.7%Retail/WholesalePRIMPrimoris Services$21,537,542$572,618 ▲2.7%281,9053.6%ConstructionTPXTempur Sealy International$21,038,642$21,038,642 ▲New Holding371,1173.5%Retail/WholesaleMASMasco$19,676,053$159,073 ▼-0.8%271,1323.2%ConstructionPPGPPG Industries$19,467,787$760,417 ▼-3.8%162,9793.2%Basic MaterialsNOGNorthern Oil and Gas$16,060,218$269,521 ▲1.7%432,1912.6%Oils/EnergyKNXKnight-Swift Transportation$15,536,957$22,436 ▲0.1%292,9292.6%TransportationAMHAmerican Homes 4 Rent$13,936,680$436,729 ▼-3.0%372,4392.3%FinanceSNEXStoneX Group$11,497,661$399,620 ▲3.6%117,3591.9%FinanceEXPEagle Materials$10,379,959$372,854 ▲3.7%42,0651.7%ConstructionFBKFB Financial$10,162,923$4,011,856 ▲65.2%197,3001.7%FinanceFANGDiamondback Energy$9,861,700$1,473,972 ▲17.6%60,1951.6%Oils/EnergyGOLFAcushnet$8,592,364$5,411,036 ▲170.1%120,8831.4%Consumer DiscretionaryAXTAAxalta Coating Systems$8,155,550$1,811,094 ▲28.5%238,3271.3%Basic MaterialsCMPOCompoSecure$6,945,471$6,945,471 ▲New Holding453,0641.1%Business ServicesFSSFederal Signal$6,172,945$219,703 ▲3.7%66,8141.0%Multi-Sector ConglomeratesROADConstruction Partners$5,542,638$3,538,400 ▼-39.0%62,6570.9%ConstructionLPXLouisiana-Pacific$4,598,656$165,576 ▲3.7%44,4100.8%ConstructionIWViShares Russell 3000 ETF$2,285,267$2,285,267 ▲New Holding6,8370.4%ETFFDXFedEx$0$12,701,229 ▼-100.0%00.0%TransportationICFIICF International$0$3,354,814 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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