12th Street Asset Management Company, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Nashville, TN
CIK
0001633703
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 32 531,646 BERY, CLH, GPK, LKQ 13F-HR 2/9/2024 000163370324000006
Q3 2023 33 487,715 BERY, CLH, GPK, LKQ 13F-HR 11/8/2023 000163370323000024
Q2 2023 33 495,915 CLH, BERY, LKQ, GPK 13F-HR 8/10/2023 000163370323000022
Q1 2023 30 478,042 CLH, BERY, GPK, LKQ 13F-HR 5/15/2023 000163370323000020
Q4 2022 28 457,467 BIL, BERY, CLH, GPK 13F-HR 2/13/2023 000163370323000018
Q3 2022 28 357,595 CLH, GPK, DG, BERY 13F-HR 11/14/2022 000163370322000014
Q2 2022 28 396,580 GPK, CLH, DG, LKQ 13F-HR 8/10/2022 000163370322000012
Q1 2022 28 437,177 BERY, CLH, PXD, DG 13F-HR 5/16/2022 000163370322000006
Q4 2021 32 477,680 BERY, LKQ, GPK, DG 13F-HR 2/11/2022 000163370322000003
Q3 2021 30 452,951 BERY, LKQ, GPK, CLH 13F-HR 11/10/2021 000163370321000011
Q2 2021 31 481,415 BERY, LKQ, FDX, CCK 13F-HR 8/12/2021 000163370321000009
Q1 2021 30 477,221 BERY, LKQ, CCK, FDX 13F-HR 5/12/2021 000163370321000007
Q4 2020 30 464,699 CCK, BERY, DG, CLH 13F-HR 2/11/2021 000163370321000003
Q3 2020 29 401,723 DG, CCK, BERY, FDX 13F-HR 11/13/2020 000163370320000011
Q2 2020 28 361,141 DG, BERY, CCK, GPK 13F-HR 8/12/2020 000163370320000009
Q1 2020 25 264,172 DG, PGR, CCK, GPK 13F-HR 5/15/2020 000163370320000007
Q4 2019 26 405,537 LKQ, NXST, CCK, DG 13F-HR 2/12/2020 000163370320000004
Q3 2019 28 378,107 LKQ, DG, CCK, PGR 13F-HR 11/12/2019 000163370319000011
Q2 2019 26 366,395 PGR, LKQ, DG, IP 13F-HR 8/14/2019 000163370319000008
Q1 2019 26 377,436 LKQ, KNX, DG, PGR 13F-HR 5/15/2019 000163370319000005
Q4 2018 30 304,138 LKQ, DG, FIRST DATA CORP NEW, PGR 13F-HR 2/13/2019 000163370319000003
Q3 2018 25 420,583 NUAN, LKQ, KNX, FDX 13F-HR 11/6/2018 000163370318000012
Q2 2018 26 414,066 LKQ, DG, DY, NUAN 13F-HR 8/14/2018 000163370318000010
Q1 2018 25 424,361 LKQ, DY, ENVISION HEALTHCARE CORP COM, NUAN 13F-HR 5/7/2018 000163370318000008
Q4 2017 20 398,606 LKQ, DY, DG, FDX 13F-HR 2/13/2018 000163370318000002
Q3 2017 20 386,323 LKQ, MINI, DY, FDX 13F-HR 11/13/2017 000163370317000017
Q2 2017 20 388,721 LKQ, MINI, NUAN, FDX 13F-HR 8/14/2017 000163370317000015
Q1 2017 20 345,046 LKQ, DY, FDX, MINI 13F-HR 5/5/2017 000163370317000012
Q4 2016 20 330,494 LKQ, THO, DY, FDX 13F-HR 2/14/2017 000163370317000006
Q3 2016 19 263,610 LKQ, FDX, THO, WBA 13F-HR 11/9/2016 000163370316000018
Q2 2016 19 252,418 DY, LKQ, FDX, WBA 13F-HR 8/11/2016 000163370316000016
Q1 2016 16 206,209 LKQ, FDX, DY, WBA 13F-HR 5/16/2016 000163370316000014
Q4 2015 15 158,610 LKQ, WBA, FDX, MINI 13F-HR 2/10/2016 000163370316000011
Q3 2015 15 272,725 LKQ, WBA, AAP, FDX 13F-HR 11/12/2015 000163370315000009
Q2 2015 15 310,072 LKQ, WBA, DY, FDX 13F-HR 8/11/2015 000163370315000007
Q1 2015 15 272,546 DY, FDX, WBA, LKQ 13F-HR 5/6/2015 000163370315000004
Q4 2014 16 231,373 FDX, MAA, WBA, AAP 13F-HR 2/17/2015 000163370315000002