12th Street Asset Management Company, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, 12th Street Asset Management Company, LLC held in its portfolio 32 assets valued at $606,840,731 (i.e. $606.84M).

The most valuable assets in the portfolio included: CLEAN HARBORS INC ($49.30M), CIENA CORP ($42.00M), and CRH PLC ORD ($40.57M).

The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in 12th Street Asset Management Company, LLC Portfolio

CLEAN HARBORS INC

CIENA CORP

CRH PLC ORD

PINNACLE FINL PARTNERS INC

LKQ CORP

SOMNIGROUP INTERNATIONAL INC C

SPDR SER TR SPDR BLOOMBERG

KIRBY CORP

AUTOZONE INC

BRUNSWICK CORP

12th Street Asset Management Company, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CLEAN HARBORS INC	210239	49296835	CS
CIENA CORP	179584	41999320	CS
CRH PLC ORD	325057	40567078	CS
PINNACLE FINL PARTNERS INC	416090	39699192	CS
LKQ CORP	1300831	39285101	CS
SOMNIGROUP INTERNATIONAL INC C	424601	37908377	CS
SPDR SER TR SPDR BLOOMBERG	411463	37599471	ETF
KIRBY CORP	298053	32839505	CS
AUTOZONE INC	8626	29255364	CS
BRUNSWICK CORP	358559	26619452	CS
HEALTHEQUITY INC	259134	23739257	CS
DYCOM INDS INC	67253	22724789	CS
RB GLOBAL INC COM NPV	220127	22644473	CS
FIRST HORIZON NATL CORP	739938	17684518	CS
MASCO CORP	236225	14990843	CS
I3 VERTICALS INC COM CL A	595109	14990784	CS
FB FINL CORP	246271	13741922	CS
PROGRESSIVE CORP OHIO	52709	12002786	CS
STONEX GROUP INC COM	124321	11826656	CS
KNIGHT SWIFT TRANSN HLDGS INC	184146	9627155	CS
DELL TECHNOLOGIES INC	76242	9597328	CS
DIAMONDBACK ENERGY INC	50361	7570788	CS
AXALTA COATING SYS LTD	228528	7383740	CS
GRANITE CONSTR INC	62216	7176616	CS
RUSH ENTERPISES INC	109403	5901198	CS
CONSTRUCTION PARTNERS INC COM	51382	5577516	CS
EAGLE MATERIALS INC	26950	5570026	CS
ACUSHNET HOLDINGS CORP	61918	4942295	CS
AMERICAN HOMES 4 RENT	143470	4605376	CS
HARROW INC COM	91123	4465027	CS
LOUISIANA PAC CORP	42615	3441587	CS
ISHARES TR RUSSELL 3000	4049	1566356	ETF