12th Street Asset Management Company, LLC: 13F holdings
CIK 16337032026Q2
| Positions | 32 |
|---|
| Reported value | $701.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 32 (+0 vs prior quarter) |
|---|
| Reported value | $701.8m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIL SPDR SER TR SPDR BLOOMBERG | 562,486 | $51.5m | 7.3% |
| CLH CLEAN HARBORS INC | 166,534 | $49.8m | 7.1% |
| PNFP PINNACLE FINL PARTNERS INC COM | 430,655 | $43.4m | 6.2% |
| KNX KNIGHT SWIFT TRANSN HLDGS INC | 548,785 | $42.7m | 6.1% |
| KEX KIRBY CORP | 292,564 | $39.8m | 5.7% |
| CRH PLC ORD | 335,850 | $35.9m | 5.1% |
| SGI SOMNIGROUP INTERNATIONAL INC C | 412,964 | $32.4m | 4.6% |
| HQY HEALTHEQUITY INC | 345,390 | $31.2m | 4.4% |
| BC BRUNSWICK CORP | 366,273 | $30.9m | 4.4% |
| DELL DELL TECHNOLOGIES INC | 70,617 | $30.5m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633703")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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