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| Name: |
12th Street Asset Management Company LLC |
| City: |
Chicago |
| State: |
IL |
| Zip: |
60611 |
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data |
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| Holdings
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15 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PGR |
Progressive Corp |
8 |
- |
$212.41 |
$28,030,000 |
135,526 |
4.86% |
7,075,000 |
3,962 |
0.023 |
Property & Casualty I... |
|
|
AZO |
Autozone Inc |
10 |
- |
$2,937.92 |
$25,810,000 |
8,189 |
4.48% |
6,549,000 |
740 |
0.035 |
Auto Parts Stores |
|
|
RUSHA |
Rush Enterprises Inc |
12 |
- |
$45.89 |
$21,359,000 |
399,089 |
3.7% |
5,473,000 |
83,265 |
0.589 |
Auto Dealerships |
|
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PNFP |
Pinnacle Financial Partners... |
13 |
- |
$83.42 |
$20,272,000 |
236,047 |
3.52% |
-181,000 |
1,543 |
0.311 |
Domestic Regional Banks |
|
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MAS |
Masco Corp |
14 |
- |
$70.79 |
$19,923,000 |
252,576 |
3.46% |
4,511,000 |
22,482 |
0.097 |
Industrial Equipment ... |
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NOG |
Northern Oil & Gas Inc |
15 |
- |
$39.62 |
$16,457,000 |
414,738 |
2.85% |
3,180,000 |
56,586 |
0.393 |
Oil & Gas Drilling & ... |
|
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VC |
Visteon Corp |
18 |
- |
$112.19 |
$14,939,000 |
127,021 |
2.59% |
1,856,000 |
22,275 |
0.42 |
Auto Parts |
|
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EXP |
Eagle Materials Inc |
19 |
- |
$267.71 |
$13,345,000 |
49,109 |
2.31% |
3,688,000 |
1,499 |
0.117 |
General Building Mate... |
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ROAD |
Construction Partners, Inc. |
20 |
- |
$54.92 |
$12,687,000 |
225,946 |
2.2% |
3,956,000 |
25,320 |
0.52 |
N/A |
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SNEX |
StoneX Group Inc |
22 |
- |
$75.49 |
$6,179,000 |
87,944 |
1.07% |
-117,000 |
2,665 |
0.279 |
Asset Management |
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FSS |
Federal Signal Corp |
23 |
- |
$80.84 |
$5,126,000 |
60,397 |
0.89% |
635,000 |
1,876 |
0.1 |
Trucks & Other Vehicles |
|
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AXTA |
Axalta Coating Systems Ltd. |
24 |
- |
$36.19 |
$4,268,000 |
124,114 |
0.74% |
183,000 |
3,854 |
0.053 |
N/A |
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FBK |
FB Financial Corp |
25 |
- |
$38.34 |
$4,221,000 |
112,069 |
0.73% |
-107,000 |
3,458 |
0.237 |
N/A |
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LPX |
Louisiana Pacific Corp |
28 |
- |
$88.14 |
$3,362,000 |
40,062 |
0.58% |
613,000 |
1,257 |
0.037 |
Lumber,Wood Production |
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GOLF |
Acushnet Holdings Corp. |
29 |
- |
$63.27 |
$2,769,000 |
41,979 |
0.48% |
200,000 |
1,315 |
0.057 |
N/A |
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