What does 12th Street Asset Management Company, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

12th Street Asset Management Company, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CLEAN HARBORS INC

$59M205K9.6%

LKQ CORP

$41M1.4M6.7%

KIRBY CORP

$39M291K6.3%

SPDR SER TR SPDR BLOOMBERG

$38M410K6.1%

CRH PLC ORD

$35M333K5.7%

PINNACLE FINL PARTNERS INC COM

$35M402K5.7%

SOMNIGROUP INTERNATIONAL INC C

$30M409K4.9%

KNIGHT SWIFT TRANSN HLDGS INC

$28M489K4.6%

AUTOZONE INC

$28M8K4.6%

BRUNSWICK CORP

$26M352K4.2%

Filing history loading…