12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LKQ | 1.30M | $39.29M |
 | FHN | 740K | $17.68M |
 | IIIV | 595K | $14.99M |
 | PNFP | 416K | $39.70M |
 | BC | 359K | $26.62M |
 | CRH | 325K | $40.57M |
 | KEX | 298K | $32.84M |
 | HQY | 259K | $23.74M |
 | FBK | 246K | $13.74M |
 | MAS | 236K | $14.99M |
 | AXTA | 229K | $7.38M |
 | RBA | 220K | $22.64M |
 | CLH | 210K | $49.30M |
 | KNX | 184K | $9.63M |
 | CIEN | 180K | $42.00M |
 | AMH | 143K | $4.61M |
 | SNEX | 124K | $11.83M |
 | RUSHA | 109K | $5.90M |
 | HROW | 91K | $4.47M |
 | DELL | 76K | $9.60M |
LKQ Corporation
LKQ
Shares Held
1.30M
Value
$39.29M
First Horizon Corporation
FHN
Shares Held
740K
Value
$17.68M
i3 Verticals, Inc.
IIIV
Shares Held
595K
Value
$14.99M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
416K
Value
$39.70M
Brunswick Corporation
BC
Shares Held
359K
Value
$26.62M
CRH plc
CRH
Shares Held
325K
Value
$40.57M
Kirby Corporation
KEX
Shares Held
298K
Value
$32.84M
HealthEquity, Inc.
HQY
Shares Held
259K
Value
$23.74M
FB Financial Corporation
FBK
Shares Held
246K
Value
$13.74M
Masco Corporation
MAS
Shares Held
236K
Value
$14.99M
Axalta Coating Systems Ltd.
AXTA
Shares Held
229K
Value
$7.38M
RB Global, Inc.
RBA
Shares Held
220K
Value
$22.64M
Clean Harbors, Inc.
CLH
Shares Held
210K
Value
$49.30M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
184K
Value
$9.63M
Ciena Corporation
CIEN
Shares Held
180K
Value
$42.00M
American Homes 4 Rent
AMH
Shares Held
143K
Value
$4.61M
StoneX Group Inc.
SNEX
Shares Held
124K
Value
$11.83M
Rush Enterprises, Inc.
RUSHA
Shares Held
109K
Value
$5.90M
Harrow Health, Inc.
HROW
Shares Held
91K
Value
$4.47M
Dell Technologies Inc.
DELL
Shares Held
76K
Value
$9.60M