12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LKQ | 1.38M | $40.67M |
 | FHN | 699K | $15.91M |
 | IIIV | 523K | $11.69M |
 | KNX | 489K | $28.18M |
 | SGI | 409K | $30.20M |
 | PNFP | 402K | $34.65M |
 | BC | 352K | $25.60M |
 | CRH | 333K | $34.96M |
 | KEX | 291K | $38.69M |
 | HQY | 251K | $21.01M |
 | FBK | 247K | $12.83M |
 | MAS | 225K | $13.58M |
 | RBA | 212K | $20.34M |
 | CLH | 205K | $58.70M |
 | RUSHA | 195K | $12.91M |
 | SNEX | 187K | $15.09M |
 | HROW | 169K | $5.95M |
 | AMH | 139K | $3.87M |
 | DELL | 75K | $12.33M |
 | DY | 68K | $23.20M |
LKQ Corporation
LKQ
Shares Held
1.38M
Value
$40.67M
First Horizon Corporation
FHN
Shares Held
699K
Value
$15.91M
i3 Verticals, Inc.
IIIV
Shares Held
523K
Value
$11.69M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
489K
Value
$28.18M
Somnigroup International Inc
SGI
Shares Held
409K
Value
$30.20M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
402K
Value
$34.65M
Brunswick Corporation
BC
Shares Held
352K
Value
$25.60M
CRH plc
CRH
Shares Held
333K
Value
$34.96M
Kirby Corporation
KEX
Shares Held
291K
Value
$38.69M
HealthEquity, Inc.
HQY
Shares Held
251K
Value
$21.01M
FB Financial Corporation
FBK
Shares Held
247K
Value
$12.83M
Masco Corporation
MAS
Shares Held
225K
Value
$13.58M
RB Global, Inc.
RBA
Shares Held
212K
Value
$20.34M
Clean Harbors, Inc.
CLH
Shares Held
205K
Value
$58.70M
Rush Enterprises, Inc.
RUSHA
Shares Held
195K
Value
$12.91M
StoneX Group Inc.
SNEX
Shares Held
187K
Value
$15.09M
Harrow Health, Inc.
HROW
Shares Held
169K
Value
$5.95M
American Homes 4 Rent
AMH
Shares Held
139K
Value
$3.87M
Dell Technologies Inc.
DELL
Shares Held
75K
Value
$12.33M
Dycom Industries, Inc.
DY
Shares Held
68K
Value
$23.20M