12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMCR | 1.63M | $13.36M |
 | LKQ | 1.09M | $33.25M |
 | IIIV | 610K | $19.80M |
 | KEX | 441K | $36.83M |
 | BC | 363K | $22.98M |
 | CRH | 334K | $40.10M |
 | PNFP | 319K | $29.92M |
 | HQY | 272K | $25.78M |
 | MAS | 244K | $17.18M |
 | NOG | 241K | $5.97M |
 | AXTA | 228K | $6.54M |
 | CLH | 214K | $49.72M |
 | FBK | 211K | $11.78M |
 | KNX | 189K | $7.48M |
 | CIEN | 185K | $26.94M |
 | AMH | 158K | $5.26M |
 | RUSHA | 130K | $6.95M |
 | SNEX | 124K | $12.51M |
 | RBA | 118K | $12.80M |
 | FANG | 104K | $14.90M |
Amcor plc
AMCR
Shares Held
1.63M
Value
$13.36M
LKQ Corporation
LKQ
Shares Held
1.09M
Value
$33.25M
i3 Verticals, Inc.
IIIV
Shares Held
610K
Value
$19.80M
Kirby Corporation
KEX
Shares Held
441K
Value
$36.83M
Brunswick Corporation
BC
Shares Held
363K
Value
$22.98M
CRH plc
CRH
Shares Held
334K
Value
$40.10M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
319K
Value
$29.92M
HealthEquity, Inc.
HQY
Shares Held
272K
Value
$25.78M
Masco Corporation
MAS
Shares Held
244K
Value
$17.18M
Northern Oil and Gas, Inc.
NOG
Shares Held
241K
Value
$5.97M
Axalta Coating Systems Ltd.
AXTA
Shares Held
228K
Value
$6.54M
Clean Harbors, Inc.
CLH
Shares Held
214K
Value
$49.72M
FB Financial Corporation
FBK
Shares Held
211K
Value
$11.78M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
189K
Value
$7.48M
Ciena Corporation
CIEN
Shares Held
185K
Value
$26.94M
American Homes 4 Rent
AMH
Shares Held
158K
Value
$5.26M
Rush Enterprises, Inc.
RUSHA
Shares Held
130K
Value
$6.95M
StoneX Group Inc.
SNEX
Shares Held
124K
Value
$12.51M
RB Global, Inc.
RBA
Shares Held
118K
Value
$12.80M
Diamondback Energy, Inc.
FANG
Shares Held
104K
Value
$14.90M