Stock Taper 
12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marten Transport, Ltd. | MRTN | 758.63K | $13.16M |
 LKQ Corporation | LKQ | 727.02K | $19.14M |
 Knight-Swift Transportation Holdings Inc. | KNX | 548.78K | $42.73M |
 Pinnacle Financial Partners, Inc. | PNFP | 430.65K | $43.44M |
 Somnigroup International Inc | SGI | 412.96K | $32.38M |
 Brunswick Corporation | BC | 366.27K | $30.85M |
 HealthEquity, Inc. | HQY | 345.39K | $31.2M |
 CRH plc | CRH | 335.85K | $35.94M |
 SS&C Technologies Holdings, Inc. | SSNC | 335.22K | $20.8M |
 Kirby Corporation | KEX | 292.56K | $39.78M |
 i3 Verticals, Inc. | IIIV | 223.88K | $4.78M |
 RB Global, Inc. | RBA | 222.23K | $25.88M |
 Masco Corporation | MAS | 202.16K | $16.45M |
 FB Financial Corporation | FBK | 172.5K | $9.55M |
 Clean Harbors, Inc. | CLH | 166.53K | $49.75M |
 Rush Enterprises, Inc. | RUSHA | 144.3K | $10.53M |
 StoneX Group Inc. | SNEX | 120.68K | $14.3M |
 Pool Corporation | POOL | 114.64K | $24.64M |
 Harrow Health, Inc. | HROW | 91.41K | $3.88M |
 Granite Construction Incorporated | GVA | 77.06K | $12.18M |