12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DY | 67K | $19.62M |
 | PGR | 63K | $15.63M |
 | GVA | 62K | $6.80M |
 | GOLF | 62K | $4.84M |
 | LPX | 43K | $3.78M |
 | ROAD | 37K | $4.72M |
 | EXP | 27K | $6.28M |
 | AZO | 9K | $38.06M |
Dycom Industries, Inc.
DY
Shares Held
67K
Value
$19.62M
The Progressive Corporation
PGR
Shares Held
63K
Value
$15.63M
Granite Construction Incorporated
GVA
Shares Held
62K
Value
$6.80M
Acushnet Holdings Corp.
GOLF
Shares Held
62K
Value
$4.84M
Louisiana-Pacific Corporation
LPX
Shares Held
43K
Value
$3.78M
Construction Partners, Inc.
ROAD
Shares Held
37K
Value
$4.72M
Eagle Materials Inc.
EXP
Shares Held
27K
Value
$6.28M
AutoZone, Inc.
AZO
Shares Held
9K
Value
$38.06M