Stock Taper 
12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AutoZone, Inc. | AZO | 6.58K | $21.04M |
 Eagle Materials Inc. | EXP | 27.09K | $6.1M |
 Ciena Corporation | CIEN | 46.78K | $22.95M |
 Diamondback Energy, Inc. | FANG | 49.7K | $8.74M |
 The Progressive Corporation | PGR | 51.12K | $11.17M |
 Dycom Industries, Inc. | DY | 55.1K | $27.86M |
 Construction Partners, Inc. | ROAD | 55.37K | $6.58M |
 Generac Holdings Inc. | GNRC | 68.26K | $19.99M |
 Louisiana-Pacific Corporation | LPX | 68.59K | $5.39M |
 Dell Technologies Inc. | DELL | 70.62K | $30.47M |
 SiteOne Landscape Supply, Inc. | SITE | 75.47K | $8.64M |
 Granite Construction Incorporated | GVA | 77.06K | $12.18M |
 Harrow Health, Inc. | HROW | 91.41K | $3.88M |
 Pool Corporation | POOL | 114.64K | $24.64M |
 StoneX Group Inc. | SNEX | 120.68K | $14.3M |
 Rush Enterprises, Inc. | RUSHA | 144.3K | $10.53M |
 Clean Harbors, Inc. | CLH | 166.53K | $49.75M |
 FB Financial Corporation | FBK | 172.5K | $9.55M |
 Masco Corporation | MAS | 202.16K | $16.45M |
 RB Global, Inc. | RBA | 222.23K | $25.88M |