Stock Taper 
12TH STREET ASSET MANAGEMENT COMPANY, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SiteOne Landscape Supply, Inc. | SITE | 75.47K | $8.64M |
 Dell Technologies Inc. | DELL | 70.62K | $30.47M |
 Louisiana-Pacific Corporation | LPX | 68.59K | $5.39M |
 Generac Holdings Inc. | GNRC | 68.26K | $19.99M |
 Construction Partners, Inc. | ROAD | 55.37K | $6.58M |
 Dycom Industries, Inc. | DY | 55.1K | $27.86M |
 The Progressive Corporation | PGR | 51.12K | $11.17M |
 Diamondback Energy, Inc. | FANG | 49.7K | $8.74M |
 Ciena Corporation | CIEN | 46.78K | $22.95M |
 Eagle Materials Inc. | EXP | 27.09K | $6.1M |
 AutoZone, Inc. | AZO | 6.58K | $21.04M |