12Th Street Asset Management Company, LLC Top Holdings and 13F Report (2025) About 12Th Street Asset Management Company, LLCInvestment Activity12Th Street Asset Management Company, LLC has $586.77 million in total holdings as of March 31, 2025.12Th Street Asset Management Company, LLC owns shares of 29 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 15.49% of the portfolio was purchased this quarter.About 15.83% of the portfolio was sold this quarter.This quarter, 12Th Street Asset Management Company, LLC has purchased 31 new stocks and bought additional shares in 16 stocks.12Th Street Asset Management Company, LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $74,967,833Kirby $41,025,111LKQ $40,741,829Clean Harbors $38,049,505Pinnacle Financial Partners $36,234,527 Largest New Holdings this Quarter 267475101 - Dycom Industries $4,143,496 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 557,647 shares (about $51.15M)Kirby 87,646 shares (about $8.85M)Diamondback Energy 50,615 shares (about $8.09M)AutoZone 1,494 shares (about $5.70M)Tempur Sealy International 94,239 shares (about $5.64M) Largest Sales this Quarter Primoris Services 212,406 shares (about $12.19M)American Homes 4 Rent 266,834 shares (about $10.09M)Rush Enterprises 143,723 shares (about $7.68M)Graphic Packaging 268,267 shares (about $6.96M)Northern Oil and Gas 222,737 shares (about $6.73M) Sector Allocation Over TimeMap of 500 Largest Holdings of12Th Street Asset Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$74,967,833$51,152,975 ▲214.8%817,26612.8%ETFKEXKirby$41,025,111$8,853,123 ▲27.5%406,1497.0%TransportationLKQLKQ$40,741,829$192,706 ▲0.5%957,7306.9%Auto/Tires/TrucksCLHClean Harbors$38,049,505$1,326,481 ▲3.6%193,0476.5%Business ServicesPNFPPinnacle Financial Partners$36,234,527$4,078,513 ▲12.7%341,7066.2%FinanceAZOAutoZone$35,955,126$5,696,390 ▲18.8%9,4306.1%Retail/WholesaleCRH PLC ORD$31,390,775$625,379 ▼-2.0%356,8355.3%CSBERYBerry Global Group$28,730,165$356,450 ▼-1.2%411,5484.9%IndustrialsTPXTempur Sealy International$27,865,518$5,643,031 ▲25.4%465,3564.7%Retail/WholesalePGRProgressive$27,717,457$6,659,514 ▼-19.4%97,9384.7%FinanceRBARB Global$26,915,701$6,731,433 ▼-20.0%268,3524.6%Business ServicesGPKGraphic Packaging$22,523,995$6,964,214 ▼-23.6%867,6423.8%IndustrialsCIENCiena$18,706,408$25,501 ▲0.1%309,5553.2%Computer and TechnologyMASMasco$18,347,305$507,225 ▼-2.7%263,8383.1%ConstructionFANGDiamondback Energy$17,716,326$8,092,337 ▲84.1%110,8103.0%EnergyRUSHARush Enterprises$14,358,477$7,676,245 ▼-34.8%268,8352.4%Retail/WholesaleKNXKnight-Swift Transportation$12,631,872$107,594 ▼-0.8%290,4552.2%TransportationSNEXStoneX Group$10,016,893$1,053,047 ▲11.7%131,1461.7%FinanceEXPEagle Materials$9,474,857$139,372 ▲1.5%42,6931.6%ConstructionFBKFB Financial$9,283,775$136,947 ▲1.5%200,2541.6%FinanceGOLFAcushnet$8,423,003$123,176 ▲1.5%122,6771.4%Consumer DiscretionaryAXTAAxalta Coating Systems$8,019,876$114,569 ▲1.4%241,7811.4%Basic MaterialsNOGNorthern Oil and Gas$6,331,794$6,733,339 ▼-51.5%209,4541.1%EnergyROADConstruction Partners$4,572,298$69,139 ▲1.5%63,6190.8%ConstructionLPXLouisiana-Pacific$4,144,987$60,155 ▲1.5%45,0640.7%ConstructionDYDycom Industries$4,143,496$4,143,496 ▲New Holding27,1990.7%ConstructionAMHAmerican Homes 4 Rent$3,992,921$10,088,983 ▼-71.6%105,6050.7%FinancePRIMPrimoris Services$3,989,938$12,194,230 ▼-75.3%69,4990.7%ConstructionIWViShares Russell 3000 ETF$496,789$1,674,916 ▼-77.1%1,5640.1%ETFPPGPPG Industries$0$19,467,787 ▼-100.0%00.0%Basic MaterialsCMPOCompoSecure$0$6,945,471 ▼-100.0%00.0%Business ServicesFSSFederal Signal$0$6,172,945 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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