12Th Street Asset Management Company, LLC Top Holdings and 13F Report (2026) About 12Th Street Asset Management Company, LLCInvestment Activity12Th Street Asset Management Company, LLC has $611.36 million in total holdings as of March 31, 2026.12Th Street Asset Management Company, LLC owns shares of 32 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 13.51% of the portfolio was purchased this quarter.About 17.01% of the portfolio was sold this quarter.This quarter, 12Th Street Asset Management Company, LLC has purchased 32 new stocks and bought additional shares in 13 stocks.12Th Street Asset Management Company, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Clean Harbors $58,698,211LKQ $40,671,817Kirby $38,686,448SPDR Bloomberg 1-3 Month T-Bill ETF $37,550,589CRH PLC ORD $34,957,626 Largest New Holdings this Quarter 72348N109 - PINNACLE FINL PARTNERS INC COM $34,651,767 Holding368736104 - Generac $13,069,531 Holding Largest Purchases this Quarter PINNACLE FINL PARTNERS INC COM 402,273 shares (about $34.65M)Knight-Swift Transportation 305,242 shares (about $17.58M)Generac 66,910 shares (about $13.07M)Rush Enterprises 85,923 shares (about $5.68M)StoneX Group 62,724 shares (about $5.06M) Largest Sales this Quarter Ciena 116,097 shares (about $45.07M)i3 Verticals 72,288 shares (about $1.62M)Clean Harbors 5,523 shares (about $1.58M)SOMNIGROUP INTERNATIONAL INC C 16,040 shares (about $1.19M)AutoZone 325 shares (about $1.10M) 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 PortfolioSectorCLHClean Harbors$58,698,211$1,583,610 â–¼-2.6%204,7169.6%Business ServicesLKQLKQ$40,671,817$2,466,405 â–²6.5%1,384,8086.7%Auto/Tires/TrucksKEXKirby$38,686,448$918,866 â–¼-2.3%291,1386.3%TransportationBILSPDR Bloomberg 1-3 Month T-Bill ETF$37,550,589$155,880 â–¼-0.4%409,7626.1%ETFCRH PLC ORD$34,957,626$787,663 â–²2.3%332,5505.7%CSPINNACLE FINL PARTNERS INC COM$34,651,767$34,651,767 â–²New Holding402,2735.7%CSSOMNIGROUP INTERNATIONAL INC C$30,200,794$1,185,675 â–¼-3.8%408,5614.9%CSKNXKnight-Swift Transportation$28,178,985$17,575,849 â–²165.8%489,3884.6%TransportationAZOAutoZone$28,039,236$1,097,790 â–¼-3.8%8,3014.6%Retail/WholesaleBCBrunswick$25,602,219$486,546 â–¼-1.9%351,8724.2%Consumer DiscretionaryCIENCiena$24,647,574$45,072,368 â–¼-64.6%63,4874.0%Computer and TechnologyDYDycom Industries$23,201,716$415,055 â–²1.8%68,4783.8%ConstructionHQYHealthEquity$21,006,231$649,589 â–¼-3.0%251,3613.4%MedicalRBARB Global$20,344,590$754,629 â–¼-3.6%212,2543.3%Business ServicesFHNFirst Horizon$15,906,263$934,731 â–¼-5.6%698,8692.6%FinanceSNEXStoneX Group$15,085,139$5,058,677 â–²50.5%187,0452.5%FinanceMASMasco$13,581,134$679,766 â–¼-4.8%224,9652.2%ConstructionGNRCGenerac$13,069,531$13,069,531 â–²New Holding66,9102.1%IndustrialsRUSHARush Enterprises$12,913,002$5,680,370 â–²78.5%195,3262.1%Retail/WholesaleFBKFB Financial$12,831,258$39,942 â–²0.3%247,0402.1%FinanceDELLDell Technologies$12,327,852$185,796 â–¼-1.5%75,1102.0%Computer and TechnologyIIIVi3 Verticals$11,690,267$1,616,358 â–¼-12.1%522,8211.9%Computer and TechnologyPGRProgressive$10,036,257$412,734 â–¼-3.9%50,6271.6%FinanceFANGDiamondback Energy$9,752,496$208,472 â–¼-2.1%49,3071.6%EnergyGVAGranite Construction$7,479,553$21,099 â–²0.3%62,3921.2%ConstructionHROWHarrow$5,949,456$2,736,459 â–²85.2%168,7311.0%MedicalGOLFAcushnet$5,809,408$21,313 â–²0.4%62,1461.0%Consumer DiscretionaryROADConstruction Partners$5,729,792$20,224 â–²0.4%51,5640.9%ConstructionEXPEagle Materials$5,134,474$28,796 â–²0.6%27,1020.8%ConstructionAMHAmerican Homes 4 Rent$3,870,542$135,133 â–¼-3.4%138,6300.6%FinanceLPXLouisiana-Pacific$3,117,556$17,315 â–²0.6%42,8530.5%ConstructionIWViShares Russell 3000 ETF$641,276$859,606 â–¼-57.3%1,7300.1%ETFPINNACLE FINL PARTNERS INC$0$39,699,192 â–¼-100.0%00.0%CSAXTAAxalta Coating Systems$0$7,383,740 â–¼-100.0%00.0%Basic MaterialsShowing 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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