12th Street Asset Management Company, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| PINNACLE FINL PARTNERS INC COM | 0 | 402,273 | +402,273 | 0 | 34,651,767 | +34,651,767 |
| KNIGHT SWIFT TRANSN HLDGS INC | 0 | 489,388 | +489,388 | 0 | 28,178,985 | +28,178,985 |
| GENERAC HLDGS INC | 0 | 66,910 | +66,910 | 0 | 13,069,531 | +13,069,531 |
| CLEAN HARBORS INC | 0 | 204,716 | +204,716 | 0 | 58,698,211 | +58,698,211 |
| RUSH ENTERPISES INC | 0 | 195,326 | +195,326 | 0 | 12,913,002 | +12,913,002 |
| KIRBY CORP | 0 | 291,138 | +291,138 | 0 | 38,686,448 | +38,686,448 |
| STONEX GROUP INC COM | 0 | 187,045 | +187,045 | 0 | 15,085,139 | +15,085,139 |
| DELL TECHNOLOGIES INC | 0 | 75,110 | +75,110 | 0 | 12,327,852 | +12,327,852 |
| DIAMONDBACK ENERGY INC | 0 | 49,307 | +49,307 | 0 | 9,752,496 | +9,752,496 |
| HARROW INC COM | 0 | 168,731 | +168,731 | 0 | 5,949,456 | +5,949,456 |
| LKQ CORP | 0 | 1,384,808 | +1,384,808 | 0 | 40,671,817 | +40,671,817 |
| ACUSHNET HOLDINGS CORP | 0 | 62,146 | +62,146 | 0 | 5,809,408 | +5,809,408 |
| DYCOM INDS INC | 0 | 68,478 | +68,478 | 0 | 23,201,716 | +23,201,716 |
| GRANITE CONSTR INC | 0 | 62,392 | +62,392 | 0 | 7,479,553 | +7,479,553 |
| CONSTRUCTION PARTNERS INC COM | 0 | 51,564 | +51,564 | 0 | 5,729,792 | +5,729,792 |
| SPDR SER TR SPDR BLOOMBERG | 0 | 409,762 | +409,762 | 0 | 37,550,589 | +37,550,589 |
| LOUISIANA PAC CORP | 0 | 42,853 | +42,853 | 0 | 3,117,556 | +3,117,556 |
| EAGLE MATERIALS INC | 0 | 27,102 | +27,102 | 0 | 5,134,474 | +5,134,474 |
| AMERICAN HOMES 4 RENT | 0 | 138,630 | +138,630 | 0 | 3,870,542 | +3,870,542 |
| FB FINL CORP | 0 | 247,040 | +247,040 | 0 | 12,831,258 | +12,831,258 |
| ISHARES TR RUSSELL 3000 | 0 | 1,730 | +1,730 | 0 | 641,276 | +641,276 |
| BRUNSWICK CORP | 0 | 351,872 | +351,872 | 0 | 25,602,219 | +25,602,219 |
| AUTOZONE INC | 0 | 8,301 | +8,301 | 0 | 28,039,236 | +28,039,236 |
| MASCO CORP | 0 | 224,965 | +224,965 | 0 | 13,581,134 | +13,581,134 |
| FIRST HORIZON NATL CORP | 0 | 698,869 | +698,869 | 0 | 15,906,263 | +15,906,263 |
| PROGRESSIVE CORP OHIO | 0 | 50,627 | +50,627 | 0 | 10,036,257 | +10,036,257 |
| RB GLOBAL INC COM NPV | 0 | 212,254 | +212,254 | 0 | 20,344,590 | +20,344,590 |
| HEALTHEQUITY INC | 0 | 251,361 | +251,361 | 0 | 21,006,231 | +21,006,231 |
| I3 VERTICALS INC COM CL A | 0 | 522,821 | +522,821 | 0 | 11,690,267 | +11,690,267 |
| CRH PLC ORD | 0 | 332,550 | +332,550 | 0 | 34,957,626 | +34,957,626 |
| AXALTA COATING SYS LTD | 0 | 0 | 0 | 0 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC C | 0 | 408,561 | +408,561 | 0 | 30,200,794 | +30,200,794 |
| CIENA CORP | 0 | 63,487 | +63,487 | 0 | 24,647,574 | +24,647,574 |
| PINNACLE FINL PARTNERS INC | 0 | 0 | 0 | 0 | 0 | 0 |