Long-term investor
12th Street Asset Management Company, LLC @12thstreetassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001633703).
Record
- Tracked since 2025-06-30 (445 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 7.3% · long · since 2025-06-30
- CLH · 7.1% · long · since 2025-06-30
- PNFP · 6.2% · long · since 2026-03-31
- KNX · 6.1% · long · since 2025-06-30
- KEX · 5.7% · long · since 2025-06-30
- G25508105 · 5.1% · long · since 2025-06-30
- SGI · 4.6% · long · since 2025-06-30
- HQY · 4.4% · long · since 2025-06-30
- BC · 4.4% · long · since 2025-06-30
- DELL · 4.3% · long · since 2025-12-31
- DY · 4.0% · long · since 2025-06-30
- RBA · 3.7% · long · since 2025-06-30