Holdings
12th Street Asset Management Company, LLC
As of Jun 30, 2026, 12th Street Asset Management Company, LLC reported 30 positions worth US$614M. Largest: Clean Harbors, Inc., Pinnacle Financial Partners, Inc. and Knight-swift Transportation Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Clean Harbors, Inc. | 167K | US$49.8M | −38,182 | Jun 30, 2026 |
| Pinnacle Financial Partners, Inc. | 431K | US$43.4M | +28,382 | Jun 30, 2026 |
| Knight-swift Transportation Holdings Inc. | 549K | US$42.7M | +59,397 | Jun 30, 2026 |
| Kirby Corporation | 293K | US$39.8M | +1,426 | Jun 30, 2026 |
| Somnigroup International Inc. | 413K | US$32.4M | +4,403 | Jun 30, 2026 |
| Healthequity, Inc. | 345K | US$31.2M | +94,029 | Jun 30, 2026 |
| Brunswick Corporation | 366K | US$30.9M | +14,401 | Jun 30, 2026 |
| Dell Technologies Inc. | 70,617 | US$30.5M | −4,493 | Jun 30, 2026 |
| Dycom Industries, Inc. | 55,105 | US$27.9M | −13,373 | Jun 30, 2026 |
| Rb Global, Inc. | 222K | US$25.9M | +9,974 | Jun 30, 2026 |