HoldingsChannel.com
12th Street Asset Management Company LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
LKQ CORP 1,022,365 -16,285 $36,498
     LKQ1,022,365-16,285$36,498
NEXSTAR BROADCASTING GROUP I 283,162 +34,524 $33,201
     NXST283,162+34,524$33,201
CROWN HOLDINGS INC 450,103 -8,174 $32,650
     CCK450,103-8,174$32,650
DOLLAR GEN CORP NEW 190,877 -3,420 $29,773
     DG190,877-3,420$29,773
GRAPHIC PACKAGING HLDG CO 1,785,923 +256,609 $29,735
     GPK1,785,923+256,609$29,735
PROGRESSIVE CORP OHIO 346,399 -6,895 $25,076
     PGR346,399-6,895$25,076
PINNACLE FINL PARTNERS INC 356,349 -6,566 $22,807
     PNFP356,349-6,566$22,807
FISERV INC 195,270 -3,603 $22,579
     FISV195,270-3,603$22,579
SKYLINE CORP 654,773 +52,780 $20,756
     SKY654,773+52,780$20,756
NUANCE COMMUNICATIONS INC 1,127,053 -16,883 $20,095
     NUAN1,127,053-16,883$20,095
INTL PAPER CO 371,267 -146,014 $17,097
     IP371,267-146,014$17,097
CLEAN HARBORS INC 188,751 -2,211 $16,185
     CLH188,751-2,211$16,185
KNIGHT SWIFT TRANSN HLDGS INC 436,205 -5,571 $15,634
     KNX436,205-5,571$15,634
FIRST AMERN FINL CORP 262,023 +38,888 $15,282
     FAF262,023+38,888$15,282
FEDEX CORP 93,003 +31,864 $14,063
     FDX93,003+31,864$14,063
MASCO CORP 244,057 +140,644 $11,712
     MAS244,057+140,644$11,712
AXALTA COATING SYS LTD 299,068 +121,551 $9,092
     AXTA299,068+121,551$9,092
MARTEN TRANS LTD 404,304 -5,484 $8,688
     MRTN404,304-5,484$8,688
DYCOM INDS INC 127,762 +83,261 $6,024
     DY127,762+83,261$6,024
EVERI HLDGS INC 361,380 +361,380 $4,853
     EVRI361,380+361,380$4,853
KEMPER CORP DEL 53,864 UNCH $4,174
     KMPR53,864UNCH$4,174
BRINKS CO 33,433 +33,433 $3,032
     BCO33,433+33,433$3,032
RUSH ENTERPISES INC 52,711 +17,265 $2,451
     RUSHA52,711+17,265$2,451
CENTERSTATE BKS FLA INC 75,749 -105,559 $1,892
     CSFL75,749-105,559$1,892
WERNER ENTERPRISES INC 35,522 UNCH $1,293
     WERN35,522UNCH$1,293

See Full List: All Stocks Held By 12th Street Asset Management Company LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By 12th Street Asset Management Company LLC

Size ($ in 1000's)
At 12/31/2019: $405,537
At 09/30/2019: $378,107

12th Street Asset Management Company LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 12th Street Asset Management Company LLC 13F filings. Link to 13F filings: SEC filings

12th Street Asset Management Company LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.