HoldingsChannel.com
12th Street Asset Management Company LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
DOLLAR GEN CORP NEW 191,671 +794 $28,944
     DG191,671+794$28,944
PROGRESSIVE CORP OHIO 349,370 +2,971 $25,797
     PGR349,370+2,971$25,797
CROWN HOLDINGS INC 442,014 -8,089 $25,654
     CCK442,014-8,089$25,654
GRAPHIC PACKAGING HLDG CO 2,026,057 +240,134 $24,718
     GPK2,026,057+240,134$24,718
CLEAN HARBORS INC 349,447 +160,696 $17,941
     CLH349,447+160,696$17,941
LKQ CORP 860,787 -161,578 $17,655
     LKQ860,787-161,578$17,655
VERIZON COMMUNICATIONS 317,025 +317,025 $17,034
     VZ317,025+317,025$17,034
NUANCE COMMUNICATIONS INC 946,759 -180,294 $15,887
     NUAN946,759-180,294$15,887
FISERV INC 166,742 -28,528 $15,839
     FISV166,742-28,528$15,839
NEXSTAR BROADCASTING GROUP I 214,315 -68,847 $12,373
     NXST214,315-68,847$12,373
FEDEX CORP 93,924 +921 $11,389
     FDX93,924+921$11,389
MASCO CORP 296,773 +52,716 $10,259
     MAS296,773+52,716$10,259
MARTEN TRANS LTD 404,605 +301 $8,302
     MRTN404,605+301$8,302
KNIGHT SWIFT TRANSN HLDGS INC 251,522 -184,683 $8,250
     KNX251,522-184,683$8,250
SKYLINE CORP 484,467 -170,306 $7,596
     SKY484,467-170,306$7,596
MAXIMUS INC 73,739 +73,739 $4,292
     MMS73,739+73,739$4,292
RUSH ENTERPISES INC 75,175 +22,464 $2,400
     RUSHA75,175+22,464$2,400
WERNER ENTERPRISES INC 55,552 +20,030 $2,014
     WERN55,552+20,030$2,014
KEMPER CORP DEL 24,207 -29,657 $1,800
     KMPR24,207-29,657$1,800
CASELLA WASTE SYS INC 40,939 +40,939 $1,599
     CWST40,939+40,939$1,599
ENERGIZER HLDGS INC NEW 50,080 +50,080 $1,515
     ENR50,080+50,080$1,515
BRINKS CO 19,892 -13,541 $1,035
     BCO19,892-13,541$1,035
GENERAC HLDGS INC 8,956 +63 $834
     GNRC8,956+63$834
STERICYCLE INC 11,788 +11,788 $573
     SRCL11,788+11,788$573

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 03/31/2020: $264,172
At 12/31/2019: $405,537

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

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