12TH STREET ASSET MANAGEMENT COMPANY LLC

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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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BIL
SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF
817,266+557,647+214.79%
Created with Highcharts 10.1.0
$91.5912.78%0.18%74,967,8332025-03-31
KEX
KIRBY
406,149+87,646+27.52%
Created with Highcharts 10.1.0
$100.176.99%0.72%41,025,1112025-03-31
LKQ
LKQ
957,730+4,530+0.48%
Created with Highcharts 10.1.0
$34.866.94%0.37%40,741,8292025-03-31
CLH
CLEAN HARBORS
193,047+6,730+3.61%
Created with Highcharts 10.1.0
$68.736.48%0.36%38,049,5052025-03-31
PNFP
PINNACLE FINANCIAL PARTNERS
341,706+38,462+12.68%
Created with Highcharts 10.1.0
$87.186.18%0.44%36,234,5272025-03-31
AZO
AUTOZONE
9,430+1,494+18.83%
Created with Highcharts 10.1.0
$1,690.346.13%0.06%35,955,1262025-03-31
CRH
CRH PUBLIC LTD
356,835-7,109-1.95%
Created with Highcharts 10.1.0
$76.705.35%0.05%31,390,7752025-03-31
BERY
BERRY GLOBAL GROUP
411,548-5,106-1.23%
Created with Highcharts 10.1.0
$55.104.90%0.35%28,730,1652025-03-31
SGI
Somnigroup International Inc.
465,356+465,356
Open
Created with Highcharts 10.1.0
$59.154.75%0.22%27,865,5182025-03-31
PGR
PROGRESSIVE
97,938-23,531-19.37%
Created with Highcharts 10.1.0
$84.144.72%0.02%27,717,4572025-03-31
RBA
RITCHIE BROS AUCTIONEERS
268,352-67,113-20.01%
Created with Highcharts 10.1.0
$72.934.59%0.14%26,915,7012025-03-31
GPK
GRAPHIC PACKAGING HOLDING
867,642-268,267-23.62%
Created with Highcharts 10.1.0
$16.013.84%0.29%22,523,9952025-03-31
CIEN
CIENA
309,555+422+0.14%
Created with Highcharts 10.1.0
$58.313.19%0.22%18,706,4082025-03-31
MAS
MASCO
263,838-7,294-2.69%
Created with Highcharts 10.1.0
$51.663.13%0.13%18,347,3052025-03-31
FANG
DIAMONDBACK ENERGY
110,810+50,615+84.09%
Created with Highcharts 10.1.0
$177.473.02%0.04%17,716,3262025-03-31
RUSHA
RUSH ENTERPRISES
268,835-143,723-34.84%
Created with Highcharts 10.1.0
$36.162.45%0.44%14,358,4772025-03-31
KNX
KNIGHT-SWIFT TRANSPORTATION HOLDINGS
290,455-2,474-0.84%
Created with Highcharts 10.1.0
$38.422.15%0.18%12,631,8722025-03-31
SNEX
STONEX GROUP
131,146+13,787+11.75%
Created with Highcharts 10.1.0
$67.341.71%0.27%10,016,8932025-03-31
EXP
EAGLE MATERIALS
42,693+628+1.49%
Created with Highcharts 10.1.0
$160.971.61%0.13%9,474,8572025-03-31
FBK
FB FINANCIAL
200,254+2,954+1.50%
Created with Highcharts 10.1.0
$38.671.58%0.44%9,283,7752025-03-31
GOLF
ACUSHNET HOLDINGS
122,677+1,794+1.48%
Created with Highcharts 10.1.0
$63.821.44%0.21%8,423,0032025-03-31
AXTA
AXALTA COATING SYSTEMS
241,781+3,454+1.45%
Created with Highcharts 10.1.0
$32.041.37%0.11%8,019,8762025-03-31
NOG
NORTHERN OIL & GAS
209,454-222,737-51.54%
Created with Highcharts 10.1.0
$30.681.08%0.21%6,331,7942025-03-31
ROAD
CONSTRUCTION PARTNERS
63,619+962+1.54%
Created with Highcharts 10.1.0
$36.590.78%0.13%4,572,2982025-03-31
LPX
LOUISIANA-PACIFIC
45,064+654+1.47%
Created with Highcharts 10.1.0
$63.230.71%0.06%4,144,9872025-03-31
DY
DYCOM INDUSTRIES
27,199+27,199
Open
Created with Highcharts 10.1.0
$167.930.71%0.09%4,143,4962025-03-31
AMH
AMERICAN HOMES 4 RENT
105,605-266,834-71.65%
Created with Highcharts 10.1.0
$36.360.68%0.03%3,992,9212025-03-31
PRIM
PRIMORIS SERVICES
69,499-212,406-75.35%
Created with Highcharts 10.1.0
$50.610.68%0.13%3,989,9382025-03-31
IWV
ISHARES RUSSELL 3000 ETF
1,564-5,273-77.12%
Created with Highcharts 10.1.0
$336.540.08%0.00%496,7892025-03-31
TPX
TEMPUR SEALY INTERNATIONAL
0-371,117
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
PPG
PPG INDUSTRIES
0-162,979
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CMPO
COMPOSECURE
0-545,489
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
FSS
FEDERAL SIGNAL
0-66,814
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31