Sign In
test

Andrew Shipman

12th Street Asset Management Company, Llc

Assets Managed
$611.363M
Holdings
32
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0.75%(2Q avg: 1.7%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in 12th Street Asset Management Company, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of 12th Street Asset Management Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 611.363M in assets, with a quarterly growth rate of 0.75% and a 2-quarter average growth rate of 1.7%. The portfolio is managed by Andrew Shipman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CLH
Clean Harbors Inc
Recent Activity
Decreased -2.62%
9.61%
$58.698M
204,716 shares@ $286.73 avg price
LKQ
Lkq Corp
Recent Activity
Increased 6.46%
6.66%
$40.672M
1.385M shares@ $29.38 avg price
KEX
Kirby Corp
Recent Activity
Decreased -2.32%
6.33%
$38.686M
291,138 shares@ $132.89 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -0.41%
6.15%
$37.551M
409,762 shares@ $91.64 avg price
CRH
Crh Plc
Recent Activity
Increased 2.31%
5.72%
$34.958M
332,550 shares@ $105.12 avg price
PNFP
Pinnacle Financial Partners
Recent Activity
New Position
5.67%
$34.652M
402,273 shares@ $86.14 avg price
TPX
Tempur Sealy International I
Recent Activity
Decreased -3.77%
4.94%
$30.201M
408,561 shares@ $73.92 avg price
KNX
Knight-swift Transportation
Recent Activity
Increased 165.77%
4.61%
$28.179M
489,388 shares@ $57.59 avg price
AZO
Autozone Inc
Recent Activity
Decreased -3.76%
4.59%
$28.039M
8,301 shares@ $3377.82 avg price
BC
Brunswick Corp
Recent Activity
Decreased -1.86%
4.19%
$25.602M
351,872 shares@ $72.77 avg price

1-10 of 32