12th Street Asset Management Company, LLC - Portfolio Stock Holdings
12th Street Asset Management Company, LLC disclosed 36 stock positions in a recent SEC 13F filing. $697,050,376 of stock holdings were filed, with the largest holdings including BIL, CLH, and PNFP. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.Report Period:
June 30, 2026No. of Stocks:
36Est. Stock Holding Value:
$697,050,376Top Stock Holdings By Sector
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Portfolio Stock Holdings - 12th Street Asset Management Company, LLC
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% of Portfolio
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