account_balance
Investment manager · 13F filer · SEC CIK 1633703
12th Street Asset Management Company, LLC
Reported value$596Mas of Sep 30, 2026
Positions31 2 new, 3 sold out
Top 10 weight61.6%BIL alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BILSPDR Ser Tr SPDR Bloomberg
12.3%Added +42%
CLHClean Harbors Inc
8.4%Trimmed −3%
PNFPPinnacle Financial Partners, Inc.
7.4%Added +10%
KEXKirby Corp
6.5%
DELLDell Technologies Inc.
5.0%Trimmed −21%
HQYHealthEquity, Inc.
4.7%Trimmed −8%
SSNCSS&C Technologies Holdings Inc
4.4%
CRHCRH Public Ltd Co
4.3%Trimmed −7%
SGISomnigroup International Inc.
4.3%
KNXKnight-Swift Transportation Holdings Inc.
4.3%Trimmed −27%
BCBrunswick Corp
3.9%
CIENCiena Corp
3.6%Added +31%
BILSPDR Ser Tr SPDR Bloomberg
12.3%Added +42%
CLHClean Harbors Inc
8.4%Trimmed −3%
PNFPPinnacle Financial Partners, Inc.
7.4%+10%
KEXKirby Corp
6.5%
DELLDell Technologies Inc.
5.0%−21%
HQYHealthEquity, Inc.
4.7%
SSNCSS&C Technologies Holdings Inc
4.4%
CRHCRH Public Ltd Co
4.3%
SGISomnigroup International Inc.
4.3%
KNX4.3%BC3.9%CIENBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIL SPDR Ser Tr SPDR Bloomberg 12.3% Added +42%
CLH Clean Harbors Inc 8.4% Trimmed −3%PNFP Pinnacle Financial Partners, Inc. 7.4% Added +10%KEX Kirby Corp 6.5% HeldDELL Dell Technologies Inc. 5.0% Trimmed −21%HQY HealthEquity, Inc. 4.7% Trimmed −8%SSNC SS&C Technologies Holdings Inc 4.4% HeldCRH CRH Public Ltd Co 4.3% Trimmed −7%SGI Somnigroup International Inc. 4.3% HeldKNX Knight-Swift Transportation Holdings Inc. 4.3% Trimmed −27%BC Brunswick Corp 3.9% HeldCIEN Ciena Corp 3.6% Added +31%What changed
Biggest moves since Jun 30, 2026
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