15 Stock Picks of Michael O Keefe's 12th Street Asset Management
In this piece, we will take a look at the top 15 stock picks of Michael O' Keefe's 12th Street Asset Management. If you want to skip Mr.
Hedge Fund - 12th Street Asset Management
Get Email AlertsMichael O'keefe Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $592,997,158 |
| Change This QTR | +1.08% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | LKQ | 1,138,378 | $45,444,063 | +35% | 7.66% | ||
| 2. | CLH | 185,733 | $44,893,627 | -28% | 7.57% | ||
| 3. | GPK | 1,391,127 | $41,163,438 | -12% | 6.94% | ||
| 4. | Spdr Ser Tr Spdr Bloomberg | 430,301 | $39,505,980 | -26% | 6.66% | ||
| 5. | KEX | 319,330 | $39,095,572 | +8% | 6.59% |
News, Interviews and Investor Letters
Dycom Industries (DY), FedEx Corporation (FDX) Among 12th Street Asset Management's Top Picks at the End of Q1
12th Street Asset Management Company, LLC is a fund headquartered in Chicago, founded by Michael G. O'Keefe in 2007.
