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
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $576,514,963 |
| 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. | CLH | 260,386 | $52,418,392 | -1% | 9.09% | ||
| 2. | GPK | 1,584,503 | $46,235,789 | -1% | 8.01% | ||
| 3. | BERY | 755,474 | $45,691,039 | -1% | 7.92% | ||
| 4. | LKQ | 780,388 | $41,680,545 | -1% | 7.22% | ||
| 5. | Spdr Ser Tr Spdr Bloomberg | 342,394 | $31,431,750 | -5% | 5.45% |
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.
