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 | $606,550,719 |
| Change This QTR | +1.02% |
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 | 186,317 | $42,879,093 | +1% | 7.06% | ||
| 2. | LKQ | 953,200 | $35,030,083 | -17% | 5.77% | ||
| 3. | PNFP | 303,244 | $34,688,107 | +21% | 5.71% | ||
| 4. | KEX | 318,503 | $33,697,617 | -1% | 5.55% | ||
| 5. | CRH | 363,944 | $33,672,099 | -1% | 5.55% |
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.
