Hedge Fund - 12th Street Asset Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CLH | 257,754 | $58,291,164 | -2% | 10.63% | ||
| 2. | Spdr Ser Tr Spdr Bloomberg | 575,380 | $52,808,337 | +69% | 9.63% | ||
| 3. | GPK | 1,570,404 | $41,160,292 | -1% | 7.51% | ||
| 4. | KEX | 297,078 | $35,569,149 | +86% | 6.49% | ||
| 5. | LKQ | 848,799 | $35,301,551 | +9% | 6.44% |
