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 | 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% |
