0001633703-22-000003.txt : 20220211
0001633703-22-000003.hdr.sgml : 20220211
20220211144200
ACCESSION NUMBER: 0001633703-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220211
DATE AS OF CHANGE: 20220211
EFFECTIVENESS DATE: 20220211
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: 12th Street Asset Management Company, LLC
CENTRAL INDEX KEY: 0001633703
IRS NUMBER: 261243140
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16737
FILM NUMBER: 22619590
BUSINESS ADDRESS:
STREET 1: 102 WOODMONT BLVD
STREET 2: SUITE 460
CITY: NASHVILLE
STATE: TN
ZIP: 37205
BUSINESS PHONE: 615-915-3701
MAIL ADDRESS:
STREET 1: 102 WOODMONT BLVD
STREET 2: SUITE 460
CITY: NASHVILLE
STATE: TN
ZIP: 37205
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001633703
XXXXXXXX
12-31-2021
12-31-2021
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12th Street Asset Management Company, LLC
102 Woodmont Blvd
Suite 460
Nashville
TN
37205
13F HOLDINGS REPORT
028-16737
N
Andrew Shipman
Partner
312-402-1592
/s/Andrew Shipman
Nashville
TN
02-11-2022
0
32
477680
INFORMATION TABLE
2
infotable.xml
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388689101
34543
1771429
SH
SOLE
1637901
0
133528
DIGITALBRIDGE GROUP INC CL A C
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25401T108
9182
1102312
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SOLE
1101331
0
981
BERRY GLOBAL GROUP INC COM
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08579W103
45538
617207
SH
SOLE
563130
0
54077
LKQ CORP
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501889208
35835
596958
SH
SOLE
540966
0
55992
MARTEN TRANS LTD
CS
573075108
7931
462203
SH
SOLE
425912
0
36291
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
26675
437722
SH
SOLE
399821
0
37901
NORTHERN OIL AND GAS INC MN CO
CS
665531307
7646
371507
SH
SOLE
371229
0
278
CLEAN HARBORS INC
CS
184496107
31065
311370
SH
SOLE
283091
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28279
1 800 FLOWERS COM
CS
68243Q106
6973
298393
SH
SOLE
298197
0
196
SKECHERS U S A INC
CS
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12483
287632
SH
SOLE
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0
19420
MASCO CORP
CS
574599106
18440
262604
SH
SOLE
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0
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MAXIMUS INC
CS
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254496
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CROWN HOLDINGS INC
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23656
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SOLE
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AMERICAN HOMES 4 RENT
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02665T306
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RUSH ENTERPISES INC
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244
WERNER ENTERPRISES INC
CS
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SH
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0
125
HUB GROUP INC
CS
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13106
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SH
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0
131
FB FINL CORP
CS
30257X104
6699
152865
SH
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STEELCASE INC
CS
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1735
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DOLLAR GEN CORP NEW
CS
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33906
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SH
SOLE
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0
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PINNACLE FINL PARTNERS INC
CS
72346Q104
12929
135385
SH
SOLE
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0
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PROGRESSIVE CORP OHIO
CS
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13421
130741
SH
SOLE
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0
13720
VERIZON COMMUNICATIONS
CS
92343V104
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PIONEER NAT RES CO
CS
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17055
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SH
SOLE
80971
0
12801
SKYLINE CORP
CS
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6283
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SH
SOLE
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185
STONEX GROUP INC COM
CS
861896108
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66582
SH
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157
FEDEX CORP
CS
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SH
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ICF INTL INC
CS
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141
LINDBLAD EXPEDITIONS HLDGS I
CS
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755
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SOLE
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110
ACADIA HEALTHCARE COMPANY IN
CS
00404A109
1423
23441
SH
SOLE
23387
0
54
AUTOZONE INC
CS
053332102
27774
13248
SH
SOLE
11631
0
1617
GENERAC HLDGS INC
CS
368736104
2917
8289
SH
SOLE
8269
0
20