0001633703-22-000006.txt : 20220516
0001633703-22-000006.hdr.sgml : 20220516
20220516130902
ACCESSION NUMBER: 0001633703-22-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220516
DATE AS OF CHANGE: 20220516
EFFECTIVENESS DATE: 20220516
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: 22927303
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
03-31-2022
03-31-2022
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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
05-16-2022
0
28
437177
INFORMATION TABLE
2
infotable.xml
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607849
SH
SOLE
554783
0
53066
CLEAN HARBORS INC
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184496107
34236
306662
SH
SOLE
278578
0
28084
PIONEER NAT RES CO
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29723
119110
SH
SOLE
104819
0
14291
DOLLAR GEN CORP NEW
CS
256677105
29519
132761
SH
SOLE
118969
0
13792
GRAPHIC PACKAGING HLDG CO
CS
388689101
28183
1392677
SH
SOLE
1260501
0
132176
LKQ CORP
CS
501889208
26658
587042
SH
SOLE
532091
0
54951
CROWN HOLDINGS INC
CS
228368106
26377
210864
SH
SOLE
189432
0
21432
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
24296
481755
SH
SOLE
435739
0
46016
PINNACLE FINL PARTNERS INC
CS
72346Q104
22457
243990
SH
SOLE
221471
0
22519
MAXIMUS INC
CS
577933104
18971
253119
SH
SOLE
232074
0
21045
FEDEX CORP
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31428X106
17548
76077
SH
SOLE
67374
0
8703
AUTOZONE INC
CS
053332102
16596
8117
SH
SOLE
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0
785
PROGRESSIVE CORP OHIO
CS
743315103
14665
128652
SH
SOLE
115004
0
13648
MASCO CORP
CS
574599106
13182
257626
SH
SOLE
224909
0
32717
NORTHERN OIL AND GAS INC MN CO
CS
665531307
12863
456296
SH
SOLE
455830
0
466
VERIZON COMMUNICATIONS
CS
92343V104
12998
254100
SH
SOLE
211011
0
43089
SKECHERS U S A INC
CS
830566105
11668
286251
SH
SOLE
266953
0
19298
RUSH ENTERPISES INC
CS
781846209
10525
205541
SH
SOLE
205297
0
244
DIGITALBRIDGE GROUP INC CL A C
CS
25401T108
7984
1108821
SH
SOLE
1107840
0
981
AMERICAN HOMES 4 RENT
CS
02665T306
7899
197334
SH
SOLE
163715
0
33619
STONEX GROUP INC COM
CS
861896108
7190
96863
SH
SOLE
96648
0
215
FB FINL CORP
CS
30257X104
6822
153590
SH
SOLE
153424
0
166
ICF INTL INC
CS
44925C103
5474
58148
SH
SOLE
58007
0
141
MARTEN TRANS LTD
CS
573075108
4310
242701
SH
SOLE
242512
0
189
ACADIA HEALTHCARE COMPANY IN
CS
00404A109
3315
50580
SH
SOLE
50463
0
117
STEELCASE INC
CS
858155203
2999
250999
SH
SOLE
250416
0
583
SKYLINE CORP
CS
830830105
2846
51867
SH
SOLE
51747
0
120
HUB GROUP INC
CS
443320106
2641
34207
SH
SOLE
34128
0
79