0001633703-24-000012.txt : 20241112
0001633703-24-000012.hdr.sgml : 20241112
20241112140858
ACCESSION NUMBER: 0001633703-24-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241112
DATE AS OF CHANGE: 20241112
EFFECTIVENESS DATE: 20241112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: 12th Street Asset Management Company, LLC
CENTRAL INDEX KEY: 0001633703
ORGANIZATION NAME:
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: 241446837
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
X0202
13F-HR
LIVE
false
true
false
0001633703
XXXXXXXX
09-30-2024
09-30-2024
false
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
11-12-2024
0
30
592997158
INFORMATION TABLE
2
infotable.xml
ACUSHNET HOLDINGS CORP
CS
005098108
2853259
44757
SH
SOLE
44757
0
0
AMERICAN HOMES 4 RENT
CS
02665T306
14745973
384110
SH
SOLE
381818
0
0
AUTOZONE INC
CS
053332102
25037715
7948
SH
SOLE
7921
0
0
AXALTA COATING SYS LTD
CS
G0750C108
6709698
185402
SH
SOLE
185402
0
0
BERRY GLOBAL GROUP INC COM
CS
08579W103
28134126
413859
SH
SOLE
412901
0
0
CIENA CORP
CS
171779309
14735839
239257
SH
SOLE
238464
0
0
CLEAN HARBORS INC
CS
184496107
44893627
185733
SH
SOLE
185250
0
0
CONSTRUCTION PARTNERS INC COM
CS
21044C107
7165459
102657
SH
SOLE
102657
0
0
CRH PLC ORD
CS
G25508105
33885249
365379
SH
SOLE
364170
0
0
DIAMONDBACK ENERGY INC
CS
25278X109
8826605
51198
SH
SOLE
50891
0
0
EAGLE MATERIALS INC
CS
26969P108
11665358
40554
SH
SOLE
40554
0
0
FB FINL CORP
CS
30257X104
5604146
119415
SH
SOLE
119415
0
0
FEDERAL SIGNAL CORP
CS
313855108
6022189
64436
SH
SOLE
64436
0
0
FEDEX CORP
CS
31428X106
12701229
46409
SH
SOLE
46252
0
0
GRAPHIC PACKAGING HLDG CO
CS
388689101
41163438
1391127
SH
SOLE
1387590
0
0
ICF INTL INC
CS
44925C103
3354814
20114
SH
SOLE
20114
0
0
KIRBY CORP
CS
497266106
39095572
319330
SH
SOLE
318588
0
0
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
15780684
292506
SH
SOLE
291839
0
0
LKQ CORP
CS
501889208
45444063
1138378
SH
SOLE
1135377
0
0
LOUISIANA PAC CORP
CS
546347105
4600470
42811
SH
SOLE
42811
0
0
MASCO CORP
CS
574599106
22942851
273324
SH
SOLE
272227
0
0
NORTHERN OIL AND GAS INC MN CO
CS
665531307
15047055
424938
SH
SOLE
424938
0
0
PINNACLE FINL PARTNERS INC
CS
72346Q104
24754181
252671
SH
SOLE
252106
0
0
PPG INDS INC
CS
693506107
22431440
169345
SH
SOLE
168720
0
0
PRIMORIS SVCS CORP
CS
74164F103
15937733
274410
SH
SOLE
274410
0
0
PROGRESSIVE CORP OHIO
CS
743315103
33224866
130930
SH
SOLE
130427
0
0
RB GLOBAL INC COM NPV
CS
74935Q107
17801239
221161
SH
SOLE
220377
0
0
RUSH ENTERPISES INC
CS
781846209
19656934
372079
SH
SOLE
372079
0
0
SPDR SER TR SPDR BLOOMBERG
ETF
78468R663
39505980
430301
SH
SOLE
429449
0
0
STONEX GROUP INC COM
CS
861896108
9275366
113280
SH
SOLE
113280
0
0