12th Street Asset Management Company, LLC holds a focused book of 32 stocks worth $701.8M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Pool Corp and trimmed Clean Harbors Inc. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+28.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning 12th Street Asset Management Company, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~0 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 12th Street Asset Management Company, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 36 / 32 | $55.8B |
| FMR LLC | 36 / 32 | $25.6B |
| JPMORGAN CHASE & CO | 36 / 32 | $14.4B |
| MORGAN STANLEY | 36 / 32 | $13.1B |
| BANK OF AMERICA CORP /DE/ | 36 / 32 | $10.8B |
| GOLDMAN SACHS GROUP INC | 36 / 32 | $6.7B |
| NORTHERN TRUST CORP | 36 / 32 | $6.0B |
| Bank of New York Mellon Corp | 36 / 32 | $5.6B |
Ranked by how many of 12th Street Asset Management Company, LLC's top 32 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Ser TR SPDR Bloomberg ETF | $51.5M | 562.5K | 7.3% | ▲+37% Added · +153K sh | |
| 2 | Clean Harbors Inc CS | $49.8M | 166.5K | 7.1% | ▼−19% Reduced · −38K sh | |
| 3 | Pinnacle Finl Partners Inc Com CS | $43.4M | 430.7K | 6.2% | ▲+7.0% Added · +28K sh | |
| 4 | Knight Swift Transn Hldgs Inc CS | $42.7M | 548.8K | 6.1% | ▲+12% Added · +59K sh | |
| 5 | Kirby Corp CS | $39.8M | 292.6K | 5.7% | ▲+0.5% Added · +1K sh | |
| 6 | CRH PLC Ord CS | $35.9M | 335.9K | 5.1% | ▲+1.0% Added · +3K sh | |
| 7 | Somnigroup International Inc C CS | $32.4M | 413.0K | 4.6% | ▲+1.1% Added · +4K sh | |
| 8 | Healthequity Inc CS | $31.2M | 345.4K | 4.4% | ▲+37% Added · +94K sh | |
| 9 | Brunswick Corp CS | $30.9M | 366.3K | 4.4% | ▲+4.1% Added · +14K sh | |
| 10 | Dell Technologies Inc CS | $30.5M | 70.6K | 4.3% | ▼−6.0% Reduced · −4K sh | |
| 11 | Dycom Inds Inc CS | $27.9M | 55.1K | 4.0% | ▼−20% Reduced · −13K sh | |
| 12 | RB Global Inc Com NPV CS | $25.9M | 222.2K | 3.7% | ▲+4.7% Added · +10K sh | |
| 13 | Pool Corporation CS | $24.6M | 114.6K | 3.5% | ▲New New position | |
| 14 | Ciena Corp CS | $22.9M | 46.8K | 3.3% | ▼−26% Reduced · −17K sh | |
| 15 | Autozone Inc CS | $21.0M | 6.6K | 3.0% | ▼−21% Reduced · −2K sh | |
| 16 | SSNC Technologies Hldgs Inc CS | $20.8M | 335.2K | 3.0% | ▲New New position | |
| 17 | Generac Hldgs Inc CS | $20.0M | 68.3K | 2.8% | ▲+2.0% Added · +1K sh | |
| 18 | LKQ Corp CS | $19.1M | 727.0K | 2.7% | ▼−48% Reduced · −658K sh | |
| 19 | Masco Corp CS | $16.4M | 202.2K | 2.3% | ▼−10% Reduced · −23K sh | |
| 20 | Stonex Group Inc Com CS | $14.3M | 120.7K | 2.0% | ▼−35% Reduced · −66K sh | |
| 21 | Marten Trans Ltd CS | $13.2M | 758.6K | 1.9% | ▲New New position | |
| 22 | Granite Constr Inc CS | $12.2M | 77.1K | 1.7% | ▲+24% Added · +15K sh | |
| 23 | Progressive Corp Ohio CS | $11.2M | 51.1K | 1.6% | ▲+1.0% Added · +489 sh | |
| 24 | Rush Enterpises Inc CS | $10.5M | 144.3K | 1.5% | ▼−26% Reduced · −51K sh | |
| 25 | FB Finl Corp CS | $9.5M | 172.5K | 1.4% | ▼−30% Reduced · −75K sh | |
| 26 | Diamondback Energy Inc CS | $8.7M | 49.7K | 1.2% | ▲+0.8% Added · +393 sh | |
| 27 | Siteone Landscape Supply Inc CS | $8.6M | 75.5K | 1.2% | ▲New New position | |
| 28 | Construction Partners Inc Com CS | $6.6M | 55.4K | 0.9% | ▲+7.4% Added · +4K sh | |
| 29 | Eagle Materials Inc CS | $6.1M | 27.1K | 0.9% | ▼~0% Reduced · −10 sh | |
| 30 | Louisiana Pac Corp CS | $5.4M | 68.6K | 0.8% | ▲+60% Added · +26K sh | |
| 31 | I3 Verticals Inc Com CL A CS | $4.8M | 223.9K | 0.7% | ▼−57% Reduced · −299K sh | |
| 32 | Harrow Inc Com CS | $3.9M | 91.4K | 0.6% | ▼−46% Reduced · −77K sh |
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Use Arkolith to show 12th Street Asset Management Company, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.