12th Street Asset Management Company, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$388.7M
Holdings
20
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LKQ1LKQ CORP COM NEW | 1,151,284 | $37.9M | 9.76% | |
| 2 | —MOBILE MINI INC | 981,551 | $29.3M | 7.54% | |
| 3 | NUANEURNUANCE COMMUNICATIONS | 1,636,413 | $28.5M | 7.33% | |
| 4 | FDXFEDEX CORP | 127,658 | $27.7M | 7.14% | |
| 5 | DYDYCOM INDS INC | 307,858 | $27.6M | 7.09% | |
| 6 | THSTREEHOUSE FOODS INC | 331,905 | $27.1M | 6.97% | |
| 7 | —ENVISION HEALTHCARE | 386,129 | $24.2M | 6.23% | |
| 8 | DGDOLLAR GENERAL | 325,846 | $23.5M | 6.04% | |
| 9 | THOTHOR INDS INC | 216,037 | $22.6M | 5.81% | |
| 10 | WBAWALGREENS BOOTS ALLIA | 268,353 | $21.0M | 5.41% | |
| 11 | AAPLAPPLE INCORPORATED | 141,381 | $20.4M | 5.24% | |
| 12 | PKGPACKAGING CORP AMER | 145,740 | $16.2M | 4.18% | |
| 13 | CSFLUSDCENTERSTATE BANKS INC | 560,334 | $13.9M | 3.58% | |
| 14 | —SWIFT TRANSPORTATION CO | 518,975 | $13.8M | 3.54% | |
| 15 | CLHCLEAN HBRS INC | 216,295 | $12.1M | 3.11% | |
| 16 | ZTSZOETIS | 177,241 | $11.1M | 2.84% | |
| 17 | MRTNMARTEN TRANS LTD | 351,346 | $9.6M | 2.48% | |
| 18 | STESTERIS | 103,863 | $8.5M | 2.18% | |
| 19 | —DST SYSTEMS | 115,137 | $7.1M | 1.83% | |
| 20 | WERNWERNER ENTERPRISES IN | 227,940 | $6.7M | 1.72% |