12th Street Asset Management Company, LLC Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$398.6M
Holdings
20
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LKQ1LKQ CORP | 1,092,652 | $44.4M | 11.15% | |
| 2 | DYDYCOM INDS INC | 365,287 | $40.7M | 10.21% | |
| 3 | DGDOLLAR GEN CORP NEW | 355,352 | $33.1M | 8.29% | |
| 4 | FDXFEDEX CORP | 130,375 | $32.5M | 8.16% | |
| 5 | THOTHOR INDS INC | 215,060 | $32.4M | 8.13% | |
| 6 | NUANEURNUANCE COMMUNICATIONS INC | 1,934,188 | $31.6M | 7.93% | |
| 7 | —MOBILE MINI INC | 786,397 | $27.1M | 6.81% | |
| 8 | —ENVISION HEALTHCARE CORP COM | 772,999 | $26.7M | 6.70% | |
| 9 | AAPLAPPLE INC COM | 146,096 | $24.7M | 6.20% | |
| 10 | PGRPROGRESSIVE CORP OHIO | 301,591 | $17.0M | 4.26% | |
| 11 | KNXKNIGHT SWIFT TRANSN HLDGS INC | 378,111 | $16.5M | 4.15% | |
| 12 | CSFLUSDCENTERSTATE BKS FLA INC | 550,994 | $14.2M | 3.56% | |
| 13 | ZTSZOETIS INC | 183,595 | $13.2M | 3.32% | |
| 14 | CLHCLEAN HARBORS INC | 223,709 | $12.1M | 3.04% | |
| 15 | MRTNMARTEN TRANS LTD | 554,077 | $11.2M | 2.82% | |
| 16 | —STERIS PLC | 101,941 | $8.9M | 2.24% | |
| 17 | —DST SYS INC DEL | 110,263 | $6.8M | 1.72% | |
| 18 | CORECORE MARK HOLDING CO INC | 67,138 | $2.1M | 0.53% | |
| 19 | HUBGHUB GROUP INC | 43,031 | $2.1M | 0.52% | |
| 20 | —USA TRUCK INC | 57,179 | $1.0M | 0.26% |