12th Street Asset Management Company, LLC
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 701,817
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 32 | 701,817 | 13F-HR | 12th Street Asset Management Company, LLC |
| Q1 2026 | 5/12/2026 | 32 | 611,363 | 13F-HR | 12th Street Asset Management Company, LLC |
| Q4 2025 | 2/9/2026 | 32 | 606,841 | 13F-HR | 12th Street Asset Management Company, LLC |
| Q3 2025 | 11/6/2025 | 30 | 591,184 | 13F-HR | 12th Street Asset Management Company, LLC |
| Q2 2025 | 8/11/2025 | 30 | 581,700 | 13F-HR | 12th Street Asset Management Company, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 650.3 K | 92.7% | 77.1 K | 0 | 77.1 K |
| ETFs | 51.55 K | 7.3% | 13.35 K | 0 | 13.35 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
701,817
Holdings
32
QoQ value change ($000)
90,454
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.