StockDriftsStockDriftsTop 32 12th Street Asset Management Company, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLH | CLEAN HARBORS INC | 9.6% | 204.7K | $58.7M | -2.63%(-5.52K) | $91.91(+216.82%) | 2026-03-31 | |
| LKQ | LKQ CORP | 6.65% | 1.38M | $40.7M | +6.46%(+83.98K) | $36.03(-26.32%) | 2026-03-31 | |
| KEX | KIRBY CORP | 6.33% | 291.1K | $38.7M | -2.32%(-6.92K) | $100.53(+29.16%) | 2026-03-31 | |
| BIL | SPDR SER TR SPDR BLOOMBERG | 6.14% | 409.8K | $37.6M | -0.41%(-1.70K) | $91.63(-0.20%) | 2026-03-31 | |
| CRH | CRH PLC ORD | 5.72% | 332.6K | $35.0M | +2.31%(+7.49K) | $78.96(+36.19%) | 2026-03-31 | |
| PNFP | PINNACLE FINL PARTNERS INC COM | 5.67% | 402.3K | $34.7M | new | $89.29(+11.43%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC C | 4.94% | 408.6K | $30.2M | -3.78%(-16.04K) | $56.18(+39.61%) | 2026-03-31 | |
| KNX | KNIGHT SWIFT TRANSN HLDGS INC | 4.61% | 489.4K | $28.2M | +165.76%(+305.24K) | $50.23(+51.99%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 4.59% | 8.3K | $28.0M | -3.77%(-325) | $1753.35(+80.19%) | 2026-03-31 | |
| BC | BRUNSWICK CORP | 4.19% | 351.9K | $25.6M | -1.86%(-6.69K) | $55.75(+41.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.25% | +37.67% |
| Top 20 Holdings Unweighted | +13.34% | +45.61% |
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