15 Stock Picks of Michael O Keefe's 12th Street Asset Management
In this piece, we will take a look at the top 15 stock picks of Michael O' Keefe's 12th Street Asset Management. If you want to skip Mr.
Hedge Fund - 12th Street Asset Management
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $591,184,288 |
| Change This QTR | +1.02% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Spdr Ser Tr Spdr Bloomberg - ETF | 594,971 | $54,588,597 | +20% | 9.23% | ||
| 2. | CLH | 214,111 | $49,720,774 | -2% | 8.41% | ||
| 3. | CRH | 334,446 | $40,100,053 | -2% | 6.78% | ||
| 4. | AZO | 8,872 | $38,063,799 | -2% | 6.44% | ||
| 5. | KEX | 441,357 | $36,831,253 | -10% | 6.23% |
News, Interviews and Investor Letters
Dycom Industries (DY), FedEx Corporation (FDX) Among 12th Street Asset Management's Top Picks at the End of Q1
12th Street Asset Management Company, LLC is a fund headquartered in Chicago, founded by Michael G. O'Keefe in 2007.
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