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
Get Email AlertsMichael O'keefe Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $586,768,557 |
| Change This QTR | +0.97% |
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 | 817,266 | $74,967,833 | +215% | 12.78% | ||
| 2. | KEX | 406,149 | $41,025,111 | +28% | 6.99% | ||
| 3. | LKQ | 957,730 | $40,741,829 | +1% | 6.94% | ||
| 4. | CLH | 193,047 | $38,049,505 | +4% | 6.48% | ||
| 5. | PNFP | 341,706 | $36,234,527 | +13% | 6.18% |
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.
