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 | $548,043,612 |
| Change This QTR | +0.95% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CLH | 257,754 | $58,291,164 | -2% | 10.63% | ||
| 2. | Spdr Ser Tr Spdr Bloomberg | 575,380 | $52,808,337 | +69% | 9.63% | ||
| 3. | GPK | 1,570,404 | $41,160,292 | -1% | 7.51% | ||
| 4. | KEX | 297,078 | $35,569,149 | +86% | 6.49% | ||
| 5. | LKQ | 848,799 | $35,301,551 | +9% | 6.44% |
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.
