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 | $611,363,059 |
| Change This QTR | +1.01% |
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 | 204,716 | $58,698,211 | -3% | 9.6% | ||
| 2. | LKQ | 1,384,808 | $40,671,817 | +7% | 6.65% | ||
| 3. | KEX | 291,138 | $38,686,448 | -3% | 6.33% | ||
| 4. | Spdr Ser Tr Spdr Bloomberg - ETF | 409,762 | $37,550,589 | -1% | 6.14% | ||
| 5. | CRH | 332,550 | $34,957,626 | +3% | 5.72% |
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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