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.
Fund Name: | 12th Street Asset Management |
Manager | Michael O'keefe |
Portfolio Value | $437,177,000 |
Change This QTR | +0.92% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | BERY | 607,849 | $35,232 | -2% | 8.05% | ||
2. | CLH | 306,662 | $34,236 | -2% | 7.83% | ||
3. | PXD | 119,110 | $29,723 | +28% | 6.79% | ||
4. | DG | 132,761 | $29,519 | -8% | 6.75% | ||
5. | GPK | 1,392,677 | $28,183 | -22% | 6.44% |