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 | $437,177,000 |
| Change This QTR | +0.92% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| 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% |
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.
