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 | $701,817,160 |
| Change This QTR | +1.15% |
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 | 562,486 | $51,546,216 | +38% | 7.34% | ||
| 2. | CLH | 166,534 | $49,752,025 | -19% | 7.09% | ||
| 3. | Pinnacle Finl Partners Inc Com | 430,655 | $43,444,467 | +8% | 6.19% | ||
| 4. | KNX | 548,785 | $42,733,895 | +13% | 6.09% | ||
| 5. | KEX | 292,564 | $39,779,959 | +1% | 5.67% |
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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