Hedge Fund - 12th Street Asset Management

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Fund Profile

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Top 13F Holdings

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Last updated on May 12, 2021 based on SEC 13F filings Last update: May 12, 2021

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.	Berry Global Group Inc.	BERY	751,306	$46,130	+8%	9.66%
2.	Lkq Corp	LKQ	900,421	$38,115	+1%	7.98%
3.	Crown Holdings Inc	CCK	384,765	$37,338	-11%	7.82%
4.	Fedex Corp	FDX	125,185	$35,558	+1%	7.45%
5.	Dollar General Corp	DG	167,455	$33,929	+1%	7.1%

News, Interviews and Investor Letters

Dycom Industries (DY), FedEx Corporation (FDX) Among 12th Street Asset Management’s Top Picks at the End of Q1