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.
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 | $596,088,610 |
| Change This QTR | +0.85% |
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 | 798,737 | $73,196,240 | +43% | 12.28% | ||
| 2. | CLH | 160,926 | $49,924,065 | -4% | 8.38% | ||
| 3. | Pinnacle Finl Partners Inc Com | 473,886 | $44,360,464 | +11% | 7.44% | ||
| 4. | KEX | 293,515 | $38,523,874 | +1% | 6.46% | ||
| 5. | DELL | 55,662 | $29,943,193 | -22% | 5.02% |
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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