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
Get Email AlertsMichael O'keefe Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $495,915,106 |
| Change This QTR | +1.04% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CLH | 352,134 | $57,901,464 | -4% | 11.67% | ||
| 2. | BERY | 858,246 | $55,219,564 | +2% | 11.13% | ||
| 3. | LKQ | 683,502 | $39,827,669 | +23% | 8.03% | ||
| 4. | GPK | 1,645,190 | $39,533,924 | +1% | 7.97% | ||
| 5. | Spdr Ser Tr Spdr Bloomberg | 292,215 | $26,831,159 | -1% | 5.41% |
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.
