Hedge Fund - 12th Street Asset Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | KEX | 486,235 | $55,143,911 | +20% | 9.48% | ||
| 2. | CLH | 217,632 | $50,312,097 | +13% | 8.65% | ||
| 3. | Spdr Ser Tr Spdr Bloomberg - ETF | 497,726 | $45,656,412 | -40% | 7.85% | ||
| 4. | PNFP | 324,938 | $35,876,349 | -5% | 6.17% | ||
| 5. | LKQ | 912,288 | $33,763,761 | -5% | 5.8% |
