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. | CLH | 204,716 | $58,698,211 | -3% | 9.6% | ||
| 2. | LKQ | 1,384,808 | $40,671,817 | +7% | 6.65% | ||
| 3. | KEX | 291,138 | $38,686,448 | -3% | 6.33% | ||
| 4. | Spdr Ser Tr Spdr Bloomberg - ETF | 409,762 | $37,550,589 | -1% | 6.14% | ||
| 5. | CRH | 332,550 | $34,957,626 | +3% | 5.72% |
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