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
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $531,646,082 |
| Change This QTR | +1.09% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | BERY | 760,274 | $51,234,867 | -3% | 9.63% | ||
| 2. | CLH | 261,702 | $45,669,691 | -3% | 8.59% | ||
| 3. | GPK | 1,593,370 | $39,276,569 | -3% | 7.38% | ||
| 4. | LKQ | 783,147 | $37,426,608 | +16% | 7.03% | ||
| 5. | Spdr Ser Tr | 359,288 | $32,835,352 | +10% | 6.17% |
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.
