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 | $581,700,300 |
| Change This QTR | +0.99% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| 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% |
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.
