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
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Fund Profile
Filing Period:
| Fund Name: | 12th Street Asset Management |
| Manager | Michael O'keefe |
| Portfolio Value | $606,840,731 |
| Change This QTR | +1.03% |
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 | 210,239 | $49,296,835 | -2% | 8.12% | ||
| 2. | CIEN | 179,584 | $41,999,320 | -3% | 6.92% | ||
| 3. | CRH | 325,057 | $40,567,078 | -3% | 6.68% | ||
| 4. | PNFP | 416,090 | $39,699,192 | +31% | 6.54% | ||
| 5. | LKQ | 1,300,831 | $39,285,101 | +20% | 6.47% |
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.
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