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Manager record

12th Street Asset Management Company, LLC

Nashville, TN · CIK 1633703 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$701.82MReported 13F valueQ2 2026 · as filed
32Holdings listed
+14.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $581.7M$581.7MQ2 202530 holdingsQ3 2025: $591.2M$591.2MQ3 202530 holdingsQ4 2025: $606.8M$606.8MQ4 202532 holdingsQ1 2026: $611.4M$611.4MQ1 202632 holdingsQ2 2026: $701.8M$701.8MQ2 202632 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$701.82M · 32 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$611.36M · 32 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$606.84M · 32 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$591.18M · 30 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$581.70M · 30 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology