12th Street Asset Management Company Llc (1633703) Portfolio


Number of Companies: 16
Inflow: $63,416 K
Outflow: $-13,674 K
Net Flow: $49,742 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
867 10 Treehouse Foods Inc (THS) Packaged Food 124,351 New Holding 124,351 $86.75 $10,787 $10,787
51 1 Dycom Industries Inc (DY) Infrastructure Construction 324,976 Added More 165,662 $64.66 $10,713 $21,016
3025 1 Fedex Corp (FDX) Courier Services 148,129 Added More 48,512 $162.72 $7,893 $24,103
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 815,886 Added More 184,675 $31.93 $5,896 $26,051
901 3 Thor Industries Inc (THO) Recreational Vehicles 292,843 Added More 67,049 $63.77 $4,275 $18,674
2220 6 Mobile Mini Inc (MINI) Logistics Services 535,101 Added More 120,112 $33.02 $3,966 $17,669
2437 5 Clean Harbors Inc (CLH) Cement And Aggregates 290,735 Added More 77,116 $49.34 $3,804 $14,344
274 1 Swift Transportation Co (SWFT) Trucking 638,840 Added More 158,405 $18.62 $2,951 $11,901
2569 12 Werner Enterprises Inc (WERN) Trucking 491,495 Added More 105,428 $27.16 $2,863 $13,349
670 4 Stoneridge Inc (SRI) Electrical Components 167,137 New Holding 167,137 $14.56 $2,433 $2,433
2460 16 Packaging Corp Of America (PKG) Containers And Packaging 205,628 Added More 39,755 $60.40 $2,401 $12,419
1638 190 Centerstate Banks Inc (CSFL) Banks 377,149 Added More 141,474 $14.89 $2,106 $5,615
1103 8 Steris Plc (STE) Health Care Supplies 28,405 New Holding 28,405 $71.05 $2,018 $2,018
2139 8 Marten Transport Ltd (MRTN) Trucking 309,603 Added More 69,693 $18.71 $1,304 $5,795
3069 19 Autozone Inc (AZO) Automotive Retailers 3,784 Sold Some -135 $796.69 $-107 $3,014
2992 17 Advance Auto Parts Inc (AAP) Automotive Retailers 0 Sold All -84,611 $160.33 $-13,566 $0