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13F-HR filed by 12th Street Asset Management Company, LLC

12th Street Asset Management Company, LLC filed this 13F-HR for the quarter ended 2015-06-30, filed 2015-08-11, with 15 holding rows worth $310,072,000.

Accession
0001633703-15-000007
Filed
2015-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2015

A holdings report, 15 entries on the cover page, a total value of $310,072,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $310,072,000 with VALUE read as thousands by filing date, 13F file number 028-16737. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
LKQ CORP COM501889208Stock1,107,540$34,586,000thousands by filing date
WALGREENS BOOTS ALLIANCE INC931427108COM359,980$32,836,000thousands by filing date
DYCOM INDS INC COM267475101Stock510,286$32,113,000thousands by filing date
FEDEX CORP COM31428X106Stock181,889$30,864,000thousands by filing date
ADVANCE AUTO PARTS INC00751Y106COM153,371$25,994,000thousands by filing date
THE ADT CORPORATION00101J106COM703,480$23,891,000thousands by filing date
MOBILE MINI INC60740F105COM576,249$21,555,000thousands by filing date
PACKAGING CORP AMER COM695156109Stock292,813$20,371,000thousands by filing date
CLEAN HARBORS INC COM184496107Stock387,564$20,327,000thousands by filing date
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share252,703$19,894,000thousands by filing date
WERNER ENTERPRISES INC950755108COM639,447$17,740,000thousands by filing date
THOR INDS INC885160101COM179,421$10,155,000thousands by filing date
SWIFT TRANSPORTATION CO87074U101COM404,936$9,368,000thousands by filing date
MARTEN TRANSPORT LTD573075108COM467,457$9,304,000thousands by filing date
CENTERSTATE BK CORP15201P109COM79,501$1,074,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001633703-15-000007this filing2015-08-11acceptance time not in the bulk data set