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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 2017-03-31, filed 2017-05-05, with 20 holding rows worth $345,046,000.

Accession
0001633703-17-000012
Filed
2017-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2017

A holdings report, 36 entries on the cover page, a total value of $345,046,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $345,046,000 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.

Other managers

  • included managerNatixis Global Asset Management, L.P.

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 COM501889208Stock1,146,464$33,557,000thousands by filing date
DYCOM INDS INC COM267475101Stock306,601$28,499,000thousands by filing date
FEDEX CORP COM31428X106Stock132,455$25,849,000thousands by filing date
MOBILE MINI INC60740F105COM792,237$24,163,000thousands by filing date
ENVISION HEALTHCARE CORP29414D100COM384,362$23,569,000thousands by filing date
WALGREENS BOOTS ALLIANCE INC931427108COM283,278$23,526,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock297,573$21,156,000thousands by filing date
THOR INDS INC885160101COM215,062$20,674,000thousands by filing date
TREEHOUSE FOODS INC COM89469A104Stock239,089$20,241,000thousands by filing date
Apple Inc037833100COM140,087$20,125,000thousands by filing date
SWIFT TRANSPORTATION CO87074U101COM917,228$18,840,000thousands by filing date
CENTERSTATE BK CORP15201P109COM561,282$14,537,000thousands by filing date
PACKAGING CORP AMER COM695156109Stock155,800$14,274,000thousands by filing date
CLEAN HARBORS INC COM184496107Stock223,907$13,066,000thousands by filing date
ZOETIS INC CL A98978V103Stock176,655$9,428,000thousands by filing date
STONERIDGE INC86183P102COMMON STOCK500,315$9,076,000thousands by filing date
MARTEN TRANSPORT LTD573075108COM372,174$8,727,000thousands by filing date
STERIS CORP859152100COMMON STOCK111,443$7,741,000thousands by filing date
WERNER ENTERPRISES INC950755108COM226,420$5,932,000thousands by filing date
DST SYS INC DEL233326107COM16,863$2,066,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001633703-17-000012this filing2017-05-05acceptance time not in the bulk data set