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12th Street Asset Management Company, LLC: AZO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12th Street Asset Management Company, LLC on AZO, newest first. How the timeline and the estimate are built.

12th Street Asset Management Company, LLC held 6,582 AZO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,582 shares
    Change vs previous 13F -1,719 shares

    3% of the 13F portfolio, value $21,035,946.

    13F-HR 0001633703-26-000010 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,301 shares
    Change vs previous 13F -325 shares

    4.59% of the 13F portfolio, value $28,039,236.

    13F-HR 0001633703-26-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,626 shares
    Change vs previous 13F -246 shares

    4.82% of the 13F portfolio, value $29,255,364.

    13F-HR 0001633703-26-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,872 shares
    Change vs previous 13F -155 shares

    6.44% of the 13F portfolio, value $38,063,799.

    13F-HR 0001633703-25-000013 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,027 shares
    Change vs previous 13F -403 shares

    5.76% of the 13F portfolio, value $33,510,894.

    13F-HR 0001633703-25-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,430 shares
    Change vs previous 13F +1,494 shares

    6.13% of the 13F portfolio, value $35,955,126.

    13F-HR 0001633703-25-000005 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,936 shares
    Change vs previous 13F -12 shares

    4.19% of the 13F portfolio, value $25,412,289.

    13F-HR 0001633703-25-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,948 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $25,037,715.

    13F-HR 0001633703-24-000012 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).