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12th Street Asset Management Company, LLC: BC 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 BC, newest first. How the timeline and the estimate are built.

12th Street Asset Management Company, LLC held 366,273 BC 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 366,273 shares
    Change vs previous 13F +14,401 shares

    4.4% of the 13F portfolio, value $30,854,821.

    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 351,872 shares
    Change vs previous 13F -6,687 shares

    4.19% of the 13F portfolio, value $25,602,219.

    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 358,559 shares
    Change vs previous 13F -4,822 shares

    4.39% of the 13F portfolio, value $26,619,452.

    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 363,381 shares
    Change vs previous 13F +102,985 shares

    3.89% of the 13F portfolio, value $22,980,211.

    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 260,396 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $14,384,275.

    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).