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Disclosery

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

12th Street Asset Management Company, LLC held 70,617 DELL 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 70,617 shares
    Change vs previous 13F -4,493 shares

    4.34% of the 13F portfolio, value $30,468,227.

    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 75,110 shares
    Change vs previous 13F -1,132 shares

    2.02% of the 13F portfolio, value $12,327,852.

    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 76,242 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $9,597,328.

    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).