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

12th Street Asset Management Company, LLC held 55,105 DY 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 55,105 shares
    Change vs previous 13F -13,373 shares

    3.97% of the 13F portfolio, value $27,860,537.

    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 68,478 shares
    Change vs previous 13F +1,225 shares

    3.8% of the 13F portfolio, value $23,201,716.

    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 67,253 shares
    Change vs previous 13F +15 shares

    3.74% of the 13F portfolio, value $22,724,789.

    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 67,238 shares
    Change vs previous 13F +22,077 shares

    3.32% of the 13F portfolio, value $19,617,359.

    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 45,161 shares
    Change vs previous 13F +17,962 shares

    1.9% of the 13F portfolio, value $11,036,896.

    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 27,199 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $4,143,496.

    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).