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

12th Street Asset Management Company, LLC held 27,092 EXP 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 27,092 shares
    Change vs previous 13F -10 shares

    0.87% of the 13F portfolio, value $6,095,700.

    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 27,102 shares
    Change vs previous 13F +152 shares

    0.84% of the 13F portfolio, value $5,134,474.

    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 26,950 shares
    Change vs previous 13F +11 shares

    0.92% of the 13F portfolio, value $5,570,026.

    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 26,939 shares
    Change vs previous 13F -349 shares

    1.06% of the 13F portfolio, value $6,277,865.

    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 27,288 shares
    Change vs previous 13F -15,405 shares

    0.95% of the 13F portfolio, value $5,515,178.

    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 42,693 shares
    Change vs previous 13F +628 shares

    1.61% of the 13F portfolio, value $9,474,857.

    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 42,065 shares
    Change vs previous 13F +1,511 shares

    1.71% of the 13F portfolio, value $10,379,959.

    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 40,554 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $11,665,358.

    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).