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

12th Street Asset Management Company, LLC held 223,881 IIIV 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 223,881 shares
    Change vs previous 13F -298,940 shares

    0.68% of the 13F portfolio, value $4,782,098.

    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 522,821 shares
    Change vs previous 13F -72,288 shares

    1.91% of the 13F portfolio, value $11,690,267.

    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 595,109 shares
    Change vs previous 13F -14,833 shares

    2.47% of the 13F portfolio, value $14,990,784.

    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 609,942 shares
    Change vs previous 13F +375,240 shares

    3.35% of the 13F portfolio, value $19,798,729.

    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 234,702 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $6,449,611.

    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).