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

12th Street Asset Management Company, LLC held 292,564 KEX 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 292,564 shares
    Change vs previous 13F +1,426 shares

    5.67% of the 13F portfolio, value $39,779,959.

    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 291,138 shares
    Change vs previous 13F -6,915 shares

    6.33% of the 13F portfolio, value $38,686,448.

    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 298,053 shares
    Change vs previous 13F -143,304 shares

    5.41% of the 13F portfolio, value $32,839,505.

    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 441,357 shares
    Change vs previous 13F -44,878 shares

    6.23% of the 13F portfolio, value $36,831,253.

    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 486,235 shares
    Change vs previous 13F +80,086 shares

    9.48% of the 13F portfolio, value $55,143,911.

    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 406,149 shares
    Change vs previous 13F +87,646 shares

    6.99% of the 13F portfolio, value $41,025,111.

    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 318,503 shares
    Change vs previous 13F -827 shares

    5.56% of the 13F portfolio, value $33,697,617.

    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 319,330 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $39,095,572.

    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).