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

12th Street Asset Management Company, LLC held 202,155 MAS 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 202,155 shares
    Change vs previous 13F -22,810 shares

    2.34% of the 13F portfolio, value $16,449,331.

    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 224,965 shares
    Change vs previous 13F -11,260 shares

    2.22% of the 13F portfolio, value $13,581,134.

    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 236,225 shares
    Change vs previous 13F -7,881 shares

    2.47% of the 13F portfolio, value $14,990,843.

    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 244,106 shares
    Change vs previous 13F -5,638 shares

    2.91% of the 13F portfolio, value $17,182,623.

    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 249,744 shares
    Change vs previous 13F -14,094 shares

    2.76% of the 13F portfolio, value $16,073,554.

    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 263,838 shares
    Change vs previous 13F -7,294 shares

    3.13% of the 13F portfolio, value $18,347,305.

    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 271,132 shares
    Change vs previous 13F -2,192 shares

    3.24% of the 13F portfolio, value $19,676,053.

    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 273,324 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $22,942,851.

    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).