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

12th Street Asset Management Company, LLC held 222,228 RBA 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 222,228 shares
    Change vs previous 13F +9,974 shares

    3.69% of the 13F portfolio, value $25,878,429.

    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 212,254 shares
    Change vs previous 13F -7,873 shares

    3.33% of the 13F portfolio, value $20,344,590.

    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 220,127 shares
    Change vs previous 13F +102,004 shares

    3.73% of the 13F portfolio, value $22,644,473.

    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 118,123 shares
    Change vs previous 13F -63,239 shares

    2.17% of the 13F portfolio, value $12,799,781.

    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 181,362 shares
    Change vs previous 13F -86,990 shares

    3.31% of the 13F portfolio, value $19,258,857.

    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 268,352 shares
    Change vs previous 13F -67,113 shares

    4.59% of the 13F portfolio, value $26,915,701.

    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 335,465 shares
    Change vs previous 13F +114,304 shares

    4.99% of the 13F portfolio, value $30,262,338.

    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 221,161 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $17,801,239.

    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).