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

12th Street Asset Management Company, LLC held 412,964 SGI 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 412,964 shares
    Change vs previous 13F +4,403 shares

    4.61% of the 13F portfolio, value $32,376,389.

    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 408,561 shares
    Change vs previous 13F -16,040 shares

    4.94% of the 13F portfolio, value $30,200,794.

    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 424,601 shares
    Change vs previous 13F -11,754 shares

    6.25% of the 13F portfolio, value $37,908,377.

    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 436,355 shares
    Change vs previous 13F -8,288 shares

    6.22% of the 13F portfolio, value $36,797,814.

    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 444,643 shares
    Change vs previous 13F -20,713 shares

    5.2% of the 13F portfolio, value $30,257,926.

    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 465,356 shares
    Change vs previous 13F +94,239 shares

    4.75% of the 13F portfolio, value $27,865,518.

    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 371,117 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $21,038,642.

    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).