12th Street Asset Management Company, LLC 13F 持仓 · 2026年Q2
12th Street Asset Management Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 7.02 亿美元。前几大持仓：BIL（7.34%）、CLH（7.09%）、PNFP（6.19%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SER TR SPDR BLOOMBERG | $51.5M | 7.34% | 562,486 | 增持 |
| 2 | CLH | CLEAN HARBORS INC | $49.8M | 7.09% | 166,534 | 减持 |
| 3 | PNFP | PINNACLE FINL PARTNERS INC COM | $43.4M | 6.19% | 430,655 | 增持 |
| 4 | KNX | KNIGHT SWIFT TRANSN HLDGS INC | $42.7M | 6.09% | 548,785 | 增持 |
| 5 | KEX | KIRBY CORP | $39.8M | 5.67% | 292,564 | 增持 |
| 6 | CRH | CRH PLC ORD | $35.9M | 5.12% | 335,850 | 增持 |
| 7 | SGI | SOMNIGROUP INTERNATIONAL INC C | $32.4M | 4.61% | 412,964 | 增持 |
| 8 | HQY | HEALTHEQUITY INC | $31.2M | 4.44% | 345,390 | 增持 |
| 9 | BC | BRUNSWICK CORP | $30.9M | 4.40% | 366,273 | 增持 |
| 10 | DELL | DELL TECHNOLOGIES INC | $30.5M | 4.34% | 70,617 | 减持 |
| 11 | DY | DYCOM INDS INC | $27.9M | 3.97% | 55,105 | 减持 |
| 12 | RBA | RB GLOBAL INC COM NPV | $25.9M | 3.69% | 222,228 | 增持 |
| 13 | POOL | POOL CORPORATION | $24.6M | 3.51% | 114,637 | 新建仓 |
| 14 | CIEN | CIENA CORP | $22.9M | 3.27% | 46,777 | 减持 |
| 15 | AZO | AUTOZONE INC | $21.0M | 3.00% | 6,582 | 减持 |
| 16 | SSNC | SSNC TECHNOLOGIES HLDGS INC | $20.8M | 2.96% | 335,218 | 新建仓 |
| 17 | GNRC | GENERAC HLDGS INC | $20.0M | 2.85% | 68,264 | 增持 |
| 18 | LKQ | LKQ CORP | $19.1M | 2.73% | 727,020 | 减持 |
| 19 | MAS | MASCO CORP | $16.4M | 2.34% | 202,155 | 减持 |
| 20 | SNEX | STONEX GROUP INC COM | $14.3M | 2.04% | 120,677 | 减持 |
| 21 | MRTN | MARTEN TRANS LTD | $13.2M | 1.88% | 758,634 | 新建仓 |
| 22 | GVA | GRANITE CONSTR INC | $12.2M | 1.74% | 77,058 | 增持 |
| 23 | PGR | PROGRESSIVE CORP OHIO | $11.2M | 1.59% | 51,116 | 增持 |
| 24 | RUSHA | RUSH ENTERPISES INC | $10.5M | 1.50% | 144,300 | 减持 |
| 25 | FBK | FB FINL CORP | $9.5M | 1.36% | 172,500 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR