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| 12th Street Asset Management LLC
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| CRD # | 153528 |
| SEC # | 801-76968 |
| CIK # | 0001633703, 0001449906 |
| AUM | 621.6 M (2026-02-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-915-3701 |
| Address | 102 Woodmont Blvd Nashville, TN 37205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633703 0001449906 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Clean Harbors Inc | 58.7 | ||
| LKQ Corp | 40.7 | ||
| Kirby Corp | 38.7 | ||
| CRH Public Ltd Co | 35.0 | ||
| Pinnacle Financial Partners Inc | 34.7 | ||
| Tempur Pedic International Inc | 30.2 | ||
| Swift Transportation Co | 28.2 | ||
| Autozone Inc | 28.0 | ||
| Brunswick Corp | 25.6 | ||
| Ciena Corp | 24.6 | ||
| Dycom Industries Inc | 23.2 | ||
| HealthEquity Inc | 21.0 | ||
| Ritchie Bros Auctioneers Inc | 20.3 | ||
| First Horizon National Corp | 15.9 | ||
| Intl FCStone Inc | 15.1 | ||
| Masco Corp /DE/ | 13.6 | ||
| Generac Holdings Inc | 13.1 | ||
| Rush Enterprises Inc TX | 12.9 | ||
| FB Financial Corp | 12.8 | ||
| Denali Holding Inc | 12.3 | ||
| I3 Verticals Inc | 11.7 | ||
| Progressive Corp/Oh/ | 10.0 | ||
| Diamondback Energy Inc | 9.8 | ||
| Granite Construction Inc | 7.5 | ||
| Transdel Pharmaceuticals Inc | 5.9 | ||
| Acushnet Holdings Corp | 5.8 | ||
| Construction Partners Inc | 5.7 | ||
| Eagle Materials Inc | 5.1 | ||
| American Homes 4 Rent | 3.9 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | 12th Street Asset Management LP | [2012-07-24] | 18.2 M | 66.5 M |
| Filed 2018-02-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 517 | 263.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 62.4 |
| (g) Pension and profit sharing plans | 4 | 296.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 621.6 |
| By Discretionary | ||
| Discretionary | 522 | 621.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 522 | 621.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.6 | |
| Total | 522 | 621.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael O'Keefe | Executive Officer | 13 | 2 | |
| 12Th Street Asset Management Company LLC | Promoter | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001449906] | |
| 13F-HR | [0001633703] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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