0001633703-18-000012.txt : 20181106
0001633703-18-000012.hdr.sgml : 20181106
20181106125038
ACCESSION NUMBER: 0001633703-18-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181106
DATE AS OF CHANGE: 20181106
EFFECTIVENESS DATE: 20181106
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: 12th Street Asset Management Company, LLC
CENTRAL INDEX KEY: 0001633703
IRS NUMBER: 261243140
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16737
FILM NUMBER: 181162298
BUSINESS ADDRESS:
STREET 1: 102 WOODMONT BLVD
STREET 2: SUITE 460
CITY: NASHVILLE
STATE: TN
ZIP: 37205
BUSINESS PHONE: 615-915-3701
MAIL ADDRESS:
STREET 1: 102 WOODMONT BLVD
STREET 2: SUITE 460
CITY: NASHVILLE
STATE: TN
ZIP: 37205
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001633703
XXXXXXXX
09-30-2018
09-30-2018
false
12th Street Asset Management Company, LLC
102 Woodmont Blvd
Suite 460
Nashville
TN
37205
13F HOLDINGS REPORT
028-16737
N
Andrew Shipman
Partner
312-402-1592
/s/Andrew Shipman
Nashville
TN
11-06-2018
1
41
420583
1
028-17474
Balter Liquid Alternatives
INFORMATION TABLE
2
infotable.xml
NUANCE COMMUNICATIONS INC
CS
67020Y100
32787
1893015
SH
SOLE
1893015
0
0
LKQ CORP
CS
501889208
32182
1015320
SH
SOLE
1015320
0
0
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
32266
937529
SH
SOLE
937529
0
0
FEDEX CORP
CS
31428X106
30680
127438
SH
SOLE
127438
0
0
PROGRESSIVE CORP OHIO
CS
743315103
29341
413049
SH
SOLE
413049
0
0
DOLLAR GEN CORP NEW
CS
256677105
28921
264593
SH
SOLE
264593
0
0
PINNACLE FINL PARTNERS INC
CS
72346Q104
25267
413435
SH
SOLE
413435
0
0
THOR INDS INC
CS
885160101
23839
278892
SH
SOLE
278892
0
0
CLEAN HARBORS INC
CS
184496107
23194
313796
SH
SOLE
313796
0
0
FIRST DATA CORP NEW
CS
32008D106
23248
950048
SH
SOLE
950048
0
0
PATTERSON UTI ENERGY INC
CS
703481101
18909
1142495
SH
SOLE
1142495
0
0
GRAPHIC PACKAGING HLDG CO
CS
388689101
13982
1030391
SH
SOLE
1030391
0
0
INTL PAPER CO
CS
460146103
12319
250686
SH
SOLE
250686
0
0
CENTERSTATE BKS FLA INC
CS
15201P109
9396
342558
SH
SOLE
342558
0
0
NEXSTAR BROADCASTING GROUP I
CS
65336K103
8949
102330
SH
SOLE
102330
0
0
MARTEN TRANS LTD
CS
573075108
8195
446000
SH
SOLE
446000
0
0
WERNER ENTERPRISES INC
CS
950755108
7992
231600
SH
SOLE
231600
0
0
REPUBLIC SVCS INC
CS
760759100
7691
105864
SH
SOLE
105864
0
0
CASELLA WASTE SYS INC
CS
147448104
5297
190119
SH
SOLE
190119
0
0
GENESEE AND WYO INC
CS
371559105
4232
35528
SH
SOLE
35528
0
0
FIRST AMERN FINL CORP
CS
31847R102
4800
93130
SH
SOLE
93130
0
0
PLANTRONICS INC NEW
CS
727493108
2905
48172
SH
SOLE
48172
0
0
COVENANT TRANS INC
CS
22284P105
2707
104385
SH
SOLE
104385
0
0
KIRBY CORP
CS
497266106
1801
17083
SH
SOLE
17083
0
0
GRAPHIC PACKAGING HLDG CO
CS
388689101
2733
163186
SH
OTR
0
0
163186
NUANCE COMMUNICATIONS INC
CS
67020Y100
2449
141381
SH
OTR
0
0
141381
PATTERSON UTI ENERGY INC
CS
703481101
2313
97820
SH
OTR
0
0
97820
CENTERSTATE BKS FLA INC
CS
15201P109
2295
74349
SH
OTR
0
0
74349
LKQ CORP
CS
501889208
2286
73023
SH
OTR
0
0
73023
KNIGHT SWIFT TRANSN HLDGS INC CL A
CS
499049104
2168
61131
SH
OTR
0
0
61131
CASELLA WASTE SYS INC
CS
147448104
2108
48288
SH
OTR
0
0
48288
MARTEN TRANS LTD
CS
573075108
2085
42344
SH
OTR
0
0
42344
CLEAN HARBORS INC
CS
184496107
2000
38175
SH
OTR
0
0
38175
PINNACLE FINL PARTNERS INC
CS
72346Q104
1766
36049
SH
OTR
0
0
36049
NEXSTAR BROADCASTING GROUP I
CS
65336K103
1674
28198
SH
OTR
0
0
28198
PLANTRONICS INC NEW
CS
727493108
1579
26188
SH
OTR
0
0
26188
THOR INDS INC
CS
885160101
1500
23891
SH
OTR
0
0
23891
WERNER ENTERPRISES INC
CS
950755108
891
19732
SH
OTR
0
0
19732
GENESEE AND WYO INC
CS
371559105
767
19409
SH
OTR
0
0
19409
COVENANT TRANS INC
CS
22284P105
698
12776
SH
OTR
0
0
12776
KIRBY CORP
CS
497266106
371
9320
SH
OTR
0
0
9320