0001633703-19-000008.txt : 20190814 0001633703-19-000008.hdr.sgml : 20190814 20190814155651 ACCESSION NUMBER: 0001633703-19-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191025990 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 06-30-2019 06-30-2019 false 12th Street Asset Management Company, LLC

102 Woodmont Blvd Suite 460 Nashville TN 37205

13F HOLDINGS REPORT 028-16737 N Andrew Shipman 312-402-1592 /s/Andrew Shipman Nashville TN 08-14-2019 0 45 366395 INFORMATION TABLE 2 infotable.xml GRAPHIC PACKAGING HLDG CO CS 388689101 20815 1511436 SH SOLE 1511436 0 0 HANESBRANDS INC CS 410345102 21044 1203702 SH SOLE 1203702 0 0 NUANCE COMMUNICATIONS INC CS 67020Y100 17990 1126464 SH SOLE 1126464 0 0 LKQ CORP CS 501889208 29460 1107098 SH SOLE 1107098 0 0 FIRST DATA CORP NEW CS 32008D106 17800 657548 SH SOLE 657548 0 0 SKYLINE CORP CS 830830105 14885 594429 SH SOLE 594429 0 0 INTL PAPER CO CS 460146103 24418 545166 SH SOLE 545166 0 0 KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 16538 545487 SH SOLE 545487 0 0 MARTEN TRANS LTD CS 573075108 6312 404839 SH SOLE 404839 0 0 PINNACLE FINL PARTNERS INC CS 72346Q104 23146 384665 SH SOLE 384665 0 0 PROGRESSIVE CORP OHIO CS 743315103 31342 377701 SH SOLE 377701 0 0 CROWN HOLDINGS INC CS 228368106 19287 311758 SH SOLE 311758 0 0 CENTERSTATE BKS FLA INC CS 15201P109 7143 310162 SH SOLE 310162 0 0 BEACON ROOFING SUPPLY INC CS 073685109 8656 235306 SH SOLE 235306 0 0 WERNER ENTERPRISES INC CS 950755108 4847 211534 SH SOLE 211534 0 0 FIRST AMERN FINL CORP CS 31847R102 11474 203295 SH SOLE 203295 0 0 DOLLAR GEN CORP NEW CS 256677105 28399 197335 SH SOLE 197335 0 0 PLANTRONICS INC NEW CS 727493108 6910 186541 SH SOLE 186541 0 0 CLEAN HARBORS INC CS 184496107 9882 138979 SH SOLE 138979 0 0 FEDEX CORP CS 31428X106 11086 67517 SH SOLE 67517 0 0 KEMPER CORP DEL CS 488401100 4571 52968 SH SOLE 52968 0 0 RUSH ENTERPISES INC CS 781846209 1294 35446 SH SOLE 35446 0 0 U S CONCRETE INC CS 90333L201 1578 31761 SH SOLE 31761 0 0 GENESEE AND WYO INC CS 371559105 2394 23940 SH SOLE 23940 0 0 AVNET INC CS 053807103 701 15480 SH SOLE 15480 0 0 NEXSTAR BROADCASTING GROUP I CS 65336K103 1500 14846 SH SOLE 14846 0 0 GRAPHIC PACKAGING HLDG CO CS 388689101 1421 79070 SH OTR 0 0 79070 HANESBRANDS INC CS 410345102 1105 82554 SH OTR 0 0 82554 NUANCE COMMUNICATIONS INC CS 67020Y100 1228 76895 SH OTR 0 0 76895 LKQ CORP CS 501889208 1965 73850 SH OTR 0 0 73850 FIRST DATA CORP NEW CS 32008D106 1468 54232 SH OTR 0 0 54232 SKYLINE CORP CS 830830105 1942 20127 SH OTR 0 0 20127 INTL PAPER CO CS 460146103 1140 44826 SH OTR 0 0 44826 KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 2516 34721 SH OTR 0 0 34721 MARTEN TRANS LTD CS 573075108 1487 24882 SH OTR 0 0 24882 PINNACLE FINL PARTNERS INC CS 72346Q104 451 25857 SH OTR 0 0 25857 PROGRESSIVE CORP OHIO CS 743315103 1363 31468 SH OTR 0 0 31468 CROWN HOLDINGS INC CS 228368106 1125 22311 SH OTR 0 0 22311 BEACON ROOFING SUPPLY INC CS 073685109 551 15425 SH OTR 0 0 15425 WERNER ENTERPRISES INC CS 950755108 2161 13956 SH OTR 0 0 13956 FIRST AMERN FINL CORP CS 31847R102 567 20948 SH OTR 0 0 20948 DOLLAR GEN CORP NEW CS 256677105 434 15991 SH OTR 0 0 15991 PLANTRONICS INC NEW CS 727493108 456 12333 SH OTR 0 0 12333 CLEAN HARBORS INC CS 184496107 732 10299 SH OTR 0 0 10299 FEDEX CORP CS 31428X106 811 4942 SH OTR 0 0 4942