0001633703-20-000009.txt : 20200812
0001633703-20-000009.hdr.sgml : 20200812
20200812134004
ACCESSION NUMBER: 0001633703-20-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200812
DATE AS OF CHANGE: 20200812
EFFECTIVENESS DATE: 20200812
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: 201095040
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
06-30-2020
06-30-2020
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
08-12-2020
0
28
361141
INFORMATION TABLE
2
infotable.xml
GRAPHIC PACKAGING HLDG CO
CS
388689101
28045
2004645
SH
SOLE
1865146
0
139499
NUANCE COMMUNICATIONS INC
CS
67020Y100
25237
997311
SH
SOLE
934012
0
63299
LKQ CORP
CS
501889208
22178
846477
SH
SOLE
758235
0
88242
BERRY GLOBAL GROUP INC COM
CS
08579W103
29153
657791
SH
SOLE
611933
0
45858
CROWN HOLDINGS INC
CS
228368106
28261
433910
SH
SOLE
391002
0
42908
MARTEN TRANS LTD
CS
573075108
9310
370040
SH
SOLE
344612
0
25428
VERIZON COMMUNICATIONS
CS
92343V104
19027
345125
SH
SOLE
306927
0
38198
PROGRESSIVE CORP OHIO
CS
743315103
27318
341001
SH
SOLE
303576
0
37425
CLEAN HARBORS INC
CS
184496107
19496
325050
SH
SOLE
296940
0
28110
MASCO CORP
CS
574599106
14516
289099
SH
SOLE
257436
0
31663
KNIGHT SWIFT TRANSN HLDGS INC
CS
499049104
10400
249340
SH
SOLE
229113
0
20227
NEXSTAR BROADCASTING GROUP I
CS
65336K103
17975
214783
SH
SOLE
198737
0
16046
FISERV INC
CS
337738108
19750
202316
SH
SOLE
180954
0
21362
DOLLAR GEN CORP NEW
CS
256677105
35701
187397
SH
SOLE
168325
0
19072
WERNER ENTERPRISES INC
CS
950755108
6911
158766
SH
SOLE
158713
0
53
SKYLINE CORP
CS
830830105
3503
143923
SH
SOLE
143792
0
131
FEDEX CORP
CS
31428X106
17791
126874
SH
SOLE
113780
0
13094
ENERGIZER HLDGS INC NEW
CS
29272W109
3967
83528
SH
SOLE
83451
0
77
RUSH ENTERPISES INC
CS
781846209
3300
79585
SH
SOLE
79511
0
74
DOMTAR CORP
CS
257559203
1648
78062
SH
SOLE
77990
0
72
MAXIMUS INC
CS
577933104
5366
76161
SH
SOLE
76121
0
40
COMPASS MINERALS INTL INC
CS
20451N101
2688
55127
SH
SOLE
55076
0
51
CASELLA WASTE SYS INC
CS
147448104
2267
43500
SH
SOLE
43460
0
40
BRINKS CO
CS
109696104
1586
34859
SH
SOLE
34826
0
33
PINNACLE FINL PARTNERS INC
CS
72346Q104
1286
30615
SH
SOLE
30586
0
29
STERICYCLE INC
CS
858912108
1444
25803
SH
SOLE
25780
0
23
KEMPER CORP DEL
CS
488401100
1862
25672
SH
SOLE
25648
0
24
GENERAC HLDGS INC
CS
368736104
1155
9471
SH
SOLE
9463
0
8