12Th Street Asset Management Company, LLC - Q12026 Holdings

12Th Street Asset Management Company, LLC holds 32 stocks with a total portfolio value of $ 611.36M as of Q12026. In Q12026, 12Th Street Asset Management Company, LLC added 1 new position, increased stakes in 13 stocks, reduced 18 holdings, and fully exited 1 position. The largest holding is Clean Harbors Inc (CLH), representing 9.60% of the total portfolio.