12Th Street Asset Management Company, LLC - Q42025 Holdings

12Th Street Asset Management Company, LLC holds 32 stocks with a total portfolio value of $ 606.84M as of Q42025. In Q42025, 12Th Street Asset Management Company, LLC added 4 new positions, increased stakes in 12 stocks, reduced 16 holdings, and fully exited 2 positions. The largest holding is Clean Harbors Inc (CLH), representing 8.12% of the total portfolio.