12th Street Asset Management Company, LLC
Nashville TN · SEC CIK 0001633703
$7.02亿2026Q2 申报市值
32持仓数
55.3%前十大占比 · 第一大 7.3%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
POOL 新建仓+$2,463.56万
SSNC 新建仓+$2,080.03万
BIL 加仓+$1,399.56万
MRTN 新建仓+$1,316.23万
SITE 新建仓+$863.51万
2026Q2 卖出最多 按季末市值估算
LKQ 减仓-$1,731.96万
FHN 清仓-$1,590.63万
CLH 减仓-$1,140.69万
CIEN 减仓-$819.73万
SNEX 减仓-$786.46万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SER TR SPDR BLOOMBERG | $5,154.62万 | 7.34% | 562,486 | 152,724 | 37.3% | $1,399.56万 | 加仓 |
| CLH | CLEAN HARBORS INC | $4,975.20万 | 7.09% | 166,534 | -38,182 | -18.7% | -$1,140.69万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $4,344.45万 | 6.19% | 430,655 | 28,382 | 7.1% | $286.32万 | 加仓 |
| KNX | KNIGHT SWIFT TRANSN HLDGS INC | $4,273.39万 | 6.09% | 548,785 | 59,397 | 12.1% | $462.52万 | 加仓 |
| KEX | KIRBY CORP | $3,978.00万 | 5.67% | 292,564 | 1,426 | 0.5% | $19.39万 | 加仓 |
| CRH | CRH PLC ORD | $3,593.60万 | 5.12% | 335,850 | 3,300 | 1.0% | $35.31万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC C | $3,237.64万 | 4.61% | 412,964 | 4,403 | 1.1% | $34.52万 | 加仓 |
| HQY | HEALTHEQUITY INC | $3,119.56万 | 4.44% | 345,390 | 94,029 | 37.4% | $849.27万 | 加仓 |
| BC | BRUNSWICK CORP | $3,085.48万 | 4.40% | 366,273 | 14,401 | 4.1% | $121.31万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,046.82万 | 4.34% | 70,617 | -4,493 | -6.0% | -$193.85万 | 减仓 |
| DY | DYCOM INDS INC | $2,786.05万 | 3.97% | 55,105 | -13,373 | -19.5% | -$676.13万 | 减仓 |
| RBA | RB GLOBAL INC COM NPV | $2,587.84万 | 3.69% | 222,228 | 9,974 | 4.7% | $116.15万 | 加仓 |
| POOL | POOL CORPORATION | $2,463.56万 | 3.51% | 114,637 | 114,637 | — | $2,463.56万 | 新建仓 |
| CIEN | CIENA CORP | $2,294.69万 | 3.27% | 46,777 | -16,710 | -26.3% | -$819.73万 | 减仓 |
| AZO | AUTOZONE INC | $2,103.59万 | 3.00% | 6,582 | -1,719 | -20.7% | -$549.39万 | 减仓 |
| SSNC | SSNC TECHNOLOGIES HLDGS INC | $2,080.03万 | 2.96% | 335,218 | 335,218 | — | $2,080.03万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,998.84万 | 2.85% | 68,264 | 1,354 | 2.0% | $39.65万 | 加仓 |
| LKQ | LKQ CORP | $1,914.24万 | 2.73% | 727,020 | -657,788 | -47.5% | -$1,731.96万 | 减仓 |
| MAS | MASCO CORP | $1,644.93万 | 2.34% | 202,155 | -22,810 | -10.1% | -$185.60万 | 减仓 |
| SNEX | STONEX GROUP INC COM | $1,430.02万 | 2.04% | 120,677 | -66,368 | -35.5% | -$786.46万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $1,316.23万 | 1.88% | 758,634 | 758,634 | — | $1,316.23万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $1,218.13万 | 1.74% | 77,058 | 14,666 | 23.5% | $231.84万 | 加仓 |
| PGR | PROGRESSIVE CORP OHIO | $1,116.63万 | 1.59% | 51,116 | 489 | 1.0% | $10.68万 | 加仓 |
| RUSHA | RUSH ENTERPISES INC | $1,053.17万 | 1.50% | 144,300 | -51,026 | -26.1% | -$372.41万 | 减仓 |
| FBK | FB FINL CORP | $954.79万 | 1.36% | 172,500 | -74,540 | -30.2% | -$412.58万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $873.62万 | 1.24% | 49,700 | 393 | 0.8% | $6.91万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $863.51万 | 1.23% | 75,475 | 75,475 | — | $863.51万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM | $657.58万 | 0.94% | 55,366 | 3,802 | 7.4% | $45.16万 | 加仓 |
| EXP | EAGLE MATERIALS INC | $609.57万 | 0.87% | 27,092 | -10 | -0.0% | -$2,250 | 减仓 |
| LPX | LOUISIANA PAC CORP | $539.50万 | 0.77% | 68,586 | 25,733 | 60.0% | $202.42万 | 加仓 |
| IIIV | I3 VERTICALS INC COM CL A | $478.21万 | 0.68% | 223,881 | -298,940 | -57.2% | -$638.54万 | 减仓 |
| HROW | HARROW INC COM | $388.21万 | 0.55% | 91,409 | -77,322 | -45.8% | -$328.39万 | 减仓 |
| FHN | FIRST HORIZON NATL CORP | $0 | 0.00% | 0 | -698,869 | -100.0% | -$1,590.63万 | 清仓 |
| GOLF | ACUSHNET HOLDINGS CORP | $0 | 0.00% | 0 | -62,146 | -100.0% | -$580.94万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -138,630 | -100.0% | -$387.05万 | 清仓 |
| IWV | ISHARES TR RUSSELL 3000 | $0 | 0.00% | 0 | -1,730 | -100.0% | -$64.13万 | 清仓 |