12th Street Asset Management Company, LLC
Nashville TN · SEC CIK 0001633703
$6.11亿2026Q1 申报市值
32持仓数
58.4%前十大占比 · 第一大 9.6%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNFP 新建仓+$3,465.18万
KNX 加仓+$1,757.58万
GNRC 新建仓+$1,306.95万
RUSHA 加仓+$568.04万
SNEX 加仓+$505.87万
2026Q1 卖出最多 按季末市值估算
CIEN 减仓-$4,507.24万
PINNACLE FINL PA 清仓-$3,969.92万
AXTA 清仓-$738.37万
IIIV 减仓-$161.64万
CLH 减仓-$158.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -416,090 | -100.0% | -$3,969.92万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -228,528 | -100.0% | -$738.37万 | 清仓 |
| IWV | ISHARES TR RUSSELL 3000 | $64.13万 | 0.10% | 1,730 | -2,319 | -57.3% | -$85.96万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $311.76万 | 0.51% | 42,853 | 238 | 0.6% | $1.73万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $387.05万 | 0.63% | 138,630 | -4,840 | -3.4% | -$13.51万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $513.45万 | 0.84% | 27,102 | 152 | 0.6% | $2.88万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM | $572.98万 | 0.94% | 51,564 | 182 | 0.4% | $2.02万 | 加仓 |
| GOLF | ACUSHNET HOLDINGS CORP | $580.94万 | 0.95% | 62,146 | 228 | 0.4% | $2.13万 | 加仓 |
| HROW | HARROW INC COM | $594.95万 | 0.97% | 168,731 | 77,608 | 85.2% | $273.65万 | 加仓 |
| GVA | GRANITE CONSTR INC | $747.96万 | 1.22% | 62,392 | 176 | 0.3% | $2.11万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $975.25万 | 1.60% | 49,307 | -1,054 | -2.1% | -$20.85万 | 减仓 |
| PGR | PROGRESSIVE CORP OHIO | $1,003.63万 | 1.64% | 50,627 | -2,082 | -3.9% | -$41.27万 | 减仓 |
| IIIV | I3 VERTICALS INC COM CL A | $1,169.03万 | 1.91% | 522,821 | -72,288 | -12.1% | -$161.64万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,232.79万 | 2.02% | 75,110 | -1,132 | -1.5% | -$18.58万 | 减仓 |
| FBK | FB FINL CORP | $1,283.13万 | 2.10% | 247,040 | 769 | 0.3% | $3.99万 | 加仓 |
| RUSHA | RUSH ENTERPISES INC | $1,291.30万 | 2.11% | 195,326 | 85,923 | 78.5% | $568.04万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,306.95万 | 2.14% | 66,910 | 66,910 | — | $1,306.95万 | 新建仓 |
| MAS | MASCO CORP | $1,358.11万 | 2.22% | 224,965 | -11,260 | -4.8% | -$67.98万 | 减仓 |
| SNEX | STONEX GROUP INC COM | $1,508.51万 | 2.47% | 187,045 | 62,724 | 50.5% | $505.87万 | 加仓 |
| FHN | FIRST HORIZON NATL CORP | $1,590.63万 | 2.60% | 698,869 | -41,069 | -5.6% | -$93.47万 | 减仓 |
| RBA | RB GLOBAL INC COM NPV | $2,034.46万 | 3.33% | 212,254 | -7,873 | -3.6% | -$75.46万 | 减仓 |
| HQY | HEALTHEQUITY INC | $2,100.62万 | 3.44% | 251,361 | -7,773 | -3.0% | -$64.96万 | 减仓 |
| DY | DYCOM INDS INC | $2,320.17万 | 3.80% | 68,478 | 1,225 | 1.8% | $41.51万 | 加仓 |
| CIEN | CIENA CORP | $2,464.76万 | 4.03% | 63,487 | -116,097 | -64.6% | -$4,507.24万 | 减仓 |
| BC | BRUNSWICK CORP | $2,560.22万 | 4.19% | 351,872 | -6,687 | -1.9% | -$48.65万 | 减仓 |
| AZO | AUTOZONE INC | $2,803.92万 | 4.59% | 8,301 | -325 | -3.8% | -$109.78万 | 减仓 |
| KNX | KNIGHT SWIFT TRANSN HLDGS INC | $2,817.90万 | 4.61% | 489,388 | 305,242 | 165.8% | $1,757.58万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC C | $3,020.08万 | 4.94% | 408,561 | -16,040 | -3.8% | -$118.57万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $3,465.18万 | 5.67% | 402,273 | 402,273 | — | $3,465.18万 | 新建仓 |
| CRH | CRH PLC ORD | $3,495.76万 | 5.72% | 332,550 | 7,493 | 2.3% | $78.77万 | 加仓 |
| BIL | SPDR SER TR SPDR BLOOMBERG | $3,755.06万 | 6.14% | 409,762 | -1,701 | -0.4% | -$15.59万 | 减仓 |
| KEX | KIRBY CORP | $3,868.64万 | 6.33% | 291,138 | -6,915 | -2.3% | -$91.89万 | 减仓 |
| LKQ | LKQ CORP | $4,067.18万 | 6.65% | 1,384,808 | 83,977 | 6.5% | $246.64万 | 加仓 |
| CLH | CLEAN HARBORS INC | $5,869.82万 | 9.60% | 204,716 | -5,523 | -2.6% | -$158.36万 | 减仓 |