1SAMC

12th Street Asset Management Company Portfolio holdings

AUM $591M
1-Year Est. Return 15.97%
This Quarter Est. Return
1 Year Est. Return
+15.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.65M
2 +$7.86M
3 +$7.2M
4
SHYF
The Shyft Group
SHYF
+$6.95M
5
POLY
Plantronics, Inc.
POLY
+$4.71M

Top Sells

1 +$13.2M
2 +$12.9M
3 +$6.84M
4
MINI
Mobile Mini Inc
MINI
+$6.02M
5
MRTN icon
Marten Transport
MRTN
+$305K

Sector Composition

1 Industrials 34.43%
2 Consumer Discretionary 16.97%
3 Technology 12.73%
4 Healthcare 12.09%
5 Consumer Staples 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-110,263