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12TH STREET ASSET MANAGEMENT COMPANY, LLC

The information below is based on this manager's 13F filings from June 30, 2015

Reports

Business Address

Not available.

Mail Address

Not available.

Changes in holdings

Top 5 new positions,

  • Swift Transn Co (SWFT) initiated at 3.02%

Top 5 sold positions,

  • Rand Logistics (RLOG) (previously 0.07%)

Significant position increases,

  • Packaging Amer (PKG) increased by 4.38%
  • Lkq (LKQ) increased by 1.28%

New Positions

Swift Transn Co is a Mid Cap stock in the Services sector.

    Longest held redeemed positions

    Rand Logistics (RLOG) has been in this managers previous 2 filings.


    Sector allocations and performance

    The table below shows actual and equal weighted performance of 12th Street Asset Management Company, LLC's sector sub-portfolios,

    Sector Actual Total Performance Equal Weighted Total Performance Tactical Alpha Data

    Market capitalization allocations and performance

    The table below shows actual and equal weighted performance of 12th Street Asset Management Company, LLC's capitalization sub-portfolios,

    Capitalization Actual Total Performance Equal Weighted Total Performance Tactical Alpha Data