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12th Street Asset Management Company, LLC · 13F 持仓分析
期权收益计算器 机构排行

12th Street Asset Management Company, LLC

No.3466 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.02亿
环比变动 Q1 2026
+$9,045.4万+14.8%
持仓股票数
32
新买入
4
加仓
15
减仓
13
清仓
4
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托BIL
7.34%6.14%$5,154.6万56.2万股$3,755.1万41.0万股+15.3万股+37.27%加仓
CLEAN HARBORSCLH
7.09%9.6%$4,975.2万16.7万股$5,869.8万20.5万股-3.8万股-18.65%减仓
PPINNACLE FINL PARTNERSPNFP
6.19%5.67%$4,344.4万43.1万股$3,465.2万40.2万股+2.8万股+7.06%加仓
KNIGHT-SWIFT TRANSN CL AKNX
6.09%4.61%$4,273.4万54.9万股$2,817.9万48.9万股+5.9万股+12.14%加仓
KIRBYKEX
5.67%6.33%$3,978.0万29.3万股$3,868.6万29.1万股+1,426股+0.49%加仓
CCRHCRH
5.12%5.72%$3,593.6万33.6万股$3,495.8万33.3万股+3,300股+0.99%加仓
SSOMNIGROUP INTERNATIONAL COMSGI
4.61%4.94%$3,237.6万41.3万股$3,020.1万40.9万股+4,403股+1.08%加仓
HHEALTHEQUITYHQY
4.44%3.44%$3,119.6万34.5万股$2,100.6万25.1万股+9.4万股+37.41%加仓
BRUNSWICKBC
4.4%4.19%$3,085.5万36.6万股$2,560.2万35.2万股+1.4万股+4.09%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
4.34%2.02%$3,046.8万7.1万股$1,232.8万7.5万股-4,493股-5.98%减仓
DDYCOM INDSDY
3.97%3.8%$2,786.1万5.5万股$2,320.2万6.8万股-1.3万股-19.53%减仓
RRB GLOBALRBA
3.69%3.33%$2,587.8万22.2万股$2,034.5万21.2万股+9,974股+4.70%加仓
POOLPOOL
3.51%$2,463.6万11.5万股$00股+11.5万股新买入
CienaCIEN
3.27%4.03%$2,294.7万4.7万股$2,464.8万6.3万股-1.7万股-26.32%减仓
汽车地带AZO
3%4.59%$2,103.6万6,582股$2,803.9万8,301股-1,719股-20.71%减仓
SSS&C TECHSSNC
2.96%$2,080.0万33.5万股$00股+33.5万股新买入
GeneracGNRC
2.85%2.14%$1,998.8万6.8万股$1,307.0万6.7万股+1,354股+2.02%加仓
LKQLKQ
2.73%6.65%$1,914.2万72.7万股$4,067.2万138.5万股-65.8万股-47.50%减仓
MascoMAS
2.34%2.22%$1,644.9万20.2万股$1,358.1万22.5万股-2.3万股-10.14%减仓
SSTONEXSNEX
2.04%2.47%$1,430.0万12.1万股$1,508.5万18.7万股-6.6万股-35.48%减仓
MMARTEN TRANSMRTN
1.88%$1,316.2万75.9万股$00股+75.9万股新买入
GGRANITE CONSTRSPHB
1.74%1.22%$1,218.1万7.7万股$748.0万6.2万股+1.5万股+23.51%加仓
PROGRESSIVEPGR
1.59%1.64%$1,116.6万5.1万股$1,003.6万5.1万股+489股+0.97%加仓
RUSH ENTERPRISESRUSHA
1.5%2.11%$1,053.2万14.4万股$1,291.3万19.5万股-5.1万股-26.12%减仓
FFB FINLFBK
1.36%2.1%$954.8万17.3万股$1,283.1万24.7万股-7.5万股-30.17%减仓
戴蒙德能源FANG
1.24%1.6%$873.6万5.0万股$975.2万4.9万股+393股+0.80%加仓
SSITEONE LANDSCAPE SUPPLYSITE
1.23%$863.5万7.5万股$00股+7.5万股新买入
CONSTRUCTION PARTNERSROAD
0.94%0.94%$657.6万5.5万股$573.0万5.2万股+3,802股+7.37%加仓
EAGLE MATLSEXP
0.87%0.84%$609.6万2.7万股$513.4万2.7万股-10股-0.04%减仓
LOUISIANA PACLPX
0.77%0.51%$539.5万6.9万股$311.8万4.3万股+2.6万股+60.05%加仓
II3 VERTICALSIIIV
0.68%1.91%$478.2万22.4万股$1,169.0万52.3万股-29.9万股-57.18%减仓
HARROWHROW
0.55%0.97%$388.2万9.1万股$594.9万16.9万股-7.7万股-45.83%减仓

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