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12th Street Asset Management Company, LLC

Position in AZO — Autozone Inc

CIK 1633703 Nashville, TN

Position in AZO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$21,035,676
-$7,003,275 QoQ
Shares Held
6,582
-20.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#186
of 1,260 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AZO Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

12th Street Asset Management Company, LLC holds $40,178,112 across 2 Auto Parts names. AZO ranks #1 (52.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AZO
Autozone Inc
This page
6,582 $21,035,676

All Filings in AZO

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,035,676 6,582
2026-03-31 $28,038,951 8,301
2025-12-31 $29,255,079 8,626
2025-09-30 $38,063,011 8,872
2025-06-30 $33,510,300 9,027
2025-03-31 $35,954,515 9,430
2024-12-31 $25,411,072 7,936
2024-09-30 $25,036,517 7,948
2024-06-30 $23,712,800 8,000
2024-03-31 $25,808,861 8,189
2023-12-31 $19,260,209 7,449
2023-09-30 $19,527,443 7,688
2023-06-30 $19,510,542 7,825
2023-03-31 $18,942,503 7,706
2022-12-31 $19,063,570 7,730
2022-09-30 $16,569,969 7,736
2022-06-30 $17,420,767 8,106
2022-03-31 $16,595,855 8,117
2021-12-31 $27,772,973 13,248
2021-09-30 $23,177,563 13,650
2021-06-30 $20,428,491 13,690
2021-03-31 $20,224,728 14,402
2020-12-31 $5,032,192 4,245