12th Street Asset Management Company, LLC

CIK

1633703

City

Nashville

State / Country

Stock

MAS — Masco Corp /De/

Top Portfolio Positions

30 positions · $573,170,853 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CLH	Clean Harbors Inc Industrials	204,716	$58,698,218	10.24%
LKQ	Lkq Corp Consumer Cyclical	1,384,808	$40,671,810	7.10%
KEX	Kirby Corp Industrials	291,138	$38,686,417	6.75%
CRH	Crh Public Ltd Co Basic Materials	332,550	$34,957,656	6.10%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	402,273	$34,651,796	6.05%
SGI	Somnigroup International Inc. Consumer Cyclical	408,561	$30,200,829	5.27%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	489,388	$28,178,961	4.92%
AZO	Autozone Inc Consumer Cyclical	8,301	$28,038,951	4.89%
BC	Brunswick Corp Consumer Cyclical	351,872	$25,602,206	4.47%
CIEN	Ciena Corp Technology	63,487	$24,647,558	4.30%

25 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,581,137	224,965	-4.8%	Shares	Sole	2026-05-12
2025-12-31	$14,990,838	236,225	-3.2%	Shares	Sole	2026-02-09
2025-09-30	$17,182,621	244,106	-2.3%	Shares	Sole	2025-11-06
2025-06-30	$16,073,523	249,744	-5.3%	Shares	Sole	2025-08-11
2025-03-31	$18,347,294	263,838	-2.7%	Shares	Sole	2025-05-08
2024-12-31	$19,676,049	271,132	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$22,942,816	273,324	+10.7%	Shares	Sole	2024-11-12
2024-06-30	$16,455,489	246,820	-2.3%	Shares	Sole	2024-08-09
2024-03-31	$19,923,194	252,576	+9.8%	Shares	Sole	2024-05-10
2023-12-31	$15,411,696	230,094	-4.0%	Shares	Sole	2024-02-09
2023-09-30	$12,806,352	239,595	-1.3%	Shares	Sole	2023-11-08
2023-06-30	$13,930,429	242,775	+1.2%	Shares	Sole	2023-08-10
2023-03-31	$11,926,236	239,868	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$11,243,083	240,906	-0.2%	Shares	Sole	2023-02-13
2022-09-30	$11,266,623	241,307	-6.4%	Shares	Sole	2022-11-14
2022-06-30	$13,047,412	257,854	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$13,138,926	257,626	-1.9%	Shares	Sole	2022-05-16
2021-12-31	$18,440,052	262,604	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$15,031,441	270,593	-0.6%	Shares	Sole	2021-11-10
2021-06-30	$16,044,256	272,352	-4.5%	Shares	Sole	2021-08-12
2021-03-31	$17,081,503	285,167	+0.4%	Shares	Sole	2021-05-12
2020-12-31	$15,606,656	284,119	+52.7%	Shares	Sole	2021-02-11
2020-09-30	$10,256,164	186,036	-35.6%	Shares	Sole	2020-11-13
2020-06-30	$14,515,660	289,099	-2.6%	Shares	Sole	2020-08-12
2020-03-31	$10,259,442	296,773	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.