12th Street Asset Management Company, LLC

CIK

1633703

City

Nashville

State / Country

Stock

RUSHA — Rush Enterprises Inc \Tx\

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 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,913,001	195,326	+78.5%	Shares	Sole	2026-05-12
2025-12-31	$5,901,197	109,403	-15.9%	Shares	Sole	2026-02-09
2025-09-30	$6,954,735	130,068	-0.6%	Shares	Sole	2025-11-06
2025-06-30	$6,739,619	130,841	-51.3%	Shares	Sole	2025-08-11
2025-03-31	$14,358,477	268,835	-34.8%	Shares	Sole	2025-05-08
2024-12-31	$22,604,052	412,558	+10.9%	Shares	Sole	2025-02-10
2024-09-30	$19,656,933	372,079	-8.1%	Shares	Sole	2024-11-12
2024-06-30	$16,947,426	404,763	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$21,359,243	399,089	+26.4%	Shares	Sole	2024-05-10
2023-12-31	$15,885,947	315,824	+0.6%	Shares	Sole	2024-02-09
2023-09-30	$12,821,967	314,033	+51.1%	Shares	Sole	2023-11-08
2023-06-30	$8,418,273	207,893	+1.0%	Shares	Sole	2023-08-10
2023-03-31	$7,489,081	205,744	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$7,262,939	208,386	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$6,072,884	207,691	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$6,671,451	207,618	+1.0%	Shares	Sole	2022-08-10
2022-03-31	$6,976,061	205,541	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$7,532,721	203,075	+201.7%	Shares	Sole	2022-02-11
2021-09-30	$2,026,602	67,314	-22.4%	Shares	Sole	2021-11-10
2021-06-30	$2,501,292	86,770	-12.9%	Shares	Sole	2021-08-12
2021-03-31	$3,309,775	99,632	-28.0%	Shares	Sole	2021-05-12
2020-12-31	$3,822,205	138,419	+50.2%	Shares	Sole	2021-02-11
2020-09-30	$2,070,610	92,182	+15.8%	Shares	Sole	2020-11-13
2020-06-30	$1,466,488	79,585	+5.9%	Shares	Sole	2020-08-12
2020-03-31	$1,066,485	75,175	—	Shares	Sole	2020-05-15
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