Portfolio (Quarterly) Guide ↗

12th Street Asset Management Company, LLC

· CIK 0001633703

13F Portfolio $611M AUM 32 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 9 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PNFP	PINNACLE FINL PARTNERS INC	Financial Services	416,090	$39.7M	6.54%	SOLD
2	AXTA	AXALTA COATING SYS LTD	Basic Materials	228,528	$7.4M	1.22%	SOLD

Sector Allocation

Industrials 41.6%

Consumer Cyclical 25.0%

Financial Services 11.9%

Technology 10.7%

Healthcare 6.0%

Energy 2.2%

Basic Materials 1.8%

Real Estate 0.9%