12th Street Asset Management Company, LLC Buys Griffon Corp, Knight-Swift Transportation Holdings Inc, Maximus Inc, Sells Masco Corp, Nexstar Media Group Inc, Domtar Corp

• New Purchases: GFF, AMH,
• Added Positions: KNX, MMS, WERN, RUSHA,
• Reduced Positions: MAS, DG, GPK, NXST, PGR, NUAN, VZ, CWST, MRTN, KMPR, CCK, LKQ, FISV, BERY, CLH, FDX,
• Sold Out: UFS,

For the details of 12th Street Asset Management Company, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/12th+street+asset+management+company%2C+llc/current-portfolio/portfolio

1. Dollar General Corp (DG) - 166,400 shares, 8.68% of the total portfolio. Shares reduced by 11.2%
2. Crown Holdings Inc (CCK) - 427,471 shares, 8.18% of the total portfolio. Shares reduced by 1.48%
3. Berry Global Group Inc (BERY) - 651,074 shares, 7.83% of the total portfolio. Shares reduced by 1.02%
4. FedEx Corp (FDX) - 124,975 shares, 7.83% of the total portfolio. Shares reduced by 1.5%
5. Nuance Communications Inc (NUAN) - 929,074 shares, 7.68% of the total portfolio. Shares reduced by 6.84%

12th Street Asset Management Company, LLC initiated holding in Griffon Corp. The purchase prices were between $16.93 and $24.32, with an estimated average price of $20.53. The stock is now traded at around $19.41. The impact to a portfolio due to this purchase was 1.94%. The holding were 398,404 shares as of .

12th Street Asset Management Company, LLC initiated holding in American Homes 4 Rent. The purchase prices were between $26.43 and $29.71, with an estimated average price of $28.22. The stock is now traded at around $29.69. The impact to a portfolio due to this purchase was 1.09%. The holding were 154,006 shares as of .

12th Street Asset Management Company, LLC added to a holding in Knight-Swift Transportation Holdings Inc by 52.10%. The purchase prices were between $40.7 and $46.8, with an estimated average price of $43.9. The stock is now traded at around $41.74. The impact to a portfolio due to this purchase was 1.32%. The holding were 379,247 shares as of .

12th Street Asset Management Company, LLC added to a holding in Maximus Inc by 89.49%. The purchase prices were between $66.6 and $79.19, with an estimated average price of $73.53. The stock is now traded at around $75.34. The impact to a portfolio due to this purchase was 1.16%. The holding were 144,316 shares as of .

12th Street Asset Management Company, LLC added to a holding in Werner Enterprises Inc by 35.71%. The purchase prices were between $41.94 and $47.06, with an estimated average price of $44.28. The stock is now traded at around $41.97. The impact to a portfolio due to this purchase was 0.59%. The holding were 215,463 shares as of .

12th Street Asset Management Company, LLC sold out a holding in Domtar Corp. The sale prices were between $19.25 and $30.6, with an estimated average price of $25.29.