12th Street Asset Management Company, LLC Buys Pioneer Natural Resources Co, Northern Oil & Gas Inc, Pinnacle Financial Partners Inc, Sells Fiserv Inc, Crown Holdings Inc, Verizon Communications Inc

• New Purchases: PXD, NOG, FBK, SCS, NESR,
• Added Positions: PNFP, HUBG, MMS, AMH, SNEX, SKX, ACHC, GNRC,
• Reduced Positions: CCK, VZ, PGR, LKQ, BERY, CLH, SKY, GPK, WERN, DG, RUSHA,
• Sold Out: FISV, NUAN, ATSG, VC, KMPR, CWST,

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. Berry Global Group Inc (BERY) - 631,246 shares, 8.48% of the total portfolio. Shares reduced by 10.38%
2. LKQ Corp (LKQ) - 756,953 shares, 8.41% of the total portfolio. Shares reduced by 12.24%
3. Graphic Packaging Holding Co (GPK) - 1,809,582 shares, 7.61% of the total portfolio. Shares reduced by 5.55%
4. Clean Harbors Inc (CLH) - 318,438 shares, 7.30% of the total portfolio. Shares reduced by 12.21%
5. Dollar General Corp (DG) - 154,057 shares, 7.22% of the total portfolio. Shares reduced by 3.07%

12th Street Asset Management Company, LLC initiated holding in Pioneer Natural Resources Co. The purchase prices were between $136.66 and $170.3, with an estimated average price of $151.53. The stock is now traded at around $182.280000. The impact to a portfolio due to this purchase was 2.94%. The holding were 79,849 shares as of 2021-09-30.

12th Street Asset Management Company, LLC initiated holding in Northern Oil & Gas Inc. The purchase prices were between $14.3 and $21.4, with an estimated average price of $17.53. The stock is now traded at around $23.690000. The impact to a portfolio due to this purchase was 2.55%. The holding were 540,244 shares as of 2021-09-30.

12th Street Asset Management Company, LLC initiated holding in FB Financial Corp. The purchase prices were between $35.63 and $43.73, with an estimated average price of $39.66. The stock is now traded at around $47.500000. The impact to a portfolio due to this purchase was 1.45%. The holding were 152,994 shares as of 2021-09-30.

12th Street Asset Management Company, LLC initiated holding in Steelcase Inc. The purchase prices were between $12.55 and $15.19, with an estimated average price of $13.81. The stock is now traded at around $12.180000. The impact to a portfolio due to this purchase was 0.42%. The holding were 148,319 shares as of 2021-09-30.

12th Street Asset Management Company, LLC initiated holding in National Energy Services Reunited Corp. The purchase prices were between $10.54 and $14.68, with an estimated average price of $12.2. The stock is now traded at around $12.310000. The impact to a portfolio due to this purchase was 0.23%. The holding were 84,963 shares as of 2021-09-30.

12th Street Asset Management Company, LLC added to a holding in Pinnacle Financial Partners Inc by 182.36%. The purchase prices were between $83.84 and $98, with an estimated average price of $91.98. The stock is now traded at around $99.000000. The impact to a portfolio due to this purchase was 1.86%. The holding were 138,524 shares as of 2021-09-30.

12th Street Asset Management Company, LLC added to a holding in Hub Group Inc by 96.08%. The purchase prices were between $62.85 and $71.47, with an estimated average price of $67.27. The stock is now traded at around $81.720000. The impact to a portfolio due to this purchase was 1.44%. The holding were 193,616 shares as of 2021-09-30.

12th Street Asset Management Company, LLC added to a holding in American Homes 4 Rent by 42.64%. The purchase prices were between $38.12 and $42.6, with an estimated average price of $40.9. The stock is now traded at around $40.150000. The impact to a portfolio due to this purchase was 0.53%. The holding were 211,516 shares as of 2021-09-30.

12th Street Asset Management Company, LLC added to a holding in StoneX Group Inc by 65.17%. The purchase prices were between $61.57 and $69.69, with an estimated average price of $65.11. The stock is now traded at around $70.920000. The impact to a portfolio due to this purchase was 0.38%. The holding were 66,706 shares as of 2021-09-30.

12th Street Asset Management Company, LLC added to a holding in Acadia Healthcare Co Inc by 48.62%. The purchase prices were between $58.33 and $68.26, with an estimated average price of $63.21. The stock is now traded at around $64.170000. The impact to a portfolio due to this purchase was 0.21%. The holding were 45,033 shares as of 2021-09-30.

12th Street Asset Management Company, LLC sold out a holding in Fiserv Inc. The sale prices were between $106.21 and $119.11, with an estimated average price of $111.75.

12th Street Asset Management Company, LLC sold out a holding in Nuance Communications Inc. The sale prices were between $54.52 and $55.31, with an estimated average price of $54.97.

12th Street Asset Management Company, LLC sold out a holding in Visteon Corp. The sale prices were between $94.39 and $124, with an estimated average price of $108.08.

12th Street Asset Management Company, LLC sold out a holding in Air Transport Services Group Inc. The sale prices were between $21.62 and $27.66, with an estimated average price of $25.22.

12th Street Asset Management Company, LLC sold out a holding in Kemper Corp. The sale prices were between $61.65 and $74.68, with an estimated average price of $67.95.

12th Street Asset Management Company, LLC sold out a holding in Casella Waste Systems Inc. The sale prices were between $62.79 and $79.66, with an estimated average price of $70.44.