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12th Street Asset Management Company, LLC Buys Hanesbrands Inc, Crown Holdings Inc, Plantronics Inc, Sells Dycom Industries Inc, First Data Corp, iShares Russell 3000

Chicago, IL, based Investment company 12th Street Asset Management Company, LLC buys Hanesbrands Inc, Crown Holdings Inc, Plantronics Inc, Avnet Inc, Kemper Corp, Clean Harbors Inc, Beacon Roofing Supply Inc, CenterState Bank Corp, Skyline Champion Corp, sells Dycom Industries Inc, First Data Corp, iShares Russell 3000, Casella Waste Systems Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, 12th Street Asset Management Company, LLC. As of 2019Q1, 12th Street Asset Management Company, LLC owns 25 stocks with a total value of $377 million. These are the details of the buys and sells.

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

These are the top 5 holdings of 12th Street Asset Management Company, LLC
  1. LKQ Corp (LKQ) - 1,235,017 shares, 9.29% of the total portfolio. Shares added by 4.19%
  2. Knight-Swift Transportation Holdings Inc (KNX) - 944,932 shares, 8.18% of the total portfolio. Shares added by 6.54%
  3. Dollar General Corp (DG) - 235,061 shares, 7.43% of the total portfolio. Shares added by 2.46%
  4. Progressive Corp (PGR) - 385,967 shares, 7.37% of the total portfolio. Shares added by 2.77%
  5. International Paper Co (IP) - 553,528 shares, 6.79% of the total portfolio. Shares added by 6.90%
Added: Hanesbrands Inc (HBI)

12th Street Asset Management Company, LLC added to a holding in Hanesbrands Inc by 379.80%. The purchase prices were between $12.52 and $19.14, with an estimated average price of $16.55. The stock is now traded at around $16.40. The impact to a portfolio due to this purchase was 3.85%. The holding were 1,029,099 shares as of .

Added: Crown Holdings Inc (CCK)

12th Street Asset Management Company, LLC added to a holding in Crown Holdings Inc by 107.07%. The purchase prices were between $41.23 and $55.91, with an estimated average price of $51.4. The stock is now traded at around $60.54. The impact to a portfolio due to this purchase was 1.03%. The holding were 138,158 shares as of .

Added: Plantronics Inc (PLT)

12th Street Asset Management Company, LLC added to a holding in Plantronics Inc by 162.38%. The purchase prices were between $32.31 and $51.74, with an estimated average price of $43.45. The stock is now traded at around $47.14. The impact to a portfolio due to this purchase was 1%. The holding were 132,858 shares as of .

Added: Avnet Inc (AVT)

12th Street Asset Management Company, LLC added to a holding in Avnet Inc by 155.47%. The purchase prices were between $35.69 and $44.93, with an estimated average price of $42.13. The stock is now traded at around $44.01. The impact to a portfolio due to this purchase was 0.83%. The holding were 119,097 shares as of .

Added: Kemper Corp (KMPR)

12th Street Asset Management Company, LLC added to a holding in Kemper Corp by 95.83%. The purchase prices were between $65.03 and $84.9, with an estimated average price of $76.58. The stock is now traded at around $86.48. The impact to a portfolio due to this purchase was 0.81%. The holding were 82,314 shares as of .

Added: Clean Harbors Inc (CLH)

12th Street Asset Management Company, LLC added to a holding in Clean Harbors Inc by 27.99%. The purchase prices were between $49.35 and $72.04, with an estimated average price of $61.5. The stock is now traded at around $68.05. The impact to a portfolio due to this purchase was 0.72%. The holding were 173,123 shares as of .

Sold Out: Dycom Industries Inc (DY)

12th Street Asset Management Company, LLC sold out a holding in Dycom Industries Inc. The sale prices were between $43.33 and $63.67, with an estimated average price of $54.94.

Sold Out: iShares Russell 3000 (IWV)

12th Street Asset Management Company, LLC sold out a holding in iShares Russell 3000. The sale prices were between $142.97 and $168.06, with an estimated average price of $159.99.

Sold Out: Casella Waste Systems Inc (CWST)

12th Street Asset Management Company, LLC sold out a holding in Casella Waste Systems Inc. The sale prices were between $27.38 and $36.74, with an estimated average price of $32.6.

Reduced: First Data Corp (FDC)

12th Street Asset Management Company, LLC reduced to a holding in First Data Corp by 50.41%. The sale prices were between $16.21 and $26.27, with an estimated average price of $23.66. The stock is now traded at around $25.44. The impact to a portfolio due to this sale was -3.81%. 12th Street Asset Management Company, LLC still held 674,016 shares as of .



Here is the complete portfolio of 12th Street Asset Management Company, LLC. Also check out:

1. 12th Street Asset Management Company, LLC's Undervalued Stocks
2. 12th Street Asset Management Company, LLC's Top Growth Companies, and
3. 12th Street Asset Management Company, LLC's High Yield stocks
4. Stocks that 12th Street Asset Management Company, LLC keeps buying

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