Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of 12th Street Asset Management Company, LLC

Industry Market Value
Percent
16 - Heavy Construction Other Than Building Construction Contractors 28,499,000 8.26
20 - Food And Kindred Products 20,241,000 5.87
26 - Paper And Allied Products 14,274,000 4.14
28 - Chemicals And Allied Products 9,428,000 2.73
34 - Fabricated Metal Products, Except Machinery And Transportation Equipment 24,163,000 7.00
35 - Industrial And Commercial Machinery And Computer Equipment 20,125,000 5.83
37 - Transportation Equipment 29,750,000 8.62
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 7,741,000 2.24
42 - Motor Freight Transportation And Warehousing 33,499,000 9.71
45 - Transportation By Air 25,849,000 7.49
50 - Wholesale Trade-durable Goods 33,557,000 9.73
53 - General Merchandise Stores 21,156,000 6.13
55 - Automotive Dealers And Gasoline Service Stations 0 0.00
59 - Miscellaneous Retail 23,526,000 6.82
60 - Depository Institutions 14,537,000 4.21
73 - Business Services 2,066,000 0.60
80 - Health Services 23,569,000 6.83
Industry Not Reported 13,066,000 3.79
Total 345,046,000 100.00