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Hedge Funds Similar to 12th Street Asset Company,

13F Portfolio OverlapQ1 202612th Street Asset Company, portfolio →
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Most similar hedge funds by 13F overlap

12th Street Asset Management Company, LLC is an institutional investor managing $611M across 32 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 12th Street Asset Company, are Heights Point ,, HALLSTATT ADVISORS, Gallo Partners,, with shared positions in $SGI, $KNX, $CLH, $FANG, $GVA, $EXP. The full ranking of 25 similar funds is below.

#1Heights Point Management, LPActive
Notable overlap · 4 shared positions
$SGI$KNX$CLH$FANG
$108M
21 positions
#2HALLSTATT ADVISORS L.P.Active
Notable overlap · 3 shared positions
$CLH$GVA$EXP
$126M
15 positions
#3Gallo Partners, LPPassive
Notable overlap · 4 shared positions
$CLH$KNX$GVA$CIEN
$52M
39 positions
#4Ancora Advisors, LLCPassive
Notable overlap · 3 shared positions
$LKQ$RBA$CRH
$4.7B
2,480 positions
#5D1 Capital Partners L.P.Active
Notable overlap · 3 shared positions
$CLH$SGI$KNX
$11.2B
44 positions
#6Hill City Capital, LPSmart money
Notable overlap · 3 shared positions
$CRH$DY$GVA
$2.8B
23 positions
#7Jefferson Bridge Capital, LLCPassive
Notable overlap · 4 shared positions
$PNFP$SNEX$DELL$HROW
$101M
53 positions
#8Select Equity Group, L.P.Active
Notable overlap · 3 shared positions
$SGI$CRH$CLH
$19.5B
179 positions
#9Nitorum Capital, L.P.Active
Some overlap · 3 shared positions
$RBA$GNRC$DELL
$114M
20 positions
#10Park West Asset Management LLCActive
Some overlap · 3 shared positions
$HQY$KEX$CRH
$1.2B
52 positions
#11NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZO$LKQ$RUSHA
$2.1B
51 positions
#12Bretton Capital Management, LLCActive
Some overlap · 3 shared positions
$AZO$PGR$EXP
$109M
18 positions
#13STEADFAST CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$SGI$KNX$CIEN
$2.9B
69 positions
#14WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTDPassive
Some overlap · 3 shared positions
$RBA$DY$LPX
$354M
43 positions
#15FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$AZO$PGR$PNFP
$4.5B
92 positions
#16First Washington CORPActive
Some overlap · 3 shared positions
$DY$GVA$GNRC
$353M
50 positions
#17Cherokee Insurance CoPassive
Some overlap · 3 shared positions
$AZO$KNX$FHN
$263M
121 positions
#18Townsend & Associates, IncActive
Some overlap · 3 shared positions
$GNRC$FANG$AZO
$1.2B
115 positions
#19Covalis Capital LLPPassive
Some overlap · 3 shared positions
$RBA$FANG$GNRC
$1.6B
123 positions
#20Expect Equity LLCPassive
Some overlap · 3 shared positions
$FHN$HQY$GVA
$104M
48 positions
#21HENNESSY ADVISORS INCPassive
Some overlap · 3 shared positions
$SNEX$DY$GVA
$2.8B
278 positions
#22Evercore Wealth Management, LLCActive
Some overlap · 3 shared positions
$AZO$GNRC$PGR
$6.4B
418 positions
#23Aubrey Capital Management LtdPassive
Some overlap · 3 shared positions
$SNEX$DY$ROAD
$186M
50 positions
#24Private Capital Management, LLCActive
Some overlap · 3 shared positions
$SNEX$PNFP$HROW
$1.0B
194 positions
#25VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$DELL$FANG$GNRC
$436M
133 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.