SEC 13F Intelligence

12th Street Asset Management Company, LLC / AZO

12th Street Asset Management Company, LLC’s Autozone Inc Position

Does 12th Street Asset Management Company, LLC own Autozone Inc (AZO)? Yes — 8.3K shares worth $28M (+4.59% of its 13F portfolio) as of Q1 2026, down from 8.6K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
8.3K
% of Portfolio
+4.59%
Quarters Held
22
currently held

Position History AZO

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $20MQ2 ’21: $20MQ3 ’21: $23MQ3 ’21Q4 ’21: $28MQ1 ’22: $17MQ2 ’22: $17MQ2 ’22Q3 ’22: $17MQ4 ’22: $19MQ1 ’23: $19MQ1 ’23Q2 ’23: $20MQ3 ’23: $20MQ4 ’23: $19MQ4 ’23Q1 ’24: $26MQ2 ’24: $24MQ3 ’24: $25MQ3 ’24Q4 ’24: $25MQ1 ’25: $36MQ2 ’25: $34MQ2 ’25Q3 ’25: $38MQ4 ’25: $29MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.3K$28M+4.59%
Q4 20258.6K$29M+4.82%
Q3 20258.9K$38M+6.44%
Q2 20259.0K$34M+5.76%
Q1 20259.4K$36M+6.13%
Q4 20247.9K$25M+4.19%
Q3 20247.9K$25M+4.22%
Q2 20248.0K$24M+4.33%
Q1 20248.2K$26M+4.48%
Q4 20237.4K$19M+3.62%
Q3 20237.7K$20M+4.00%
Q2 20237.8K$20M+3.93%
Q1 20237.7K$19M+3.96%
Q4 20227.7K$19M+4.17%
Q3 20227.7K$17M+4.63%
Q2 20228.1K$17M+4.39%
Q1 20228.1K$17M+3.80%
Q4 202113.2K$28M+5.81%
Q3 202113.7K$23M+5.12%
Q2 202113.7K$20M+4.24%
Q1 202114.4K$20M+4.24%
Q4 20204.2K$5M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12th Street Asset Management Company, LLC’s full portfolio or all institutional holders of AZO.