SEC 13F Intelligence

12th Street Asset Management Company, LLC / CLH

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

Does 12th Street Asset Management Company, LLC own Clean Harbors Inc (CLH)? Yes — 204.7K shares worth $59M (+9.60% of its 13F portfolio) as of Q1 2026, down from 210.2K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
204.7K
% of Portfolio
+9.60%
Quarters Held
30
currently held

Position History CLH

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $12MQ2 ’19: $11MQ3 ’19: $15MQ4 ’19: $16MQ4 ’19Q1 ’20: $18MQ2 ’20: $19MQ3 ’20: $18MQ4 ’20: $35MQ4 ’20Q1 ’21: $32MQ2 ’21: $34MQ3 ’21: $33MQ4 ’21: $31MQ4 ’21Q1 ’22: $34MQ2 ’22: $33MQ3 ’22: $40MQ4 ’22: $42MQ4 ’22Q1 ’23: $52MQ2 ’23: $58MQ3 ’23: $45MQ4 ’23: $46MQ4 ’23Q1 ’24: $52MQ2 ’24: $58MQ3 ’24: $45MQ4 ’24: $43MQ4 ’24Q1 ’25: $38MQ2 ’25: $50MQ3 ’25: $50MQ4 ’25: $49MQ4 ’25Q1 ’26: $59Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026204.7K$59M+9.60%
Q4 2025210.2K$49M+8.12%
Q3 2025214.1K$50M+8.41%
Q2 2025217.6K$50M+8.65%
Q1 2025193.0K$38M+6.48%
Q4 2024186.3K$43M+7.07%
Q3 2024185.7K$45M+7.57%
Q2 2024257.8K$58M+10.64%
Q1 2024260.4K$52M+9.09%
Q4 2023261.7K$46M+8.59%
Q3 2023267.7K$45M+9.19%
Q2 2023352.1K$58M+11.68%
Q1 2023364.4K$52M+10.87%
Q4 2022366.0K$42M+9.13%
Q3 2022366.1K$40M+11.26%
Q2 2022382.0K$33M+8.44%
Q1 2022306.7K$34M+7.83%
Q4 2021311.4K$31M+6.50%
Q3 2021318.4K$33M+7.30%
Q2 2021362.7K$34M+7.02%
Q1 2021384.3K$32M+6.77%
Q4 2020455.1K$35M+7.45%
Q3 2020320.7K$18M+4.47%
Q2 2020325.1K$19M+5.40%
Q1 2020349.4K$18M+6.79%
Q4 2019188.8K$16M+3.99%
Q3 2019191.0K$15M+3.90%
Q2 2019149.3K$11M+2.90%
Q1 2019173.1K$12M+3.28%
Q4 2018135.3K$7M+2.19%

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 CLH.