# EDGAR Filing Document

**Accession Number:** 0001633703
**File Stem:** 0001667731-25-001165
**Filing Date:** 2025-8
**Character Count:** 10673
**Document Hash:** 0ddd8c4ff3ec3d3b1b81fc8fce46f41d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-001165.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001667731-25-001165

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** 12th Street Asset Management Company, LLC
- **CENTRAL INDEX KEY:** 0001633703

**ORGANIZATION NAME:**
- **EIN:** 261243140
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16737
- **FILM NUMBER:** 251231550

**BUSINESS ADDRESS:**
- **STREET 1:** 102 WOODMONT BLVD
- **STREET 2:** SUITE 460
- **CITY:** NASHVILLE
- **STATE:** TN
- **ZIP:** 37205
- **BUSINESS PHONE:** 615-915-3701

**MAIL ADDRESS:**
- **STREET 1:** 102 WOODMONT BLVD
- **STREET 2:** SUITE 460
- **CITY:** NASHVILLE
- **STATE:** TN
- **ZIP:** 37205

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001633703

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** 12th Street Asset Management Company, LLC

**Address:** 102 WOODMONT BLVD, NASHVILLE, TN 37205

**Telephone number:** 6159153701

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-16737

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                             | CUSIP     | MEETING DATE   |   VOTE DESCRIPTION | VOTE CATEGORY   |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|---:|:---|---:|---:|:---|:---|:---|:---|
| "ACUSHNET HOLDINGS CORP."                  | 005098108 | 06/02/2025     |                  3 | COMPENSATION    |         111079 |                0 | for         | 111079                                   | FOR                         |  |
| "AMERICAN HOMES 4 RENT"                    | 02665T306 | 05/07/2025     |                  3 | COMPENSATION    |          43902 |                0 | for         | 43902                                    | FOR                         |  |
| AUTOZONE, INC.                             | 053332102 | 12/18/2024     |                  3 | COMPENSATION    |           5433 |                0 | for         | 5433                                     | FOR                         |  |
| "AXALTA COATING SYSTEMS LTD."              | G0750C108 | 06/04/2025     |                  3 | COMPENSATION    |         218805 |                0 | for         | 218805                                   | FOR                         |  |
| "BERRY GLOBAL GROUP, INC."                 | 08579W103 | 02/05/2025     |                  3 | COMPENSATION    |         313758 |                0 | against     | 313758                                   | AGAINST                     |  |
| "BERRY GLOBAL GROUP, INC."                 | 08579W103 | 02/05/2025     |                  4 | COMPENSATION    |         313758 |                0 |  |  |  |  |
| "BERRY GLOBAL GROUP, INC."                 | 08579W103 | 02/25/2025     |                  2 | COMPENSATION    |         311649 |                0 | for         | 311649                                   | FOR                         |  |
| CIENA CORPORATION                          | 171779309 | 03/27/2025     |                  3 | COMPENSATION    |         208739 |                0 | for         | 208739                                   | FOR                         |  |
| CLEAN HARBORS, INC.                        | 184496107 | 05/21/2025     |                  2 | COMPENSATION    |         134824 |                0 | for         | 134824                                   | FOR                         |  |
| "CONSTRUCTION PARTNERS INC"                | 21044C107 | 03/20/2025     |                  3 | COMPENSATION    |          57298 |                0 | against     | 57298                                    | AGAINST                     |  |
| "CRH PUBLIC LIMITED COMPANY"               | G25508105 | 05/08/2025     |                  2 | COMPENSATION    |         241544 |                0 | for         | 241544                                   | FOR                         |  |
| "CRH PUBLIC LIMITED COMPANY"               | G25508105 | 05/08/2025     |                  3 | COMPENSATION    |         241544 |                0 |  | 241544                                   | NONE                        |  |
| "DIAMONDBACK ENERGY, INC."                 | 25278X109 | 05/21/2025     |                  2 | COMPENSATION    |          74501 |                0 | for         | 74501                                    | FOR                         |  |
| DYCOM INDUSTRIES, INC.                     | 267475101 | 05/22/2025     |                  2 | COMPENSATION    |          15374 |                0 | for         | 15374                                    | FOR                         |  |
| EAGLE MATERIALS INC.                       | 26969P108 | 08/01/2024     |                  2 | COMPENSATION    |          34866 |                0 | for         | 34866                                    | FOR                         |  |
| "FB FINANCIAL CORPORATION"                 | 30257X104 | 05/22/2025     |                  2 | COMPENSATION    |         182476 |                0 | for         | 182476                                   | FOR                         |  |
| "FEDERAL SIGNAL CORPORATION"               | 313855108 | 04/22/2025     |                  2 | COMPENSATION    |          60265 |                0 | for         | 60265                                    | FOR                         |  |
| FEDEX CORPORATION                          | 31428X106 | 09/23/2024     |                  2 | COMPENSATION    |          31534 |                0 | for         | 31534                                    | FOR                         |  |
| "GRAPHIC PACKAGING HOLDING COMPANY"        | 388689101 | 05/21/2025     |                  3 | COMPENSATION    |         608747 |                0 | for         | 608747                                   | FOR                         |  |
| KIRBY CORPORATION                          | 497266106 | 04/29/2025     |                  3 | COMPENSATION    |         311318 |                0 | for         | 311318                                   | FOR                         |  |
| "KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC" | 499049104 | 05/13/2025     |                  2 | COMPENSATION    |         220809 |                0 | for         | 220809                                   | FOR                         |  |
| LKQ CORPORATION                            | 501889208 | 05/07/2025     |                  3 | COMPENSATION    |         685064 |                0 | for         | 685064                                   | FOR                         |  |
| "LOUISIANA-PACIFIC CORPORATION"            | 546347105 | 05/08/2025     |                  3 | COMPENSATION    |          40583 |                0 | for         | 40583                                    | FOR                         |  |
| MASCO CORPORATION                          | 574599106 | 05/09/2025     |                  2 | COMPENSATION    |         161437 |                0 | for         | 161437                                   | FOR                         |  |
| "NORTHERN OIL AND GAS, INC."               | 665531307 | 05/22/2025     |                  3 | COMPENSATION    |         190557 |                0 | for         | 190557                                   | FOR                         |  |
| "PINNACLE FINANCIAL PARTNERS, INC."        | 72346Q104 | 04/15/2025     |                  3 | COMPENSATION    |         248438 |                0 | for         | 248438                                   | FOR                         |  |
| PPG INDUSTRIES, INC.                       | 693506107 | 04/17/2025     |                  2 | COMPENSATION    |          59320 |                0 | for         | 59320                                    | FOR                         |  |
| "PRIMORIS SERVICES CORPORATION"            | 74164F103 | 04/30/2025     |                  2 | COMPENSATION    |         265011 |                0 | for         | 265011                                   | FOR                         |  |
| RB GLOBAL, INC.                            | 74935Q107 | 05/05/2025     |                  3 | COMPENSATION    |         182782 |                0 | for         | 182782                                   | FOR                         |  |
| "SOMNIGROUP INTERNATIONAL INC."            | 88023U101 | 05/14/2025     |                  3 | COMPENSATION    |         317730 |                0 | for         | 317730                                   | FOR                         |  |
| STONEX GROUP INC.                          | 861896108 | 03/05/2025     |                  3 | COMPENSATION    |         106956 |                0 | against     | 106956                                   | AGAINST                     |  |
| "THE PROGRESSIVE CORPORATION"              | 743315103 | 05/09/2025     |                  2 | COMPENSATION    |          66052 |                0 | for         | 66052                                    | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** 12th Street Asset Management Company, LLC

**By (Signature):** Amanda Moran

**By (Printed Signature):** Amanda Moran

**By (Title):** Client Service Associate

**Date:** 08/19/2025