SOUTHERNSUN ASSET MANAGEMENT

Latest statistics and disclosures from SOUTHERNSUN ASSET MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DAR, CBI, URS, TRN, AGCO. These five stock positions account for 27.31% of SOUTHERNSUN ASSET MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: Adt (+$60.40M), CLH (+$49.94M), URS (+$30.99M), NDSN (+$25.43M), TDW (+$17.95M), AGCO (+$16.73M), KOP (+$13.20M), HRC (+$11.92M), BCO (+$11.10M), WU (+$8.98M).
  • Reduced shares in these 10 stocks: TRN (-$99.45M), MIDD (-$60.24M), SWY (-$22.70M), THO (-$21.60M), NFX (-$16.54M), CNC (-$12.99M), COLM (-$12.96M), DBD (-$12.12M), FLS (-$11.20M), Oge Energy (-$9.09M).
  • Sold out of its positions in IWM, MDY.
  • As of March 31, 2014, SOUTHERNSUN ASSET MANAGEMENT has $5.00B in assets under management (AUM). Assets under management grew from a total value of $4.91B to $5.00B.
  • Independent of market fluctuations, SOUTHERNSUN ASSET MANAGEMENT was a net seller by $39.72M worth of stocks in the most recent quarter.

SOUTHERNSUN ASSET MANAGEMENT portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DAR Darling International 5.81 14498813 20.02 19.22
CBI Chicago Bridge & Iron Company N.V. 5.70 -2.00% 3268822 87.15 64.09
URS URS Corporation 5.33 +13.00% 5665553 47.06 58.07
TRN Trinity Industries 5.25 -27.00% 3640302 72.07 44.70
AGCO AGCO Corporation 5.22 +6.00% 4733264 55.16 51.99
CNC Centene Corporation 4.84 -5.00% 3884306 62.25 74.48
NFX Newfield Exploration 3.93 -7.00% 6265755 31.36 43.92
CLH Clean Harbors 3.83 +35.00% 3495708 54.79 58.86
THO Thor Industries 3.77 -10.00% 3085704 61.06 52.68
CRR CARBO Ceramics 3.69 -3.00% 1338590 137.99 143.42
ICON Iconix Brand 3.37 4285481 39.27 42.15
DBD Diebold Incorporated 3.30 -6.00% 4134369 39.89 37.78
BR Broadridge Financial Solutions 3.11 +5.00% 4189937 37.14 41.28
TKR Timken Company 3.10 2636396 58.78 47.84
IEX IDEX Corporation 2.85 1953433 72.89 78.52
HRC Hill-Rom Holdings 2.82 +9.00% 3651907 38.54 39.84
PII Polaris Industries 2.71 968012 139.71 147.17
SAFM Sanderson Farms 2.59 1651951 78.49 103.09
BCO Brink's Company 2.53 +9.00% 4433008 28.55 27.25
WU Western Union Company 2.49 +7.00% 7620413 16.36 17.49
HBI Hanesbrands 2.38 -4.00% 1555257 76.48 100.38
IPI Intrepid Potash 2.31 -2.00% 7461372 15.46 14.47
Oge Energy 2.21 -7.00% 3001006 36.76 0.00
MWV MeadWestva 2.13 +4.00% 2827582 37.64 43.99
FLS Flowserve Corporation 2.06 -9.00% 1317556 78.34 76.73
KOP Koppers Holdings 1.95 +15.00% 2361034 41.23 35.92
TDW Tidewater 1.93 +22.00% 1986527 48.62 48.78
COLM Columbia Sportswear Company 1.91 -11.00% 1157021 82.65 75.54
Adt 1.88 +180.00% 3131607 29.95 0.00
NDSN Nordson Corporation 1.79 +39.00% 1269730 70.49 77.19
Pentair 1.25 -5.00% 789965 79.34 0.00
MIDD Middleby Corporation 0.99 -54.00% 187071 264.21 74.34
SWY Safeway 0.98 -31.00% 1323086 36.94 34.69