SOUTHERNSUN ASSET MANAGEMENT

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

  • Top 5 stock holdings are DAR, CBI, TRN, URS, AGCO. These five stock positions account for 28.06% of SOUTHERNSUN ASSET MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: CLH (+$87.51M), DAR (+$79.98M), TKR (+$45.84M), Adt (+$45.13M), WU (+$40.65M), NFX (+$40.63M), CNC (+$35.84M), AGCO (+$35.67M), MWV (+$30.42M), URS (+$28.76M).
  • Started 3 new stock positions in Adt, MDY, IWM.
  • Reduced shares in these 10 stocks: NDSN (-$23.74M), SWY (-$23.54M), CRR (-$16.44M), ICON (-$12.61M), MIDD (-$6.18M), COLM (-$5.03M), BR, BCO, CBI, .
  • Sold out of its positions in VRNT.
  • As of Dec. 31, 2013, SOUTHERNSUN ASSET MANAGEMENT has $4.91B in assets under management (AUM). Assets under management grew from a total value of $4.05B to $4.91B.
  • Independent of market fluctuations, SOUTHERNSUN ASSET MANAGEMENT was a net buyer by $563.14M worth of stocks in the most recent quarter.

SOUTHERNSUN ASSET MANAGEMENT portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DAR Darling International 6.05 +36.00% 14224298 20.88 20.82
CBI Chicago Bridge & Iron Company N.V. 5.68 3353915 83.14 85.33
TRN Trinity Industries 5.58 5020252 54.52 70.71
URS URS Corporation 5.41 +12.00% 5006929 52.99 47.86
AGCO AGCO Corporation 5.34 +15.00% 4430016 59.19 56.82
CNC Centene Corporation 4.92 +17.00% 4092956 58.95 55.72
THO Thor Industries 3.87 +16.00% 3439401 55.23 62.56
ICON Iconix Brand 3.42 -6.00% 4232737 39.70 37.67
NFX Newfield Exploration 3.41 +32.00% 6793272 24.63 33.26
CRR CARBO Ceramics 3.30 -9.00% 1389404 116.53 139.25
BR Broadridge Financial Solutions 3.20 -3.00% 3972115 39.52 36.50
CLH Clean Harbors 3.16 +129.00% 2584195 59.96 55.13
DBD Diebold Incorporated 2.99 +18.00% 4438295 33.01 39.80
TKR Timken Company 2.97 +45.00% 2643013 55.07 59.19
IEX IDEX Corporation 2.90 +14.00% 1925800 73.85 73.04
PII Polaris Industries 2.87 +11.00% 965691 145.64 135.76
HRC Hill-Rom Holdings 2.82 3342518 41.34 37.01
BCO Brink's Company 2.81 -3.00% 4044127 34.14 25.09
WU Western Union Company 2.49 +49.00% 7071511 17.25 15.91
IPI Intrepid Potash 2.47 7663687 15.84 15.02
SAFM Sanderson Farms 2.39 +15.00% 1621607 72.33 81.78
FLS Flowserve Corporation 2.35 +24.00% 1460551 78.83 78.97
HBI Hanesbrands 2.32 +32.00% 1621332 70.27 77.23
Oge Energy 2.24 +8.00% 3248263 33.90 0.00
COLM Columbia Sportswear Company 2.11 -4.00% 1313794 78.75 82.10
MWV MeadWestva 2.04 +43.00% 2713790 36.93 38.30
MIDD Middleby Corporation 2.03 -5.00% 415062 239.72 265.03
TDW Tidewater 1.95 +36.00% 1617307 59.27 49.13
KOP Koppers Holdings 1.90 2040965 45.75 45.19
NDSN Nordson Corporation 1.38 -26.00% 908904 74.30 73.71
Pentair 1.32 +15.00% 835571 77.67 0.00
SWY Safeway 1.29 -27.00% 1937510 32.57 34.16
Adt 0.92 NEW 1115065 40.47 0.00
IWM iShares Russell 2000 Index 0.06 NEW 25340 115.35 112.79
MDY SPDR S&P; MidCap 400 ETF 0.05 NEW 10655 244.20 246.28