Southernsun Asset Management as of March 31, 2012
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 31 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| URS Corporation | 5.9 | $135M | 3.2M | 42.52 | |
| Darling International (DAR) | 5.6 | $127M | 7.3M | 17.42 | |
| AGCO Corporation (AGCO) | 5.5 | $125M | 2.6M | 47.21 | |
| Trinity Industries (TRN) | 5.4 | $123M | 3.7M | 32.95 | |
| Solutia | 5.1 | $116M | 4.2M | 27.94 | |
| Chicago Bridge & Iron Company | 5.1 | $116M | 2.7M | 43.19 | |
| Affiliated Managers (AMG) | 5.0 | $115M | 1.0M | 111.81 | |
| Oge Energy Corp (OGE) | 5.0 | $114M | 2.1M | 53.50 | |
| Smithfield Foods | 4.3 | $98M | 4.4M | 22.03 | |
| Centene Corporation (CNC) | 4.3 | $98M | 2.0M | 48.97 | |
| Polaris Industries (PII) | 4.2 | $94M | 1.3M | 72.15 | |
| Columbia Sportswear Company (COLM) | 4.2 | $94M | 2.0M | 47.45 | |
| Brink's Company (BCO) | 4.0 | $92M | 3.8M | 23.87 | |
| Thor Industries (THO) | 3.9 | $88M | 2.8M | 31.56 | |
| Sanderson Farms | 3.7 | $84M | 1.6M | 53.03 | |
| Koppers Holdings (KOP) | 3.4 | $78M | 2.0M | 38.56 | |
| Middleby Corporation (MIDD) | 3.3 | $76M | 751k | 101.18 | |
| Nordson Corporation (NDSN) | 3.1 | $71M | 1.3M | 54.51 | |
| Tractor Supply Company (TSCO) | 3.1 | $70M | 768k | 90.56 | |
| Timken Company (TKR) | 2.2 | $50M | 977k | 50.74 | |
| Newfield Exploration | 2.2 | $50M | 1.4M | 34.68 | |
| Broadridge Financial Solutions (BR) | 2.0 | $46M | 1.9M | 23.91 | |
| Flowserve Corporation (FLS) | 2.0 | $46M | 399k | 115.51 | |
| Cascade Corporation | 1.4 | $31M | 615k | 50.12 | |
| Iconix Brand | 1.3 | $31M | 1.8M | 17.38 | |
| MeadWestva | 1.0 | $24M | 746k | 31.59 | |
| Pentair | 1.0 | $23M | 473k | 47.61 | |
| IDEX Corporation (IEX) | 0.9 | $22M | 511k | 42.13 | |
| James River Coal Company | 0.9 | $21M | 4.1M | 5.12 | |
| Safeway | 0.8 | $19M | 951k | 20.21 | |
| SPECTRUM BRANDS Hldgs | 0.1 | $2.5M | 72k | 34.96 |
