Southernsun Asset Management

Southernsun Asset Management as of March 31, 2013

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 31 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
URS Corporation 6.0 $174M 3.7M 47.41
Chicago Bridge & Iron Company 5.9 $172M 2.8M 62.10
Trinity Industries (TRN) 5.7 $165M 3.6M 45.33
AGCO Corporation (AGCO) 5.6 $163M 3.1M 52.12
Darling International (DAR) 5.3 $154M 8.6M 17.96
Centene Corporation (CNC) 5.1 $149M 3.4M 44.04
Affiliated Managers (AMG) 4.6 $134M 869k 153.57
Smithfield Foods 4.4 $128M 4.8M 26.48
Columbia Sportswear Company (COLM) 3.9 $112M 1.9M 57.88
CARBO Ceramics 3.8 $110M 1.2M 91.07
Thor Industries (THO) 3.7 $109M 2.9M 36.79
Brink's Company (BCO) 3.6 $106M 3.7M 28.26
Iconix Brand 3.6 $105M 4.0M 25.87
Hill-Rom Holdings 3.4 $99M 2.8M 35.22
Oge Energy Corp (OGE) 3.1 $90M 1.3M 69.98
Koppers Holdings (KOP) 3.1 $90M 2.1M 43.98
Nordson Corporation (NDSN) 2.9 $84M 1.3M 65.95
Polaris Industries (PII) 2.8 $82M 885k 92.49
Newfield Exploration 2.8 $81M 3.6M 22.42
Broadridge Financial Solutions (BR) 2.7 $78M 3.2M 24.84
Timken Company (TKR) 2.7 $78M 1.4M 56.58
Middleby Corporation (MIDD) 2.5 $71M 470k 152.15
Safeway 2.4 $68M 2.6M 26.35
Sanderson Farms 2.3 $67M 1.2M 54.62
IDEX Corporation (IEX) 2.3 $66M 1.2M 53.42
Flowserve Corporation (FLS) 1.3 $38M 225k 167.71
MeadWestva 1.3 $38M 1.0M 36.30
Western Union Company (WU) 1.0 $29M 1.9M 15.04
Pentair 0.9 $26M 499k 52.75
Diebold Incorporated 0.8 $25M 818k 30.32
Hanesbrands (HBI) 0.6 $17M 377k 45.56