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 |