Southernsun Asset Management as of June 30, 2013
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 32 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| URS Corporation | 5.7 | $186M | 3.9M | 47.22 | |
| Centene Corporation (CNC) | 5.5 | $181M | 3.4M | 52.46 | |
| Chicago Bridge & Iron Company | 5.5 | $181M | 3.0M | 59.66 | |
| Trinity Industries (TRN) | 5.4 | $177M | 4.6M | 38.44 | |
| AGCO Corporation (AGCO) | 5.3 | $174M | 3.5M | 50.19 | |
| Darling International (DAR) | 5.0 | $166M | 8.9M | 18.66 | |
| Affiliated Managers (AMG) | 4.5 | $149M | 909k | 163.94 | |
| Thor Industries (THO) | 4.2 | $139M | 2.8M | 49.18 | |
| Columbia Sportswear Company (COLM) | 3.8 | $124M | 2.0M | 62.65 | |
| Iconix Brand | 3.6 | $118M | 4.0M | 29.41 | |
| CARBO Ceramics | 3.4 | $111M | 1.7M | 67.43 | |
| Diebold Incorporated | 3.2 | $104M | 3.1M | 33.69 | |
| Hill-Rom Holdings | 3.1 | $101M | 3.0M | 33.68 | |
| Brink's Company (BCO) | 3.1 | $101M | 4.0M | 25.51 | |
| Nordson Corporation (NDSN) | 3.0 | $99M | 1.4M | 69.31 | |
| Newfield Exploration | 3.0 | $99M | 4.2M | 23.89 | |
| Oge Energy Corp (OGE) | 3.0 | $98M | 1.4M | 68.20 | |
| Polaris Industries (PII) | 2.9 | $96M | 1.0M | 95.00 | |
| Broadridge Financial Solutions (BR) | 2.9 | $95M | 3.6M | 26.58 | |
| Safeway | 2.4 | $80M | 3.4M | 23.66 | |
| Middleby Corporation (MIDD) | 2.4 | $79M | 465k | 170.09 | |
| Koppers Holdings (KOP) | 2.4 | $79M | 2.1M | 38.18 | |
| IDEX Corporation (IEX) | 2.4 | $78M | 1.5M | 53.81 | |
| Sanderson Farms | 2.3 | $76M | 1.1M | 66.42 | |
| Intrepid Potash | 2.3 | $75M | 3.9M | 19.05 | |
| Timken Company (TKR) | 2.0 | $66M | 1.2M | 56.28 | |
| Western Union Company (WU) | 1.6 | $52M | 3.1M | 17.11 | |
| MeadWestva | 1.4 | $47M | 1.4M | 34.11 | |
| Flowserve Corporation (FLS) | 1.4 | $46M | 844k | 54.01 | |
| Hanesbrands (HBI) | 1.2 | $40M | 768k | 51.42 | |
| Pentair | 1.1 | $35M | 612k | 57.69 | |
| Tidewater | 1.0 | $33M | 575k | 56.97 |
