Southernsun Asset Management as of Dec. 31, 2013
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 35 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.0 | $297M | 14M | 20.88 | |
| Chicago Bridge & Iron Company | 5.7 | $279M | 3.4M | 83.14 | |
| Trinity Industries (TRN) | 5.6 | $274M | 5.0M | 54.52 | |
| URS Corporation | 5.4 | $265M | 5.0M | 52.99 | |
| AGCO Corporation (AGCO) | 5.3 | $262M | 4.4M | 59.19 | |
| Centene Corporation (CNC) | 4.9 | $241M | 4.1M | 58.95 | |
| Thor Industries (THO) | 3.9 | $190M | 3.4M | 55.23 | |
| Iconix Brand | 3.4 | $168M | 4.2M | 39.70 | |
| Newfield Exploration | 3.4 | $167M | 6.8M | 24.63 | |
| CARBO Ceramics | 3.3 | $162M | 1.4M | 116.53 | |
| Broadridge Financial Solutions (BR) | 3.2 | $157M | 4.0M | 39.52 | |
| Clean Harbors (CLH) | 3.2 | $155M | 2.6M | 59.96 | |
| Diebold Incorporated | 3.0 | $147M | 4.4M | 33.01 | |
| Timken Company (TKR) | 3.0 | $146M | 2.6M | 55.07 | |
| IDEX Corporation (IEX) | 2.9 | $142M | 1.9M | 73.85 | |
| Polaris Industries (PII) | 2.9 | $141M | 966k | 145.64 | |
| Hill-Rom Holdings | 2.8 | $138M | 3.3M | 41.34 | |
| Brink's Company (BCO) | 2.8 | $138M | 4.0M | 34.14 | |
| Western Union Company (WU) | 2.5 | $122M | 7.1M | 17.25 | |
| Intrepid Potash | 2.5 | $121M | 7.7M | 15.84 | |
| Sanderson Farms | 2.4 | $117M | 1.6M | 72.33 | |
| Flowserve Corporation (FLS) | 2.4 | $115M | 1.5M | 78.83 | |
| Hanesbrands (HBI) | 2.3 | $114M | 1.6M | 70.27 | |
| Oge Energy Corp (OGE) | 2.2 | $110M | 3.2M | 33.90 | |
| Columbia Sportswear Company (COLM) | 2.1 | $104M | 1.3M | 78.75 | |
| MeadWestva | 2.0 | $100M | 2.7M | 36.93 | |
| Middleby Corporation (MIDD) | 2.0 | $100M | 415k | 239.72 | |
| Tidewater | 1.9 | $96M | 1.6M | 59.27 | |
| Koppers Holdings (KOP) | 1.9 | $93M | 2.0M | 45.75 | |
| Nordson Corporation (NDSN) | 1.4 | $68M | 909k | 74.30 | |
| Pentair | 1.3 | $65M | 836k | 77.67 | |
| Safeway | 1.3 | $63M | 1.9M | 32.57 | |
| Adt | 0.9 | $45M | 1.1M | 40.47 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $2.9M | 25k | 115.35 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $2.6M | 11k | 244.20 |
