Southernsun Asset Management

Southernsun Asset Management as of March 31, 2014

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 33 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Darling International (DAR) 5.8 $290M 15M 20.02
Chicago Bridge & Iron Company 5.7 $285M 3.3M 87.15
URS Corporation 5.3 $267M 5.7M 47.06
Trinity Industries (TRN) 5.2 $262M 3.6M 72.07
AGCO Corporation (AGCO) 5.2 $261M 4.7M 55.16
Centene Corporation (CNC) 4.8 $242M 3.9M 62.25
Newfield Exploration 3.9 $197M 6.3M 31.36
Clean Harbors (CLH) 3.8 $192M 3.5M 54.79
Thor Industries (THO) 3.8 $188M 3.1M 61.06
CARBO Ceramics 3.7 $185M 1.3M 137.99
Iconix Brand 3.4 $168M 4.3M 39.27
Diebold Incorporated 3.3 $165M 4.1M 39.89
Broadridge Financial Solutions (BR) 3.1 $156M 4.2M 37.14
Timken Company (TKR) 3.1 $155M 2.6M 58.78
IDEX Corporation (IEX) 2.9 $142M 2.0M 72.89
Hill-Rom Holdings 2.8 $141M 3.7M 38.54
Polaris Industries (PII) 2.7 $135M 968k 139.71
Sanderson Farms 2.6 $130M 1.7M 78.49
Brink's Company (BCO) 2.5 $127M 4.4M 28.55
Western Union Company (WU) 2.5 $125M 7.6M 16.36
Hanesbrands (HBI) 2.4 $119M 1.6M 76.48
Intrepid Potash 2.3 $115M 7.5M 15.46
Oge Energy Corp (OGE) 2.2 $110M 3.0M 36.76
MeadWestva 2.1 $106M 2.8M 37.64
Flowserve Corporation (FLS) 2.1 $103M 1.3M 78.34
Koppers Holdings (KOP) 1.9 $97M 2.4M 41.23
Tidewater 1.9 $97M 2.0M 48.62
Columbia Sportswear Company (COLM) 1.9 $96M 1.2M 82.65
Adt 1.9 $94M 3.1M 29.95
Nordson Corporation (NDSN) 1.8 $90M 1.3M 70.49
Pentair 1.2 $63M 790k 79.34
Middleby Corporation (MIDD) 1.0 $49M 187k 264.21
Safeway 1.0 $49M 1.3M 36.94