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 |