Southernsun Asset Management as of Sept. 30, 2018
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 33 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.6 | $145M | 7.5M | 19.32 | |
| Newfield Exploration | 6.3 | $138M | 4.8M | 28.83 | |
| Brink's Company (BCO) | 6.2 | $135M | 1.9M | 69.75 | |
| Timken Company (TKR) | 6.1 | $134M | 2.7M | 49.85 | |
| Clean Harbors (CLH) | 5.6 | $123M | 1.7M | 71.58 | |
| Dycom Industries (DY) | 5.1 | $111M | 1.3M | 84.60 | |
| Trinity Industries (TRN) | 5.1 | $111M | 3.0M | 36.64 | |
| Extended Stay America | 4.8 | $105M | 5.2M | 20.23 | |
| AGCO Corporation (AGCO) | 4.0 | $87M | 1.4M | 60.79 | |
| Centene Corporation (CNC) | 3.9 | $85M | 586k | 144.78 | |
| Thor Industries (THO) | 3.5 | $77M | 925k | 83.70 | |
| Polaris Industries (PII) | 3.5 | $76M | 752k | 100.95 | |
| Western Union Company (WU) | 3.3 | $72M | 3.8M | 19.06 | |
| Murphy Usa (MUSA) | 3.3 | $72M | 837k | 85.46 | |
| Hanesbrands (HBI) | 3.1 | $69M | 3.7M | 18.43 | |
| Broadridge Financial Solutions (BR) | 3.0 | $66M | 500k | 131.95 | |
| Knowles (KN) | 2.7 | $59M | 3.6M | 16.62 | |
| IDEX Corporation (IEX) | 2.5 | $54M | 361k | 150.66 | |
| Westrock (WRK) | 2.2 | $48M | 907k | 53.44 | |
| Flowserve Corporation (FLS) | 2.1 | $46M | 848k | 54.69 | |
| Aegion | 2.0 | $43M | 1.7M | 25.38 | |
| Hill-Rom Holdings | 1.9 | $42M | 447k | 94.40 | |
| Sanderson Farms | 1.8 | $40M | 383k | 103.37 | |
| Actuant Corporation | 1.8 | $39M | 1.4M | 27.90 | |
| Commscope Hldg (COMM) | 1.7 | $38M | 1.2M | 30.76 | |
| Travelport Worldwide | 1.4 | $30M | 1.8M | 16.87 | |
| Belden (BDC) | 1.2 | $27M | 382k | 71.41 | |
| Federal Signal Corporation (FSS) | 1.2 | $26M | 960k | 26.78 | |
| Koppers Holdings (KOP) | 1.1 | $23M | 748k | 31.15 | |
| Crane | 1.1 | $23M | 234k | 98.35 | |
| Diebold Incorporated | 0.9 | $21M | 4.6M | 4.50 | |
| Pentair cs (PNR) | 0.9 | $20M | 458k | 43.35 | |
| Discover Financial Services (DFS) | 0.1 | $3.1M | 41k | 76.44 |
