Southernsun Asset Management as of Dec. 31, 2018
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 35 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 7.3 | $99M | 1.5M | 64.65 | |
| Darling International (DAR) | 7.1 | $96M | 5.0M | 19.24 | |
| Timken Company (TKR) | 6.4 | $88M | 2.3M | 37.32 | |
| Clean Harbors (CLH) | 5.3 | $72M | 1.5M | 49.35 | |
| Dycom Industries (DY) | 5.2 | $72M | 1.3M | 54.04 | |
| Extended Stay America | 5.1 | $69M | 4.5M | 15.50 | |
| Thor Industries (THO) | 4.3 | $58M | 1.1M | 52.00 | |
| Trinity Industries (TRN) | 4.1 | $56M | 2.7M | 20.59 | |
| Newfield Exploration | 4.1 | $56M | 3.8M | 14.66 | |
| AGCO Corporation (AGCO) | 4.1 | $56M | 1.0M | 55.67 | |
| Western Union Company (WU) | 3.6 | $50M | 2.9M | 17.06 | |
| Murphy Usa (MUSA) | 3.6 | $49M | 636k | 76.64 | |
| Centene Corporation (CNC) | 3.5 | $48M | 419k | 115.30 | |
| Polaris Industries (PII) | 3.2 | $44M | 571k | 76.68 | |
| Broadridge Financial Solutions (BR) | 2.8 | $38M | 397k | 96.25 | |
| Hanesbrands (HBI) | 2.7 | $37M | 3.0M | 12.53 | |
| Knowles (KN) | 2.7 | $36M | 2.7M | 13.31 | |
| Westrock (WRK) | 2.7 | $36M | 957k | 37.76 | |
| IDEX Corporation (IEX) | 2.6 | $35M | 280k | 126.26 | |
| Koppers Holdings (KOP) | 2.5 | $34M | 2.0M | 17.04 | |
| Sanderson Farms | 2.1 | $28M | 283k | 99.29 | |
| Hill-Rom Holdings | 2.1 | $28M | 316k | 88.55 | |
| Actuant Corporation | 1.9 | $26M | 1.3M | 20.99 | |
| Aegion | 1.8 | $24M | 1.5M | 16.32 | |
| Flowserve Corporation (FLS) | 1.6 | $22M | 590k | 38.02 | |
| Crane | 1.4 | $19M | 263k | 72.18 | |
| Belden (BDC) | 1.3 | $18M | 427k | 41.77 | |
| Travelport Worldwide | 1.2 | $16M | 1.0M | 15.62 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.1 | $15M | 50k | 302.68 | |
| Stepan Company (SCL) | 0.9 | $13M | 172k | 74.00 | |
| Federal Signal Corporation (FSS) | 0.8 | $11M | 574k | 19.90 | |
| Diebold Incorporated | 0.4 | $5.0M | 2.0M | 2.49 | |
| Watsco, Incorporated (WSO) | 0.3 | $3.6M | 26k | 139.15 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $2.5M | 18k | 133.90 | |
| Discover Financial Services (DFS) | 0.2 | $2.3M | 39k | 58.98 |
