Southernsun Asset Management

Southernsun Asset Management as of June 30, 2019

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 32 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dycom Industries (DY) 7.2 $93M 1.6M 58.87
Darling International (DAR) 6.7 $87M 4.4M 19.89
Timken Company (TKR) 6.4 $83M 1.6M 51.34
Brink's Company (BCO) 6.3 $82M 1.0M 81.18
Clean Harbors (CLH) 5.5 $72M 1.0M 71.10
Extended Stay America 5.5 $71M 4.2M 16.89
AGCO Corporation (AGCO) 4.7 $62M 792k 77.57
Thor Industries (THO) 4.1 $54M 917k 58.45
Crane 3.9 $51M 611k 83.44
Trinity Industries (TRN) 3.9 $50M 2.4M 20.75
Polaris Industries (PII) 3.7 $48M 522k 91.23
Centene Corporation (CNC) 3.2 $41M 790k 52.44
Encana Corp 3.1 $40M 7.8M 5.13
Broadridge Financial Solutions (BR) 2.9 $38M 299k 127.68
Western Union Company (WU) 2.9 $37M 1.9M 19.89
Koppers Holdings (KOP) 2.8 $37M 1.2M 29.36
Murphy Usa (MUSA) 2.7 $36M 422k 84.03
Hanesbrands (HBI) 2.6 $34M 2.0M 17.22
Knowles (KN) 2.4 $31M 1.7M 18.31
Westrock (WRK) 2.4 $31M 854k 36.47
IDEX Corporation (IEX) 2.3 $30M 175k 172.14
Sanderson Farms 2.2 $29M 210k 136.56
Hill-Rom Holdings 2.2 $28M 267k 104.62
Actuant Corporation 2.1 $27M 1.1M 24.81
Belden (BDC) 2.0 $26M 432k 59.57
Aegion 1.8 $23M 1.3M 18.40
First Horizon National Corporation (FHN) 1.5 $19M 1.3M 14.93
Stepan Company (SCL) 1.3 $17M 188k 91.91
SEI Investments Company (SEIC) 0.7 $9.0M 160k 56.10
Watsco, Incorporated (WSO) 0.7 $8.9M 54k 163.54
Discover Financial Services (DFS) 0.2 $3.2M 41k 77.59
Tractor Supply Company (TSCO) 0.0 $218k 2.0k 109.00