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 |