Southernsun Asset Management as of Sept. 30, 2019
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 30 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 7.0 | $84M | 1.6M | 51.05 | |
| Darling International (DAR) | 6.6 | $79M | 4.2M | 19.13 | |
| Brink's Company (BCO) | 6.2 | $75M | 907k | 82.95 | |
| Timken Company (TKR) | 6.1 | $74M | 1.7M | 43.51 | |
| Clean Harbors (CLH) | 5.5 | $66M | 851k | 77.20 | |
| Extended Stay America | 5.4 | $66M | 4.5M | 14.64 | |
| AGCO Corporation (AGCO) | 4.9 | $59M | 781k | 75.70 | |
| Thor Industries (THO) | 4.4 | $54M | 945k | 56.64 | |
| Crane | 4.3 | $52M | 650k | 80.63 | |
| Trinity Industries (TRN) | 4.2 | $50M | 2.6M | 19.68 | |
| Polaris Industries (PII) | 3.9 | $47M | 530k | 88.01 | |
| Centene Corporation (CNC) | 2.9 | $36M | 820k | 43.26 | |
| Broadridge Financial Solutions (BR) | 2.9 | $35M | 280k | 124.43 | |
| Encana Corp | 2.8 | $34M | 7.4M | 4.60 | |
| Hanesbrands (HBI) | 2.8 | $34M | 2.2M | 15.32 | |
| Koppers Holdings (KOP) | 2.7 | $33M | 1.1M | 29.21 | |
| Westrock (WRK) | 2.6 | $31M | 861k | 36.45 | |
| Western Union Company (WU) | 2.5 | $31M | 1.3M | 23.17 | |
| Murphy Usa (MUSA) | 2.5 | $30M | 352k | 85.30 | |
| Hill-Rom Holdings | 2.3 | $28M | 263k | 105.23 | |
| Belden (BDC) | 2.2 | $27M | 506k | 53.34 | |
| Sanderson Farms | 2.2 | $26M | 172k | 151.33 | |
| Knowles (KN) | 2.2 | $26M | 1.3M | 20.34 | |
| IDEX Corporation (IEX) | 2.1 | $26M | 158k | 163.88 | |
| First Horizon National Corporation (FHN) | 1.8 | $22M | 1.4M | 16.20 | |
| Actuant Corporation | 1.8 | $21M | 976k | 21.94 | |
| Aegion | 1.8 | $22M | 1.0M | 21.38 | |
| Stepan Company (SCL) | 1.5 | $18M | 185k | 97.06 | |
| SEI Investments Company (SEIC) | 0.9 | $11M | 189k | 59.26 | |
| Watsco, Incorporated (WSO) | 0.8 | $9.9M | 59k | 169.18 |
