Southernsun Asset Management as of Dec. 31, 2019
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 32 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.8 | $85M | 3.0M | 28.08 | |
| Dycom Industries (DY) | 6.6 | $72M | 1.5M | 47.15 | |
| Timken Company (TKR) | 6.4 | $70M | 1.2M | 56.31 | |
| Brink's Company (BCO) | 6.4 | $70M | 773k | 90.68 | |
| Extended Stay America | 5.5 | $60M | 4.1M | 14.86 | |
| Clean Harbors (CLH) | 4.8 | $52M | 612k | 85.75 | |
| Crane | 4.6 | $51M | 585k | 86.38 | |
| AGCO Corporation (AGCO) | 4.6 | $51M | 655k | 77.25 | |
| Thor Industries (THO) | 4.4 | $48M | 650k | 74.29 | |
| Trinity Industries (TRN) | 4.1 | $45M | 2.0M | 22.15 | |
| Polaris Industries (PII) | 3.9 | $42M | 415k | 101.70 | |
| Koppers Holdings (KOP) | 3.3 | $36M | 950k | 38.22 | |
| Centene Corporation (CNC) | 3.3 | $36M | 575k | 62.87 | |
| Encana Corp | 2.6 | $29M | 6.1M | 4.69 | |
| Broadridge Financial Solutions (BR) | 2.6 | $29M | 230k | 123.54 | |
| Hill-Rom Holdings | 2.6 | $28M | 248k | 113.53 | |
| Murphy Usa (MUSA) | 2.4 | $27M | 227k | 117.00 | |
| Westrock (WRK) | 2.4 | $27M | 619k | 42.91 | |
| Belden (BDC) | 2.4 | $26M | 478k | 55.00 | |
| Western Union Company (WU) | 2.3 | $25M | 937k | 26.78 | |
| Sanderson Farms | 2.3 | $25M | 142k | 176.22 | |
| Hanesbrands (HBI) | 2.1 | $24M | 1.6M | 14.85 | |
| Actuant Corporation | 2.1 | $23M | 889k | 26.03 | |
| Aegion | 1.9 | $21M | 948k | 22.37 | |
| Knowles (KN) | 1.8 | $20M | 939k | 21.15 | |
| IDEX Corporation (IEX) | 1.8 | $20M | 113k | 172.00 | |
| Stepan Company (SCL) | 1.7 | $18M | 178k | 102.44 | |
| First Horizon National Corporation (FHN) | 1.5 | $16M | 981k | 16.56 | |
| SEI Investments Company (SEIC) | 0.9 | $10M | 156k | 65.48 | |
| Watsco, Incorporated (WSO) | 0.8 | $8.8M | 49k | 180.15 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $1.2M | 3.2k | 375.46 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.1M | 6.6k | 165.74 |
