Southernsun Asset Management as of March 31, 2020
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 34 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.7 | $52M | 2.7M | 19.17 | |
| Dycom Industries (DY) | 7.0 | $47M | 1.8M | 25.65 | |
| Brink's Company (BCO) | 6.5 | $44M | 847k | 52.05 | |
| Timken Company (TKR) | 6.2 | $42M | 1.3M | 32.34 | |
| AGCO Corporation (AGCO) | 5.8 | $39M | 834k | 47.25 | |
| Extended Stay America | 4.8 | $32M | 4.4M | 7.31 | |
| Clean Harbors (CLH) | 4.6 | $31M | 604k | 51.34 | |
| Trinity Industries (TRN) | 4.3 | $29M | 1.8M | 16.07 | |
| Crane | 4.1 | $28M | 560k | 49.18 | |
| Thor Industries (THO) | 3.9 | $26M | 626k | 42.18 | |
| Centene Corporation (CNC) | 3.7 | $25M | 418k | 59.41 | |
| Hill-Rom Holdings | 3.3 | $22M | 220k | 100.60 | |
| Broadridge Financial Solutions (BR) | 3.1 | $21M | 222k | 94.83 | |
| Belden (BDC) | 2.9 | $20M | 544k | 36.08 | |
| Murphy Usa (MUSA) | 2.9 | $19M | 231k | 84.36 | |
| Polaris Industries (PII) | 2.8 | $19M | 392k | 48.15 | |
| Sanderson Farms | 2.6 | $17M | 141k | 123.32 | |
| Stepan Company (SCL) | 2.4 | $17M | 186k | 88.46 | |
| Actuant Corp (EPAC) | 2.1 | $14M | 871k | 16.55 | |
| Aegion | 2.1 | $14M | 804k | 17.93 | |
| Koppers Holdings (KOP) | 2.1 | $14M | 1.1M | 12.37 | |
| Westrock (WRK) | 2.1 | $14M | 495k | 28.26 | |
| Western Union Company (WU) | 2.0 | $14M | 759k | 18.13 | |
| Knowles (KN) | 1.7 | $11M | 836k | 13.38 | |
| Hanesbrands (HBI) | 1.6 | $11M | 1.3M | 7.87 | |
| IDEX Corporation (IEX) | 1.4 | $9.5M | 69k | 138.11 | |
| Watsco, Incorporated (WSO) | 1.2 | $8.4M | 53k | 158.04 | |
| First Horizon National Corporation (FHN) | 1.2 | $8.4M | 1.0M | 8.06 | |
| Servicemaster Global | 1.2 | $7.9M | 292k | 27.00 | |
| SEI Investments Company (SEIC) | 1.1 | $7.3M | 157k | 46.34 | |
| Molina Healthcare (MOH) | 0.5 | $3.3M | 23k | 139.70 | |
| Encana Corporation (OVV) | 0.5 | $3.2M | 1.2M | 2.70 | |
| Nic | 0.5 | $3.1M | 135k | 23.00 | |
| Dorman Products (DORM) | 0.3 | $2.1M | 38k | 55.26 |
