Southernsun Asset Management

Southernsun Asset Management as of June 30, 2020

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 37 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Darling International (DAR) 7.7 $57M 2.3M 24.62
Dycom Industries (DY) 6.9 $51M 1.3M 40.89
Brink's Company (BCO) 6.8 $50M 1.1M 45.51
Timken Company (TKR) 6.2 $46M 1.0M 45.49
Extended Stay America 6.0 $44M 4.0M 11.19
AGCO Corporation (AGCO) 5.7 $43M 767k 55.46
Thor Industries (THO) 4.6 $34M 320k 106.53
Trinity Industries (TRN) 4.3 $32M 1.5M 21.29
Clean Harbors (CLH) 4.2 $31M 521k 59.98
Crane 4.1 $30M 510k 59.46
Polaris Industries (PII) 3.8 $28M 302k 92.55
Broadridge Financial Solutions (BR) 3.2 $24M 189k 126.19
Murphy Usa (MUSA) 3.0 $22M 198k 112.59
Koppers Holdings (KOP) 2.7 $20M 1.1M 18.84
Centene Corporation (CNC) 2.7 $20M 318k 63.55
Belden (BDC) 2.7 $20M 609k 32.55
Hill-Rom Holdings 2.6 $19M 176k 109.78
Servicemaster Global 2.5 $18M 511k 35.69
Stepan Company (SCL) 2.3 $17M 176k 97.10
Actuant Corp (EPAC) 1.9 $14M 817k 17.60
Sanderson Farms 1.8 $13M 116k 115.89
Western Union Company (WU) 1.6 $12M 556k 21.62
Aegion 1.5 $11M 715k 15.87
Westrock (WRK) 1.4 $10M 367k 28.26
Encana Corporation (OVV) 1.3 $9.7M 1.0M 9.55
Knowles (KN) 1.3 $9.3M 607k 15.26
Hanesbrands (HBI) 1.2 $9.2M 814k 11.29
IDEX Corporation (IEX) 1.1 $7.9M 50k 158.03
First Horizon National Corporation (FHN) 1.0 $7.5M 757k 9.96
Watsco, Incorporated (WSO) 0.9 $6.9M 39k 177.70
SEI Investments Company (SEIC) 0.9 $6.4M 117k 54.98
Dorman Products (DORM) 0.7 $4.9M 74k 67.07
Molina Healthcare (MOH) 0.4 $3.0M 17k 177.96
Ingevity (NGVT) 0.3 $2.6M 49k 52.58
Frontdoor (FTDR) 0.3 $2.6M 58k 44.32
Nic 0.2 $1.3M 58k 22.97
Tractor Supply Company (TSCO) 0.0 $264k 2.0k 132.00