Southernsun Asset Management as of Dec. 31, 2020
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 39 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 7.3 | $63M | 879k | 72.00 | |
| Darling International (DAR) | 6.9 | $61M | 1.0M | 57.68 | |
| Extended Stay America | 5.8 | $51M | 3.4M | 14.81 | |
| Crane | 5.7 | $50M | 646k | 77.66 | |
| Dycom Industries (DY) | 5.7 | $50M | 663k | 75.52 | |
| AGCO Corporation (AGCO) | 5.3 | $46M | 450k | 103.09 | |
| Timken Company (TKR) | 5.2 | $45M | 584k | 77.36 | |
| Polaris Industries (PII) | 4.8 | $42M | 439k | 95.28 | |
| Thor Industries (THO) | 4.5 | $39M | 424k | 92.99 | |
| Clean Harbors (CLH) | 4.4 | $38M | 503k | 76.10 | |
| Terminix Global Holdings | 3.7 | $33M | 637k | 51.01 | |
| Murphy Usa (MUSA) | 3.5 | $31M | 235k | 130.87 | |
| Sanderson Farms | 3.3 | $29M | 220k | 132.20 | |
| Ingevity (NGVT) | 3.1 | $27M | 360k | 75.73 | |
| Stepan Company (SCL) | 2.7 | $24M | 199k | 119.32 | |
| Belden (BDC) | 2.6 | $23M | 551k | 41.90 | |
| Hill-Rom Holdings | 2.3 | $20M | 203k | 97.97 | |
| Actuant Corp (EPAC) | 2.0 | $18M | 776k | 22.61 | |
| Koppers Holdings (KOP) | 2.0 | $17M | 557k | 31.16 | |
| Broadridge Financial Solutions (BR) | 2.0 | $17M | 113k | 153.20 | |
| Frontdoor (FTDR) | 2.0 | $17M | 343k | 50.21 | |
| Dorman Products (DORM) | 1.8 | $16M | 180k | 86.82 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 1.5 | $13M | 270k | 47.06 | |
| Aegion | 1.4 | $12M | 642k | 18.99 | |
| Molina Healthcare (MOH) | 1.1 | $9.4M | 44k | 212.68 | |
| Armstrong World Industries (AWI) | 1.0 | $9.1M | 122k | 74.39 | |
| Centene Corporation (CNC) | 1.0 | $8.4M | 140k | 60.03 | |
| Watsco, Incorporated (WSO) | 0.9 | $8.0M | 35k | 226.56 | |
| Hanesbrands (HBI) | 0.9 | $7.5M | 514k | 14.58 | |
| First Horizon National Corporation (FHN) | 0.8 | $7.4M | 580k | 12.76 | |
| Westrock (WRK) | 0.8 | $6.7M | 154k | 43.53 | |
| SEI Investments Company (SEIC) | 0.8 | $6.6M | 114k | 57.47 | |
| IDEX Corporation (IEX) | 0.7 | $6.5M | 32k | 199.20 | |
| Univar | 0.7 | $6.4M | 336k | 19.01 | |
| Western Union Company (WU) | 0.7 | $6.3M | 289k | 21.94 | |
| Knowles (KN) | 0.7 | $6.0M | 324k | 18.43 | |
| Nic | 0.2 | $1.6M | 62k | 25.83 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $350k | 1.8k | 196.19 | |
| Tractor Supply Company (TSCO) | 0.0 | $281k | 2.0k | 140.50 |
