Southernsun Asset Management as of March 31, 2021
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 34 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.0 | $67M | 912k | 73.58 | |
| Brink's Company (BCO) | 6.7 | $64M | 813k | 79.23 | |
| Dycom Industries (DY) | 6.5 | $63M | 680k | 92.85 | |
| Extended Stay America | 6.4 | $62M | 3.1M | 19.75 | |
| Thor Industries (THO) | 5.9 | $57M | 425k | 134.74 | |
| Polaris Industries (PII) | 5.5 | $53M | 400k | 133.50 | |
| Timken Company (TKR) | 5.5 | $53M | 648k | 81.17 | |
| Crane | 5.1 | $50M | 527k | 93.91 | |
| AGCO Corporation (AGCO) | 4.1 | $40M | 278k | 143.65 | |
| Clean Harbors (CLH) | 3.6 | $34M | 408k | 84.06 | |
| Murphy Usa (MUSA) | 3.4 | $33M | 225k | 144.56 | |
| Sanderson Farms | 3.3 | $32M | 207k | 155.78 | |
| Stepan Company (SCL) | 3.2 | $31M | 245k | 127.11 | |
| Terminix Global Holdings | 3.2 | $31M | 648k | 47.67 | |
| Ingevity (NGVT) | 3.2 | $31M | 406k | 75.53 | |
| Actuant Corp (EPAC) | 2.6 | $25M | 941k | 26.12 | |
| Hill-Rom Holdings | 2.4 | $23M | 211k | 110.48 | |
| Belden (BDC) | 2.3 | $22M | 496k | 44.37 | |
| Dorman Products (DORM) | 2.2 | $22M | 211k | 102.64 | |
| Broadridge Financial Solutions (BR) | 2.2 | $21M | 138k | 153.10 | |
| Frontdoor (FTDR) | 1.9 | $19M | 347k | 53.75 | |
| Koppers Holdings (KOP) | 1.9 | $18M | 513k | 34.76 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 1.6 | $16M | 267k | 59.15 | |
| Cass Information Systems (CASS) | 1.4 | $13M | 283k | 46.27 | |
| Armstrong World Industries (AWI) | 1.3 | $12M | 137k | 90.09 | |
| Univar | 1.2 | $12M | 553k | 21.54 | |
| Western Union Company (WU) | 1.1 | $11M | 433k | 24.66 | |
| Watsco, Incorporated (WSO) | 1.1 | $11M | 41k | 260.75 | |
| First Horizon National Corporation (FHN) | 1.0 | $10M | 596k | 16.91 | |
| Molina Healthcare (MOH) | 0.9 | $8.9M | 38k | 233.76 | |
| SEI Investments Company (SEIC) | 0.8 | $7.5M | 124k | 60.93 | |
| Westrock (WRK) | 0.7 | $6.9M | 133k | 52.05 | |
| IDEX Corporation (IEX) | 0.6 | $5.9M | 28k | 209.33 | |
| Tractor Supply Company (TSCO) | 0.0 | $354k | 2.0k | 177.00 |
