Southernsun Asset Management as of Sept. 30, 2021
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 33 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.3 | $69M | 959k | 71.90 | |
| Thor Industries (THO) | 6.6 | $62M | 505k | 122.76 | |
| Dycom Industries (DY) | 5.7 | $54M | 758k | 71.24 | |
| Brink's Company (BCO) | 5.6 | $53M | 833k | 63.30 | |
| Crane | 4.9 | $46M | 487k | 94.81 | |
| Polaris Industries (PII) | 4.8 | $45M | 377k | 119.66 | |
| Timken Company (TKR) | 4.6 | $44M | 670k | 65.42 | |
| Murphy Usa (MUSA) | 4.5 | $43M | 255k | 167.26 | |
| Univar | 4.4 | $41M | 1.7M | 23.82 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 3.9 | $37M | 567k | 65.10 | |
| AGCO Corporation (AGCO) | 3.8 | $36M | 293k | 122.53 | |
| Terminix Global Holdings | 3.7 | $35M | 833k | 41.67 | |
| Stepan Company (SCL) | 3.5 | $33M | 293k | 112.94 | |
| Dorman Products (DORM) | 3.4 | $32M | 339k | 94.67 | |
| CMC Materials | 3.4 | $32M | 260k | 123.23 | |
| Sanderson Farms | 3.1 | $30M | 157k | 188.20 | |
| Malibu Boats (MBUU) | 2.9 | $28M | 399k | 69.98 | |
| Clean Harbors (CLH) | 2.9 | $28M | 266k | 103.87 | |
| Belden (BDC) | 2.8 | $27M | 460k | 58.26 | |
| Ingevity (NGVT) | 2.8 | $26M | 369k | 71.37 | |
| Hill-Rom Holdings | 2.5 | $24M | 159k | 150.00 | |
| Actuant Corp (EPAC) | 2.2 | $20M | 984k | 20.73 | |
| Koppers Holdings (KOP) | 2.1 | $20M | 629k | 31.26 | |
| Broadridge Financial Solutions (BR) | 1.4 | $13M | 80k | 166.64 | |
| Armstrong World Industries (AWI) | 1.3 | $12M | 128k | 95.47 | |
| Watsco, Incorporated (WSO) | 1.1 | $11M | 40k | 264.62 | |
| Western Union Company (WU) | 1.1 | $10M | 499k | 20.22 | |
| Westrock (WRK) | 1.0 | $9.1M | 184k | 49.83 | |
| First Horizon National Corporation (FHN) | 0.9 | $8.7M | 536k | 16.29 | |
| SEI Investments Company (SEIC) | 0.8 | $7.3M | 123k | 59.30 | |
| IDEX Corporation (IEX) | 0.6 | $5.7M | 28k | 206.95 | |
| Molina Healthcare (MOH) | 0.6 | $5.5M | 20k | 271.32 | |
| Tractor Supply Company (TSCO) | 0.0 | $405k | 2.0k | 202.50 |
