Southernsun Asset Management as of March 31, 2022
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 31 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.9 | $73M | 908k | 80.38 | |
| Univar | 5.8 | $54M | 1.7M | 32.14 | |
| Dycom Industries (DY) | 5.8 | $54M | 565k | 95.26 | |
| Brink's Company (BCO) | 5.5 | $51M | 752k | 68.00 | |
| Timken Company (TKR) | 5.4 | $50M | 829k | 60.70 | |
| AGCO Corporation (AGCO) | 5.3 | $49M | 333k | 146.03 | |
| Crane | 5.0 | $47M | 432k | 108.28 | |
| Polaris Industries (PII) | 5.0 | $46M | 441k | 105.32 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 4.8 | $45M | 520k | 85.59 | |
| CMC Materials | 4.5 | $42M | 224k | 185.40 | |
| Murphy Usa (MUSA) | 4.2 | $39M | 195k | 199.96 | |
| Thor Industries (THO) | 4.1 | $38M | 478k | 78.70 | |
| Sanderson Farms | 3.8 | $35M | 189k | 187.49 | |
| Stepan Company (SCL) | 3.8 | $35M | 354k | 98.81 | |
| Actuant Corp (EPAC) | 3.7 | $34M | 1.6M | 21.89 | |
| Dorman Products (DORM) | 3.4 | $31M | 327k | 95.03 | |
| Ingevity (NGVT) | 3.1 | $29M | 446k | 64.07 | |
| Malibu Boats (MBUU) | 2.7 | $25M | 435k | 58.01 | |
| Clean Harbors (CLH) | 2.5 | $23M | 205k | 111.64 | |
| Belden (BDC) | 2.1 | $19M | 346k | 55.40 | |
| Koppers Holdings (KOP) | 1.7 | $16M | 589k | 27.52 | |
| Traeger (COOK) | 1.7 | $16M | 2.1M | 7.44 | |
| Watsco, Incorporated (WSO) | 1.3 | $12M | 39k | 304.64 | |
| Broadridge Financial Solutions (BR) | 1.1 | $9.8M | 63k | 155.70 | |
| Armstrong World Industries (AWI) | 1.0 | $9.7M | 108k | 90.01 | |
| Boston Beer Company (SAM) | 1.0 | $8.9M | 23k | 388.47 | |
| IDEX Corporation (IEX) | 0.9 | $8.8M | 46k | 191.73 | |
| Westrock (WRK) | 0.8 | $7.6M | 162k | 47.03 | |
| LHC | 0.8 | $7.1M | 42k | 168.60 | |
| SEI Investments Company (SEIC) | 0.7 | $6.6M | 110k | 60.21 | |
| Western Union Company (WU) | 0.7 | $6.5M | 349k | 18.74 |
