Southernsun Asset Management as of June 30, 2022
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 7.4 | $59M | 637k | 93.04 | |
| Darling International (DAR) | 6.8 | $55M | 921k | 59.80 | |
| Brink's Company (BCO) | 5.8 | $47M | 775k | 60.71 | |
| Timken Company (TKR) | 5.5 | $45M | 840k | 53.05 | |
| Murphy Usa (MUSA) | 5.5 | $45M | 191k | 232.87 | |
| Polaris Industries (PII) | 5.4 | $44M | 441k | 99.28 | |
| Univar | 5.2 | $42M | 1.7M | 24.87 | |
| CMC Materials | 5.0 | $40M | 231k | 174.49 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 5.0 | $40M | 402k | 100.09 | |
| Crane Holdings (CXT) | 5.0 | $40M | 458k | 87.56 | |
| Dorman Products (DORM) | 4.4 | $36M | 327k | 109.71 | |
| Stepan Company (SCL) | 4.4 | $36M | 354k | 101.35 | |
| AGCO Corporation (AGCO) | 4.4 | $36M | 362k | 98.70 | |
| Thor Industries (THO) | 4.4 | $36M | 478k | 74.73 | |
| Actuant Corp (EPAC) | 4.0 | $32M | 1.7M | 19.02 | |
| Ingevity (NGVT) | 3.7 | $30M | 469k | 63.14 | |
| Boston Beer Company (SAM) | 3.4 | $27M | 90k | 302.97 | |
| Malibu Boats (MBUU) | 2.8 | $23M | 435k | 52.71 | |
| Belden (BDC) | 2.7 | $22M | 410k | 53.27 | |
| Clean Harbors (CLH) | 2.2 | $18M | 205k | 87.67 | |
| Broadridge Financial Solutions (BR) | 1.3 | $11M | 76k | 142.55 | |
| Watsco, Incorporated (WSO) | 1.1 | $9.2M | 39k | 238.82 | |
| IDEX Corporation (IEX) | 1.0 | $8.3M | 46k | 181.63 | |
| Armstrong World Industries (AWI) | 1.0 | $8.1M | 108k | 74.96 | |
| Westrock (WRK) | 0.8 | $6.5M | 162k | 39.84 | |
| SEI Investments Company (SEIC) | 0.8 | $6.3M | 117k | 54.02 | |
| Western Union Company (WU) | 0.7 | $5.7M | 349k | 16.47 |
