SOUTHERNSUN ASSET MANAGEMENT, INC

Latest statistics and disclosures from SOUTHERNSUN ASSET MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DAR, CLH, THO, CNC, Envision Healthcare, and represent 27.04% of SOUTHERNSUN ASSET MANAGEMENT's stock portfolio.
  • Added to shares of these 10 stocks: Envision Healthcare (+$201.63M), HBI (+$19.16M), CNC (+$18.49M), Murphy Usa (+$12.19M), DAR (+$10.86M), IWM, MDY, Pentair cs, NFX, AXP.
  • Started 3 new stock positions in Envision Healthcare, MDY, IWM.
  • Reduced shares in these 10 stocks: , AGCO (-$53.40M), THO (-$30.51M), TKR (-$29.17M), TRN (-$25.18M), PII (-$23.98M), CBI (-$19.41M), BCO (-$18.36M), CLH (-$15.52M), IEX (-$12.43M).
  • Sold out of its positions in AMSG.
  • SOUTHERNSUN ASSET MANAGEMENT was a net seller of stock by $257.93M.
  • SOUTHERNSUN ASSET MANAGEMENT has $3.91B in assets under management (AUM), dropping by -2.24%.

SOUTHERNSUN ASSET MANAGEMENT portfolio companies for December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Darling International (DAR) 5.79 17.55M +5.00% 12.91 12.72
Clean Harbors (CLH) 5.60 3.94M -6.00% 55.65 57.22
Thor Industries (THO) 5.27 2.06M -12.00% 100.05 111.45
Centene Corporation (CNC) 5.23 3.62M +9.00% 56.51 70.61
Envision Healthcare 5.15 3.19M NEW 63.29 0.00
Trinity Industries (TRN) 5.11 7.21M -11.00% 27.76 27.35
Timken Company (TKR) 4.96 4.89M -13.00% 39.70 43.05
Chicago Bridge & Iron Company N.V. (CBI) 4.95 6.10M -9.00% 31.75 33.87
Polaris Industries (PII) 4.87 2.32M -11.00% 82.39 86.29
AGCO Corporation (AGCO) 4.60 3.11M -22.00% 57.86 61.73
Oge Energy Corp (holding Co) Com Stk 4.36 5.10M -6.00% 33.45 0.00
Newfield Exploration (NFX) 4.08 3.95M 40.50 36.74
Western Union Company (WU) 3.78 6.82M -3.00% 21.72 20.17
IDEX Corporation (IEX) 3.43 1.49M -8.00% 90.06 92.43
Broadridge Financial Solutions (BR) 3.39 2.00M -7.00% 66.30 70.36
Hanesbrands (HBI) 3.29 5.98M +17.00% 21.57 21.38
Flowserve Corporation (FLS) 2.96 2.41M -5.00% 48.05 47.72
Knowles 2.68 6.28M -3.00% 16.71 0.00
Murphy Usa 2.40 1.53M +14.00% 61.47 0.00
Brink's Company (BCO) 2.13 2.02M -18.00% 41.25 52.00
Westrock 2.09 1.61M -3.00% 50.77 0.00
Hill-Rom Holdings (HRC) 2.08 1.45M -4.00% 56.14 66.71
Sanderson Farms (SAFM) 1.86 772354 -12.00% 94.24 94.44
Tenne (TEN) 1.85 1.16M -13.00% 62.47 65.22
Diebold Incorporated (DBD) 1.74 2.71M -5.00% 25.15 31.05
Nordson Corporation (NDSN) 1.52 532540 -15.00% 112.05 120.60
Pentair cs 1.46 1.02M +5.00% 56.07 0.00
Koppers Holdings (KOP) 1.14 1.11M -21.00% 40.30 42.65
Aegion 0.71 1.18M -25.00% 23.70 0.00
Federal Signal Corporation (FSS) 0.59 1.49M -8.00% 15.61 15.24
Crane (CR) 0.34 184284 -15.00% 72.12 73.21
Middleby Corporation (MIDD) 0.26 78780 -12.00% 128.81 139.05
iShares Russell 2000 Index (IWM) 0.09 25848 NEW 134.87 138.65
SPDR S&P; MidCap 400 ETF (MDY) 0.08 10974 NEW 301.71 316.06
Discover Financial Services (DFS) 0.07 37595 -8.00% 72.08 71.22
American Express Company (AXP) 0.06 34253 74.07 79.76