SOUTHERNSUN ASSET MANAGEMENT, INC

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

  • Top 5 stock holdings are DAR, CNC, Murphy Usa, CLH, TKR, and represent 28.43% of SOUTHERNSUN ASSET MANAGEMENT's stock portfolio.
  • Added to shares of these 8 stocks: Murphy Usa (+$103.36M), ATU (+$31.59M), NFX (+$12.30M), HBI (+$10.39M), DAR (+$8.29M), FSS, Pentair cs, AXP.
  • Started 1 new stock positions in ATU.
  • Reduced shares in these 10 stocks: AGCO (-$38.73M), BCO (-$34.02M), THO (-$33.64M), CBI (-$30.21M), CNC (-$26.92M), NDSN (-$24.08M), TKR (-$19.60M), HRC (-$19.36M), CLH (-$17.57M), SAFM (-$15.46M).
  • Sold out of its positions in IWM, MIDD, MDY.
  • SOUTHERNSUN ASSET MANAGEMENT was a net seller of stock by $192.51M.
  • SOUTHERNSUN ASSET MANAGEMENT has $3.91B in assets under management (AUM), growing by 0.01%.

SOUTHERNSUN ASSET MANAGEMENT portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Darling International (DAR) 6.72 18.12M +3.00% 14.52 16.11
Centene Corporation (CNC) 5.90 3.24M -10.00% 71.26 74.57
Murphy Usa 5.51 2.94M +92.00% 73.42 0.00
Clean Harbors (CLH) 5.15 3.63M -8.00% 55.62 57.91
Timken Company (TKR) 5.14 4.45M -8.00% 45.20 46.10
Envision Healthcare 4.90 3.13M 61.32 0.00
Polaris Industries (PII) 4.64 2.17M -6.00% 83.80 84.74
Trinity Industries (TRN) 4.64 6.84M -5.00% 26.55 25.91
Oge Energy Corp (holding Co) Com Stk 4.42 4.95M -2.00% 34.98 0.00
Thor Industries (THO) 4.20 1.71M -16.00% 96.13 91.40
Newfield Exploration (NFX) 4.04 4.28M +8.00% 36.91 33.08
Chicago Bridge & Iron Company N.V. (CBI) 4.02 5.12M -16.00% 30.75 19.72
AGCO Corporation (AGCO) 3.79 2.47M -20.00% 60.18 63.96
IDEX Corporation (IEX) 3.53 1.48M 93.51 107.72
Western Union Company (WU) 3.49 6.71M 20.35 19.07
Hanesbrands (HBI) 3.43 6.48M +8.00% 20.76 20.70
Broadridge Financial Solutions (BR) 3.42 1.97M 67.95 75.16
Flowserve Corporation (FLS) 2.85 2.31M -4.00% 48.42 48.10
Knowles 2.74 5.66M -9.00% 18.95 0.00
Hill-Rom Holdings (HRC) 2.12 1.18M -18.00% 70.60 76.53
Westrock 2.03 1.53M -4.00% 52.03 0.00
Brink's Company (BCO) 1.89 1.39M -31.00% 53.45 62.70
Diebold Incorporated (DBD) 1.83 2.33M -14.00% 30.70 26.80
Tenne (TEN) 1.76 1.10M -4.00% 62.42 56.82
Pentair cs 1.67 1.04M 62.78 0.00
Sanderson Farms (SAFM) 1.65 623451 -19.00% 103.84 120.03
Koppers Holdings (KOP) 1.10 1.02M -8.00% 42.35 37.40
Nordson Corporation (NDSN) 1.06 336550 -36.00% 122.84 119.53
Actuant Corporation (ATU) 0.81 1.20M NEW 26.35 25.60
Federal Signal Corporation (FSS) 0.56 1.60M +7.00% 13.81 15.98
Aegion 0.53 913951 -22.00% 22.91 0.00
Crane (CR) 0.31 162024 -12.00% 74.83 77.12
American Express Company (AXP) 0.07 34369 79.11 77.46
Discover Financial Services (DFS) 0.06 32419 -13.00% 68.39 59.80