Southernsun Asset Management

Southernsun Asset Management as of Sept. 30, 2011

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 30 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oge Energy Corp (OGE) 5.7 $90M 1.9M 47.79
Trinity Industries (TRN) 5.5 $87M 4.1M 21.41
Chicago Bridge & Iron Company 5.5 $86M 3.0M 28.63
Smithfield Foods 5.4 $84M 4.3M 19.50
URS Corporation 5.3 $84M 2.8M 29.66
Darling International (DAR) 5.3 $83M 6.6M 12.59
Tractor Supply Company (TSCO) 5.2 $82M 1.3M 62.53
Centene Corporation (CNC) 5.1 $80M 2.8M 28.67
Polaris Industries (PII) 5.0 $78M 1.6M 49.97
AGCO Corporation (AGCO) 5.0 $78M 2.3M 34.57
Affiliated Managers (AMG) 4.7 $74M 952k 78.05
Columbia Sportswear Company (COLM) 4.6 $72M 1.6M 46.40
Middleby Corporation (MIDD) 4.1 $65M 917k 70.46
Nordson Corporation (NDSN) 4.1 $64M 1.6M 39.74
Brink's Company (BCO) 4.0 $63M 2.7M 23.31
Koppers Holdings (KOP) 3.6 $57M 2.2M 25.61
Thor Industries (THO) 3.4 $54M 2.4M 22.15
Sanderson Farms 3.4 $53M 1.1M 47.50
Solutia 2.2 $34M 2.6M 12.85
Broadridge Financial Solutions (BR) 1.9 $30M 1.5M 20.14
Timken Company (TKR) 1.8 $29M 872k 32.82
Cascade Corporation 1.8 $28M 826k 33.39
Flowserve Corporation (FLS) 1.5 $24M 319k 74.00
James River Coal Company 1.5 $23M 3.6M 6.37
MeadWestva 0.8 $13M 537k 24.56
Pentair 0.8 $13M 401k 32.01
Newfield Exploration 0.8 $13M 316k 39.69
IDEX Corporation (IEX) 0.8 $13M 400k 31.16
Newell Rubbermaid (NWL) 0.7 $11M 883k 11.87
Safeway 0.5 $7.4M 447k 16.63