Southernsun Asset Management

Southernsun Asset Management as of Dec. 31, 2012

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 31 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chicago Bridge & Iron Company 6.2 $147M 3.2M 46.35
Trinity Industries (TRN) 6.1 $145M 4.1M 35.82
URS Corporation 5.9 $142M 3.6M 39.26
AGCO Corporation (AGCO) 5.5 $133M 2.7M 49.12
Centene Corporation (CNC) 5.5 $131M 3.2M 41.00
Darling International (DAR) 5.3 $127M 7.9M 16.04
Affiliated Managers (AMG) 4.7 $113M 870k 130.15
Columbia Sportswear Company (COLM) 4.2 $101M 1.9M 53.36
Brink's Company (BCO) 4.2 $100M 3.5M 28.53
Smithfield Foods 4.1 $97M 4.5M 21.57
Iconix Brand 4.0 $96M 4.3M 22.32
Thor Industries (THO) 3.9 $94M 2.5M 37.43
CARBO Ceramics 3.6 $86M 1.1M 78.34
Polaris Industries (PII) 3.4 $80M 954k 84.15
Nordson Corporation (NDSN) 3.3 $79M 1.2M 63.12
Koppers Holdings (KOP) 3.2 $77M 2.0M 38.15
Oge Energy Corp (OGE) 3.0 $71M 1.3M 56.31
Middleby Corporation (MIDD) 2.9 $68M 531k 128.21
Timken Company (TKR) 2.7 $65M 1.4M 47.83
Sanderson Farms 2.6 $62M 1.3M 47.55
Hill-Rom Holdings 2.5 $61M 2.1M 28.50
Broadridge Financial Solutions (BR) 2.5 $60M 2.6M 22.88
Newfield Exploration 2.4 $58M 2.1M 26.78
IDEX Corporation (IEX) 2.3 $55M 1.2M 46.53
Safeway 2.0 $48M 2.7M 18.09
Flowserve Corporation (FLS) 1.3 $31M 210k 146.80
MeadWestva 1.2 $30M 929k 31.87
Pentair 1.0 $23M 471k 49.15
Western Union Company (WU) 0.5 $11M 822k 13.61
iShares Russell 2000 Index (IWM) 0.0 $542k 6.4k 84.36
SPDR S&P MidCap 400 ETF (MDY) 0.0 $457k 2.5k 185.77