Southernsun Asset Management

Southernsun Asset Management as of Sept. 30, 2013

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 33 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
URS Corporation 5.9 $240M 4.5M 53.75
AGCO Corporation (AGCO) 5.7 $231M 3.8M 60.42
Chicago Bridge & Iron Company 5.7 $230M 3.4M 67.77
Trinity Industries (TRN) 5.7 $229M 5.1M 45.35
Centene Corporation (CNC) 5.5 $223M 3.5M 63.96
Darling International (DAR) 5.4 $220M 10M 21.16
Thor Industries (THO) 4.2 $172M 3.0M 58.04
CARBO Ceramics 3.7 $152M 1.5M 99.11
Iconix Brand 3.7 $151M 4.6M 33.23
Newfield Exploration 3.5 $141M 5.1M 27.37
Broadridge Financial Solutions (BR) 3.2 $130M 4.1M 31.75
Intrepid Potash 3.0 $120M 7.7M 15.68
Hill-Rom Holdings 2.9 $119M 3.3M 35.83
Brink's Company (BCO) 2.9 $118M 4.2M 28.30
Polaris Industries (PII) 2.8 $112M 863k 129.18
Diebold Incorporated 2.7 $110M 3.7M 29.36
Timken Company (TKR) 2.7 $109M 1.8M 60.40
IDEX Corporation (IEX) 2.7 $110M 1.7M 65.25
Oge Energy Corp (OGE) 2.7 $109M 3.0M 36.09
Middleby Corporation (MIDD) 2.3 $92M 441k 208.91
Sanderson Farms 2.3 $92M 1.4M 65.24
Nordson Corporation (NDSN) 2.2 $90M 1.2M 73.63
Western Union Company (WU) 2.2 $88M 4.7M 18.66
Koppers Holdings (KOP) 2.1 $87M 2.0M 42.65
Safeway 2.1 $85M 2.7M 31.99
Columbia Sportswear Company (COLM) 2.0 $83M 1.4M 60.23
Hanesbrands (HBI) 1.9 $76M 1.2M 62.31
Flowserve Corporation (FLS) 1.8 $74M 1.2M 62.39
MeadWestva 1.8 $73M 1.9M 38.38
Tidewater 1.7 $70M 1.2M 59.36
Clean Harbors (CLH) 1.6 $66M 1.1M 58.66
Pentair 1.2 $47M 723k 64.94
Verint Systems (VRNT) 0.1 $3.7M 99k 37.06