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 |