Southernsun Asset Management

Southernsun Asset Management as of June 30, 2014

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 33 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Darling International (DAR) 5.8 $317M 15M 20.90
Centene Corporation (CNC) 5.5 $302M 4.0M 75.61
Chicago Bridge & Iron Company 5.4 $298M 4.4M 68.20
Trinity Industries (TRN) 5.2 $287M 6.6M 43.72
AGCO Corporation (AGCO) 5.1 $282M 5.0M 56.22
URS Corporation 5.1 $279M 6.1M 45.85
Clean Harbors (CLH) 4.0 $221M 3.4M 64.25
Newfield Exploration 4.0 $219M 5.0M 44.20
Thor Industries (THO) 3.6 $199M 3.5M 56.87
Timken Company (TKR) 3.5 $195M 2.9M 67.84
Broadridge Financial Solutions (BR) 3.4 $189M 4.5M 41.64
Iconix Brand 3.2 $177M 4.1M 42.94
IDEX Corporation (IEX) 3.2 $176M 2.2M 80.74
CARBO Ceramics 3.2 $174M 1.1M 154.12
Diebold Incorporated 2.9 $162M 4.0M 40.17
Hanesbrands (HBI) 2.9 $161M 1.6M 98.44
Western Union Company (WU) 2.9 $159M 9.2M 17.34
Sanderson Farms 2.9 $157M 1.6M 97.20
Hill-Rom Holdings 2.7 $149M 3.6M 41.51
Polaris Industries (PII) 2.5 $140M 1.1M 130.24
Tidewater 2.4 $130M 2.3M 56.15
MeadWestva 2.4 $130M 2.9M 44.26
Adt 2.3 $128M 3.7M 34.94
Oge Energy Corp (OGE) 2.3 $126M 3.2M 39.08
Flowserve Corporation (FLS) 2.3 $125M 1.7M 74.35
Brink's Company (BCO) 2.2 $122M 4.3M 28.22
Intrepid Potash 1.9 $104M 6.2M 16.76
Nordson Corporation (NDSN) 1.9 $102M 1.3M 80.19
Koppers Holdings (KOP) 1.6 $88M 2.3M 38.25
Columbia Sportswear Company (COLM) 1.4 $76M 923k 82.65
Pentair cs (PNR) 1.2 $65M 906k 72.12
Middleby Corporation (MIDD) 0.8 $45M 544k 82.72
Aegion 0.3 $15M 623k 23.27