Southernsun Asset Management as of March 31, 2015
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 38 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chicago Bridge & Iron Company | 6.0 | $318M | 6.4M | 49.26 | |
| Centene Corporation (CNC) | 5.8 | $307M | 4.3M | 70.69 | |
| AGCO Corporation (AGCO) | 5.4 | $290M | 6.1M | 47.64 | |
| Darling International (DAR) | 5.0 | $266M | 19M | 14.01 | |
| Clean Harbors (CLH) | 4.6 | $243M | 4.3M | 56.78 | |
| Thor Industries (THO) | 4.2 | $224M | 3.5M | 63.21 | |
| Broadridge Financial Solutions (BR) | 4.0 | $213M | 3.9M | 55.01 | |
| Western Union Company (WU) | 3.7 | $199M | 9.6M | 20.81 | |
| Newfield Exploration | 3.6 | $193M | 5.5M | 35.09 | |
| Hanesbrands (HBI) | 3.5 | $188M | 5.6M | 33.51 | |
| IDEX Corporation (IEX) | 3.3 | $174M | 2.3M | 75.83 | |
| Adt | 3.2 | $172M | 4.1M | 41.52 | |
| Timken Company (TKR) | 3.2 | $169M | 4.0M | 42.14 | |
| Oge Energy Corp (OGE) | 3.1 | $166M | 5.2M | 31.61 | |
| Iconix Brand | 2.9 | $152M | 4.5M | 33.67 | |
| Flowserve Corporation (FLS) | 2.8 | $151M | 2.7M | 56.49 | |
| Brink's Company (BCO) | 2.6 | $141M | 5.1M | 27.63 | |
| Diebold Incorporated | 2.5 | $134M | 3.8M | 35.46 | |
| Trinity Industries (TRN) | 2.5 | $133M | 3.8M | 35.51 | |
| Hill-Rom Holdings | 2.4 | $127M | 2.6M | 49.00 | |
| Fresh Market | 2.2 | $119M | 2.9M | 40.64 | |
| Polaris Industries (PII) | 2.2 | $117M | 832k | 141.10 | |
| MeadWestva | 2.2 | $115M | 2.3M | 49.87 | |
| Murphy Usa (MUSA) | 2.1 | $112M | 1.5M | 72.37 | |
| AmSurg | 1.8 | $94M | 1.5M | 61.52 | |
| Nordson Corporation (NDSN) | 1.6 | $87M | 1.1M | 78.34 | |
| Tidewater | 1.6 | $83M | 4.3M | 19.14 | |
| Columbia Sportswear Company (COLM) | 1.5 | $82M | 1.3M | 60.90 | |
| Tenne | 1.4 | $76M | 1.3M | 57.42 | |
| Pentair cs (PNR) | 1.2 | $66M | 1.0M | 62.89 | |
| Timkensteel (MTUS) | 1.2 | $64M | 2.4M | 26.47 | |
| CARBO Ceramics | 1.2 | $64M | 2.1M | 30.51 | |
| Sanderson Farms | 1.2 | $63M | 786k | 79.65 | |
| Intrepid Potash | 1.1 | $61M | 5.3M | 11.55 | |
| Koppers Holdings (KOP) | 1.1 | $60M | 3.0M | 19.68 | |
| Walter Investment Management | 0.9 | $49M | 3.0M | 16.15 | |
| Middleby Corporation (MIDD) | 0.7 | $38M | 367k | 102.65 | |
| Aegion | 0.6 | $29M | 1.6M | 18.05 |
