Southernsun Asset Management as of Sept. 30, 2016
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 32 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 5.6 | $226M | 17M | 13.51 | |
| Centene Corporation (CNC) | 5.5 | $221M | 3.3M | 66.96 | |
| Clean Harbors (CLH) | 5.1 | $203M | 4.2M | 47.98 | |
| Polaris Industries (PII) | 5.0 | $202M | 2.6M | 77.44 | |
| Thor Industries (THO) | 5.0 | $200M | 2.4M | 84.70 | |
| AGCO Corporation (AGCO) | 5.0 | $199M | 4.0M | 49.32 | |
| Timken Company (TKR) | 4.9 | $198M | 5.6M | 35.14 | |
| Trinity Industries (TRN) | 4.9 | $196M | 8.1M | 24.18 | |
| AmSurg | 4.8 | $193M | 2.9M | 67.05 | |
| Chicago Bridge & Iron Company | 4.7 | $188M | 6.7M | 28.03 | |
| Oge Energy Corp (OGE) | 4.3 | $173M | 5.5M | 31.62 | |
| Newfield Exploration | 4.2 | $170M | 3.9M | 43.46 | |
| IDEX Corporation (IEX) | 3.8 | $152M | 1.6M | 93.57 | |
| Western Union Company (WU) | 3.7 | $147M | 7.1M | 20.82 | |
| Broadridge Financial Solutions (BR) | 3.7 | $146M | 2.2M | 67.79 | |
| Hanesbrands (HBI) | 3.2 | $129M | 5.1M | 25.25 | |
| Flowserve Corporation (FLS) | 3.1 | $124M | 2.6M | 48.24 | |
| Murphy Usa (MUSA) | 2.4 | $95M | 1.3M | 71.36 | |
| Hill-Rom Holdings | 2.4 | $94M | 1.5M | 61.98 | |
| Knowles (KN) | 2.3 | $92M | 6.5M | 14.05 | |
| Brink's Company (BCO) | 2.3 | $92M | 2.5M | 37.08 | |
| Sanderson Farms | 2.1 | $86M | 887k | 96.33 | |
| Westrock (WRK) | 2.0 | $81M | 1.7M | 48.48 | |
| Tenne | 1.9 | $78M | 1.3M | 58.27 | |
| Diebold Incorporated | 1.8 | $71M | 2.9M | 24.79 | |
| Nordson Corporation (NDSN) | 1.6 | $63M | 628k | 99.63 | |
| Pentair cs (PNR) | 1.6 | $62M | 970k | 64.24 | |
| Koppers Holdings (KOP) | 1.1 | $46M | 1.4M | 32.18 | |
| Aegion | 0.8 | $30M | 1.6M | 19.07 | |
| Federal Signal Corporation (FSS) | 0.5 | $22M | 1.6M | 13.26 | |
| Crane | 0.3 | $14M | 217k | 63.01 | |
| Middleby Corporation (MIDD) | 0.3 | $11M | 90k | 123.62 |
