Southernsun Asset Management as of June 30, 2017
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 33 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.5 | $253M | 16M | 15.74 | |
| Centene Corporation (CNC) | 5.9 | $231M | 2.9M | 79.88 | |
| Envision Healthcare | 5.8 | $226M | 3.6M | 62.67 | |
| Murphy Usa (MUSA) | 5.5 | $213M | 2.9M | 74.11 | |
| Polaris Industries (PII) | 5.3 | $208M | 2.3M | 92.23 | |
| Timken Company (TKR) | 5.3 | $207M | 4.5M | 46.25 | |
| Trinity Industries (TRN) | 5.2 | $203M | 7.2M | 28.03 | |
| Clean Harbors (CLH) | 5.1 | $200M | 3.6M | 55.83 | |
| Thor Industries (THO) | 4.5 | $177M | 1.7M | 104.52 | |
| AGCO Corporation (AGCO) | 4.2 | $165M | 2.4M | 67.39 | |
| Oge Energy Corp (OGE) | 4.1 | $161M | 4.6M | 34.79 | |
| Newfield Exploration | 4.0 | $154M | 5.4M | 28.46 | |
| Hanesbrands (HBI) | 3.9 | $151M | 6.5M | 23.16 | |
| Broadridge Financial Solutions (BR) | 3.8 | $149M | 2.0M | 75.56 | |
| Western Union Company (WU) | 3.7 | $144M | 7.5M | 19.05 | |
| IDEX Corporation (IEX) | 3.3 | $128M | 1.1M | 113.01 | |
| Flowserve Corporation (FLS) | 2.8 | $108M | 2.3M | 46.43 | |
| Knowles (KN) | 2.5 | $97M | 5.7M | 16.92 | |
| Westrock (WRK) | 2.2 | $87M | 1.5M | 56.66 | |
| Diebold Incorporated | 2.1 | $83M | 3.0M | 28.00 | |
| Brink's Company (BCO) | 2.0 | $78M | 1.2M | 67.00 | |
| Hill-Rom Holdings | 1.9 | $76M | 953k | 79.61 | |
| Pentair cs (PNR) | 1.8 | $69M | 1.0M | 66.54 | |
| Tenne | 1.7 | $65M | 1.1M | 57.83 | |
| Sanderson Farms | 1.6 | $61M | 530k | 115.65 | |
| Actuant Corporation | 1.5 | $59M | 2.4M | 24.60 | |
| Koppers Holdings (KOP) | 1.1 | $44M | 1.2M | 36.15 | |
| Nordson Corporation (NDSN) | 1.0 | $39M | 325k | 121.32 | |
| Federal Signal Corporation (FSS) | 0.7 | $28M | 1.6M | 17.36 | |
| Aegion | 0.6 | $24M | 1.1M | 21.88 | |
| Crane | 0.3 | $13M | 159k | 79.38 | |
| American Express Company (AXP) | 0.1 | $2.9M | 34k | 84.25 | |
| Discover Financial Services (DFS) | 0.1 | $2.0M | 32k | 62.20 |
