Southernsun Asset Management as of Sept. 30, 2017
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 35 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.6 | $268M | 15M | 17.52 | |
| Centene Corporation (CNC) | 5.6 | $227M | 2.3M | 96.77 | |
| Polaris Industries (PII) | 5.3 | $218M | 2.1M | 104.63 | |
| Clean Harbors (CLH) | 5.2 | $213M | 3.8M | 56.70 | |
| Timken Company (TKR) | 5.2 | $211M | 4.3M | 48.55 | |
| Trinity Industries (TRN) | 5.1 | $209M | 6.6M | 31.90 | |
| Murphy Usa (MUSA) | 4.9 | $200M | 2.9M | 69.00 | |
| Thor Industries (THO) | 4.4 | $178M | 1.4M | 125.91 | |
| Envision Healthcare | 4.3 | $175M | 3.9M | 44.95 | |
| AGCO Corporation (AGCO) | 4.3 | $175M | 2.4M | 73.77 | |
| Newfield Exploration | 4.2 | $170M | 5.7M | 29.67 | |
| Oge Energy Corp (OGE) | 4.0 | $161M | 4.5M | 36.03 | |
| Diebold Incorporated | 3.9 | $158M | 6.9M | 22.85 | |
| Hanesbrands (HBI) | 3.5 | $144M | 5.8M | 24.64 | |
| Western Union Company (WU) | 3.5 | $144M | 7.5M | 19.20 | |
| Broadridge Financial Solutions (BR) | 3.5 | $142M | 1.8M | 80.82 | |
| IDEX Corporation (IEX) | 3.0 | $124M | 1.0M | 121.47 | |
| Flowserve Corporation (FLS) | 2.8 | $116M | 2.7M | 42.59 | |
| Knowles (KN) | 2.6 | $105M | 6.9M | 15.27 | |
| Brink's Company (BCO) | 2.0 | $83M | 980k | 84.25 | |
| Westrock (WRK) | 2.0 | $80M | 1.4M | 56.73 | |
| Pentair cs (PNR) | 1.8 | $74M | 1.1M | 67.96 | |
| Hill-Rom Holdings | 1.6 | $67M | 908k | 74.00 | |
| Sanderson Farms | 1.6 | $66M | 406k | 161.52 | |
| Tenne | 1.6 | $63M | 1.0M | 60.67 | |
| Actuant Corporation | 1.5 | $62M | 2.4M | 25.60 | |
| Koppers Holdings (KOP) | 1.2 | $48M | 1.0M | 46.15 | |
| Dycom Industries (DY) | 1.0 | $40M | 465k | 85.88 | |
| Extended Stay America | 0.9 | $37M | 1.8M | 20.00 | |
| Federal Signal Corporation (FSS) | 0.8 | $31M | 1.4M | 21.28 | |
| Aegion | 0.7 | $30M | 1.3M | 23.28 | |
| Nordson Corporation (NDSN) | 0.6 | $26M | 215k | 118.50 | |
| Crane | 0.5 | $22M | 270k | 79.99 | |
| American Express Company (AXP) | 0.1 | $2.7M | 30k | 90.45 | |
| Discover Financial Services (DFS) | 0.1 | $2.5M | 38k | 64.47 |
