Southernsun Asset Management as of Dec. 31, 2017
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 37 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.8 | $268M | 15M | 18.13 | |
| Clean Harbors (CLH) | 5.7 | $224M | 4.1M | 54.20 | |
| Trinity Industries (TRN) | 5.6 | $221M | 5.9M | 37.46 | |
| Murphy Usa (MUSA) | 5.3 | $208M | 2.6M | 80.36 | |
| Centene Corporation (CNC) | 5.3 | $208M | 2.1M | 100.88 | |
| Polaris Industries (PII) | 5.3 | $207M | 1.7M | 123.99 | |
| Timken Company (TKR) | 5.2 | $206M | 4.2M | 49.15 | |
| Thor Industries (THO) | 4.5 | $176M | 1.2M | 150.72 | |
| Newfield Exploration | 4.3 | $171M | 5.4M | 31.53 | |
| AGCO Corporation (AGCO) | 4.1 | $162M | 2.3M | 71.43 | |
| Broadridge Financial Solutions (BR) | 3.6 | $141M | 1.6M | 90.58 | |
| Western Union Company (WU) | 3.4 | $133M | 7.0M | 19.01 | |
| Brink's Company (BCO) | 3.3 | $131M | 1.7M | 78.70 | |
| Extended Stay America | 3.2 | $125M | 6.6M | 19.00 | |
| Hanesbrands (HBI) | 3.0 | $117M | 5.6M | 20.91 | |
| Diebold Incorporated | 2.9 | $114M | 7.0M | 16.35 | |
| IDEX Corporation (IEX) | 2.9 | $114M | 863k | 131.97 | |
| Flowserve Corporation (FLS) | 2.7 | $106M | 2.5M | 42.13 | |
| Knowles (KN) | 2.4 | $93M | 6.4M | 14.66 | |
| Dycom Industries (DY) | 2.3 | $90M | 806k | 111.43 | |
| Westrock (WRK) | 2.1 | $83M | 1.3M | 63.21 | |
| Oge Energy Corp (OGE) | 2.0 | $80M | 2.4M | 32.91 | |
| Pentair cs (PNR) | 1.8 | $72M | 1.0M | 70.62 | |
| Hill-Rom Holdings | 1.8 | $70M | 828k | 84.29 | |
| Actuant Corporation | 1.6 | $64M | 2.5M | 25.30 | |
| Tenne | 1.6 | $63M | 1.1M | 58.54 | |
| Sanderson Farms | 1.3 | $53M | 380k | 138.78 | |
| Commscope Hldg (COMM) | 1.3 | $50M | 1.3M | 37.83 | |
| Aegion | 1.1 | $42M | 1.7M | 25.43 | |
| Koppers Holdings (KOP) | 1.0 | $40M | 777k | 50.90 | |
| Nordson Corporation (NDSN) | 0.7 | $29M | 198k | 146.40 | |
| Federal Signal Corporation (FSS) | 0.7 | $29M | 1.4M | 20.09 | |
| Crane | 0.6 | $24M | 266k | 89.22 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $5.1M | 33k | 152.46 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $4.1M | 12k | 345.39 | |
| American Express Company (AXP) | 0.1 | $2.7M | 28k | 99.32 | |
| Discover Financial Services (DFS) | 0.1 | $2.7M | 35k | 76.92 |
