Southernsun Asset Management as of March 31, 2019
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 31 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Darling International (DAR) | 6.7 | $94M | 4.3M | 21.65 | |
Brink's Company (BCO) | 6.6 | $92M | 1.2M | 75.41 | |
Timken Company (TKR) | 6.3 | $89M | 2.0M | 43.62 | |
Clean Harbors (CLH) | 6.0 | $84M | 1.2M | 71.53 | |
Dycom Industries (DY) | 5.7 | $79M | 1.7M | 45.94 | |
Extended Stay America | 5.7 | $79M | 4.4M | 17.95 | |
Encana Corp | 4.7 | $66M | 9.1M | 7.24 | |
AGCO Corporation (AGCO) | 4.4 | $62M | 884k | 69.55 | |
Thor Industries (THO) | 4.3 | $60M | 962k | 62.37 | |
Trinity Industries (TRN) | 3.8 | $53M | 2.5M | 21.73 | |
Polaris Industries (PII) | 3.5 | $49M | 580k | 84.43 | |
Western Union Company (WU) | 3.4 | $47M | 2.6M | 18.47 | |
Centene Corporation (CNC) | 3.2 | $45M | 851k | 53.10 | |
Murphy Usa (MUSA) | 3.2 | $45M | 523k | 85.62 | |
Koppers Holdings (KOP) | 3.0 | $42M | 1.6M | 25.98 | |
Hanesbrands (HBI) | 2.9 | $41M | 2.3M | 17.88 | |
Knowles (KN) | 2.8 | $39M | 2.2M | 17.63 | |
Broadridge Financial Solutions (BR) | 2.6 | $37M | 357k | 103.69 | |
IDEX Corporation (IEX) | 2.6 | $36M | 240k | 151.74 | |
Westrock (WRK) | 2.6 | $36M | 944k | 38.35 | |
Crane | 2.5 | $35M | 417k | 84.62 | |
Sanderson Farms | 2.5 | $34M | 259k | 131.84 | |
Hill-Rom Holdings | 2.1 | $30M | 284k | 105.86 | |
Actuant Corporation | 2.0 | $28M | 1.1M | 24.37 | |
Aegion | 1.7 | $23M | 1.3M | 17.57 | |
Belden (BDC) | 1.5 | $22M | 400k | 53.70 | |
Stepan Company (SCL) | 1.1 | $16M | 177k | 87.52 | |
Federal Signal Corporation (FSS) | 0.9 | $12M | 479k | 25.99 | |
SEI Investments Company (SEIC) | 0.6 | $9.0M | 172k | 52.25 | |
Watsco, Incorporated (WSO) | 0.6 | $8.5M | 59k | 143.21 | |
Discover Financial Services (DFS) | 0.2 | $2.8M | 39k | 71.17 |