Southernsun Asset Management

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