Southernsun Asset Management as of June 30, 2021
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 34 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.1 | $65M | 962k | 67.50 | |
| Brink's Company (BCO) | 6.6 | $61M | 788k | 76.84 | |
| Polaris Industries (PII) | 5.7 | $52M | 382k | 136.96 | |
| Thor Industries (THO) | 5.7 | $52M | 460k | 113.00 | |
| Dycom Industries (DY) | 5.6 | $51M | 687k | 74.53 | |
| Timken Company (TKR) | 5.6 | $51M | 631k | 80.59 | |
| Crane | 5.2 | $47M | 509k | 92.37 | |
| Sanderson Farms | 4.1 | $38M | 200k | 187.97 | |
| Murphy Usa (MUSA) | 3.6 | $33M | 250k | 133.37 | |
| Terminix Global Holdings | 3.6 | $33M | 693k | 47.71 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 3.3 | $30M | 443k | 67.64 | |
| Clean Harbors (CLH) | 3.2 | $29M | 316k | 93.14 | |
| CMC Materials | 3.1 | $29M | 190k | 150.74 | |
| Stepan Company (SCL) | 3.1 | $29M | 237k | 120.27 | |
| AGCO Corporation (AGCO) | 3.1 | $29M | 218k | 130.38 | |
| Ingevity (NGVT) | 3.1 | $28M | 344k | 81.36 | |
| Dorman Products (DORM) | 3.0 | $27M | 265k | 103.67 | |
| Belden (BDC) | 2.8 | $25M | 500k | 50.57 | |
| Actuant Corp (EPAC) | 2.6 | $24M | 900k | 26.62 | |
| Hill-Rom Holdings | 2.5 | $23M | 203k | 113.59 | |
| Malibu Boats (MBUU) | 2.3 | $21M | 289k | 73.33 | |
| Koppers Holdings (KOP) | 2.1 | $19M | 586k | 32.35 | |
| Frontdoor (FTDR) | 1.8 | $17M | 333k | 49.82 | |
| Armstrong World Industries (AWI) | 1.5 | $14M | 131k | 107.26 | |
| Univar | 1.4 | $13M | 531k | 24.38 | |
| Broadridge Financial Solutions (BR) | 1.4 | $13M | 80k | 161.53 | |
| Watsco, Incorporated (WSO) | 1.3 | $12M | 40k | 286.65 | |
| Western Union Company (WU) | 1.2 | $11M | 458k | 22.97 | |
| Molina Healthcare (MOH) | 1.0 | $9.6M | 38k | 253.07 | |
| First Horizon National Corporation (FHN) | 0.9 | $8.3M | 482k | 17.28 | |
| SEI Investments Company (SEIC) | 0.8 | $7.6M | 123k | 61.97 | |
| Westrock (WRK) | 0.8 | $7.4M | 139k | 53.22 | |
| IDEX Corporation (IEX) | 0.7 | $6.1M | 28k | 220.04 | |
| Tractor Supply Company (TSCO) | 0.0 | $372k | 2.0k | 186.00 |
