Southernsun Asset Management as of Dec. 31, 2021
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 33 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.0 | $70M | 1.0M | 69.29 | |
| Thor Industries (THO) | 5.5 | $55M | 528k | 103.77 | |
| Dycom Industries (DY) | 5.5 | $55M | 582k | 93.76 | |
| Timken Company (TKR) | 5.4 | $54M | 773k | 69.29 | |
| Brink's Company (BCO) | 5.3 | $53M | 810k | 65.57 | |
| Univar | 5.3 | $53M | 1.9M | 28.35 | |
| Polaris Industries (PII) | 5.0 | $50M | 452k | 109.91 | |
| CMC Materials | 4.7 | $47M | 247k | 191.69 | |
| Crane | 4.7 | $47M | 458k | 101.73 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 4.6 | $46M | 541k | 84.99 | |
| AGCO Corporation (AGCO) | 4.4 | $44M | 383k | 116.02 | |
| Terminix Global Holdings | 4.1 | $41M | 914k | 45.23 | |
| Stepan Company (SCL) | 3.8 | $38M | 309k | 124.29 | |
| Dorman Products (DORM) | 3.8 | $38M | 338k | 113.01 | |
| Sanderson Farms | 3.7 | $38M | 196k | 191.08 | |
| Murphy Usa (MUSA) | 3.7 | $37M | 186k | 199.24 | |
| Malibu Boats (MBUU) | 3.1 | $31M | 446k | 68.73 | |
| Ingevity (NGVT) | 2.9 | $29M | 401k | 71.70 | |
| Actuant Corp (EPAC) | 2.7 | $28M | 1.4M | 20.28 | |
| Belden (BDC) | 2.7 | $27M | 414k | 65.73 | |
| Clean Harbors (CLH) | 2.1 | $21M | 209k | 99.77 | |
| Koppers Holdings (KOP) | 2.0 | $20M | 634k | 31.30 | |
| Armstrong World Industries (AWI) | 1.2 | $12M | 101k | 116.12 | |
| Watsco, Incorporated (WSO) | 1.1 | $11M | 36k | 312.87 | |
| Broadridge Financial Solutions (BR) | 1.1 | $11M | 59k | 182.82 | |
| Western Union Company (WU) | 0.8 | $7.8M | 436k | 17.84 | |
| First Horizon National Corporation (FHN) | 0.8 | $7.7M | 473k | 16.33 | |
| Westrock (WRK) | 0.7 | $7.2M | 161k | 44.36 | |
| IDEX Corporation (IEX) | 0.7 | $7.0M | 29k | 236.32 | |
| SEI Investments Company (SEIC) | 0.7 | $6.6M | 109k | 60.94 | |
| Boston Beer Company (SAM) | 0.6 | $5.7M | 11k | 505.14 | |
| Molina Healthcare (MOH) | 0.5 | $4.7M | 15k | 318.10 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $482k | 2.2k | 222.22 |
