Southernsun Asset Management as of Dec. 31, 2022
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.3 | $64M | 1.0M | 62.59 | |
| Dycom Industries (DY) | 6.2 | $54M | 581k | 93.60 | |
| Timken Company (TKR) | 6.1 | $53M | 752k | 70.67 | |
| Univar | 5.3 | $47M | 1.5M | 31.80 | |
| Crane Holdings (CXT) | 5.3 | $46M | 461k | 100.45 | |
| Murphy Usa (MUSA) | 5.2 | $46M | 163k | 279.54 | |
| Ingevity (NGVT) | 5.0 | $44M | 626k | 70.44 | |
| Stepan Company (SCL) | 4.8 | $42M | 395k | 106.46 | |
| Actuant Corp (EPAC) | 4.8 | $42M | 1.6M | 25.45 | |
| Boston Beer Company (SAM) | 4.7 | $42M | 126k | 329.52 | |
| Polaris Industries (PII) | 4.7 | $42M | 411k | 101.00 | |
| AGCO Corporation (AGCO) | 4.6 | $40M | 291k | 138.69 | |
| Brink's Company (BCO) | 4.3 | $38M | 703k | 53.71 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 4.2 | $36M | 343k | 106.38 | |
| Dorman Products (DORM) | 3.8 | $33M | 411k | 80.87 | |
| Belden (BDC) | 3.7 | $33M | 454k | 71.90 | |
| Thor Industries (THO) | 3.7 | $32M | 429k | 75.49 | |
| Armstrong World Industries (AWI) | 3.6 | $32M | 459k | 68.59 | |
| U.S. Physical Therapy (USPH) | 2.6 | $23M | 285k | 81.03 | |
| Malibu Boats (MBUU) | 2.6 | $23M | 432k | 53.30 | |
| Clean Harbors (CLH) | 1.7 | $15M | 128k | 114.12 | |
| Live Oak Bancshares (LOB) | 1.3 | $11M | 374k | 30.20 | |
| Broadridge Financial Solutions (BR) | 0.9 | $8.2M | 61k | 134.13 | |
| Watsco, Incorporated (WSO) | 0.8 | $7.0M | 28k | 249.40 | |
| Westrock (WRK) | 0.8 | $6.8M | 193k | 35.16 | |
| Trex Company (TREX) | 0.6 | $5.4M | 128k | 42.33 | |
| SEI Investments Company (SEIC) | 0.6 | $5.1M | 88k | 58.30 | |
| IDEX Corporation (IEX) | 0.5 | $4.1M | 18k | 228.33 | |
| Boot Barn Hldgs (BOOT) | 0.4 | $3.3M | 52k | 62.52 |
