Southernsun Asset Management as of Dec. 31, 2024
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 6.9 | $55M | 598k | 92.77 | |
| Belden (BDC) | 6.7 | $54M | 475k | 112.61 | |
| Darling International (DAR) | 6.6 | $53M | 1.6M | 33.69 | |
| U.S. Physical Therapy (USPH) | 6.3 | $51M | 572k | 88.71 | |
| Louisiana-Pacific Corporation (LPX) | 6.2 | $50M | 484k | 103.55 | |
| Boot Barn Hldgs (BOOT) | 5.7 | $46M | 301k | 151.82 | |
| Dycom Industries (DY) | 4.8 | $39M | 223k | 174.06 | |
| AGCO Corporation (AGCO) | 4.8 | $38M | 410k | 93.48 | |
| Timken Company (TKR) | 4.6 | $37M | 520k | 71.37 | |
| Boston Beer Company (SAM) | 4.6 | $37M | 122k | 299.98 | |
| Armstrong World Industries (AWI) | 4.4 | $35M | 249k | 141.33 | |
| Murphy Usa (MUSA) | 4.4 | $35M | 70k | 501.75 | |
| Actuant Corp (EPAC) | 4.3 | $35M | 843k | 41.09 | |
| Dorman Products (DORM) | 4.1 | $33M | 253k | 129.55 | |
| Live Oak Bancshares (LOB) | 3.9 | $32M | 797k | 39.55 | |
| Ingevity (NGVT) | 3.5 | $28M | 687k | 40.75 | |
| Stepan Company (SCL) | 3.1 | $25M | 384k | 64.70 | |
| Oxford Industries (OXM) | 2.5 | $20M | 258k | 78.78 | |
| Thor Industries (THO) | 2.1 | $17M | 172k | 95.71 | |
| Polaris Industries (PII) | 2.0 | $16M | 285k | 57.62 | |
| Advanced Energy Industries (AEIS) | 1.7 | $13M | 116k | 115.63 | |
| Broadridge Financial Solutions (BR) | 1.4 | $11M | 49k | 226.09 | |
| Watsco, Incorporated (WSO) | 1.0 | $7.9M | 17k | 473.89 | |
| Generac Holdings (GNRC) | 0.9 | $6.9M | 45k | 155.05 | |
| Api Group Corp (APG) | 0.8 | $6.7M | 185k | 35.97 | |
| Valmont Industries (VMI) | 0.8 | $6.5M | 21k | 306.67 | |
| SEI Investments Company (SEIC) | 0.7 | $5.5M | 67k | 82.48 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.5 | $4.2M | 43k | 99.70 | |
| Trex Company (TREX) | 0.5 | $4.0M | 58k | 69.03 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $2.3M | 10k | 220.96 |
