Southernsun Asset Management as of March 31, 2025
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 7.1 | $49M | 570k | 86.16 | |
| Darling International (DAR) | 6.5 | $45M | 1.4M | 31.24 | |
| Belden (BDC) | 6.5 | $45M | 445k | 100.25 | |
| Louisiana-Pacific Corporation (LPX) | 6.1 | $42M | 458k | 91.98 | |
| U.S. Physical Therapy (USPH) | 5.7 | $39M | 544k | 72.36 | |
| Boot Barn Hldgs (BOOT) | 5.4 | $38M | 349k | 107.43 | |
| AGCO Corporation (AGCO) | 5.4 | $37M | 400k | 92.57 | |
| Armstrong World Industries (AWI) | 4.8 | $33M | 234k | 140.88 | |
| Timken Company (TKR) | 4.7 | $32M | 447k | 71.87 | |
| Actuant Corp (EPAC) | 4.5 | $31M | 697k | 44.86 | |
| Murphy Usa (MUSA) | 4.5 | $31M | 66k | 469.81 | |
| Dycom Industries (DY) | 4.0 | $27M | 180k | 152.34 | |
| Dorman Products (DORM) | 3.9 | $27M | 223k | 120.54 | |
| Boston Beer Company (SAM) | 3.8 | $26M | 110k | 238.84 | |
| Ingevity (NGVT) | 3.5 | $24M | 612k | 39.59 | |
| Live Oak Bancshares (LOB) | 3.4 | $23M | 872k | 26.66 | |
| Stepan Company (SCL) | 3.0 | $21M | 376k | 55.04 | |
| Modine Manufacturing (MOD) | 2.6 | $18M | 235k | 76.75 | |
| Oxford Industries (OXM) | 2.5 | $17M | 294k | 58.67 | |
| Advanced Energy Industries (AEIS) | 2.1 | $14M | 150k | 95.31 | |
| Thor Industries (THO) | 1.8 | $12M | 162k | 75.81 | |
| Broadridge Financial Solutions (BR) | 1.7 | $12M | 47k | 242.46 | |
| Extreme Networks (EXTR) | 1.1 | $7.7M | 584k | 13.23 | |
| Watsco, Incorporated (WSO) | 1.0 | $7.2M | 14k | 508.30 | |
| Api Group Corp (APG) | 1.0 | $6.6M | 185k | 35.76 | |
| Generac Holdings (GNRC) | 0.9 | $6.4M | 51k | 126.65 | |
| Valmont Industries (VMI) | 0.9 | $6.1M | 21k | 285.37 | |
| SEI Investments Company (SEIC) | 0.8 | $5.2M | 67k | 77.63 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $4.1M | 50k | 80.47 | |
| Trex Company (TREX) | 0.5 | $3.4M | 58k | 58.10 |
