Southernsun Asset Management as of Dec. 31, 2025
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 6.8 | $49M | 416k | 116.73 | |
| Darling International (DAR) | 5.7 | $41M | 1.1M | 36.00 | |
| U.S. Physical Therapy (USPH) | 5.2 | $37M | 480k | 78.09 | |
| Murphy Usa (MUSA) | 5.2 | $37M | 92k | 403.52 | |
| Louisiana-Pacific Corporation (LPX) | 5.2 | $37M | 457k | 80.76 | |
| Live Oak Bancshares (LOB) | 4.9 | $35M | 1.0M | 34.35 | |
| Boot Barn Hldgs (BOOT) | 4.8 | $34M | 193k | 176.47 | |
| Modine Manufacturing (MOD) | 4.6 | $33M | 248k | 133.51 | |
| Extreme Networks (EXTR) | 4.6 | $33M | 2.0M | 16.65 | |
| Belden (BDC) | 4.6 | $33M | 281k | 116.55 | |
| Armstrong World Industries (AWI) | 4.4 | $32M | 167k | 191.10 | |
| Crane Holdings (CXT) | 4.4 | $32M | 668k | 47.07 | |
| Msa Safety Inc equity (MSA) | 4.2 | $30M | 186k | 160.14 | |
| AGCO Corporation (AGCO) | 3.9 | $28M | 270k | 104.32 | |
| Advanced Energy Industries (AEIS) | 3.6 | $26M | 124k | 209.37 | |
| Dorman Products (DORM) | 3.3 | $24M | 191k | 123.19 | |
| Actuant Corp (EPAC) | 3.2 | $23M | 601k | 38.24 | |
| Csw Industrials (CSW) | 2.7 | $20M | 67k | 293.53 | |
| Stepan Company (SCL) | 2.7 | $19M | 408k | 47.36 | |
| Ingevity (NGVT) | 2.3 | $16M | 273k | 59.18 | |
| Boston Beer Company (SAM) | 2.1 | $15M | 76k | 195.13 | |
| Thor Industries (THO) | 2.0 | $15M | 143k | 102.67 | |
| Kadant (KAI) | 1.8 | $13M | 45k | 285.02 | |
| Broadridge Financial Solutions (BR) | 1.4 | $10M | 45k | 223.17 | |
| Api Group Corp (APG) | 1.3 | $9.7M | 253k | 38.26 | |
| Valmont Industries (VMI) | 1.1 | $8.1M | 20k | 402.32 | |
| Generac Holdings (GNRC) | 1.1 | $7.6M | 56k | 136.37 | |
| Watsco, Incorporated (WSO) | 0.9 | $6.2M | 19k | 336.95 | |
| SEI Investments Company (SEIC) | 0.8 | $5.5M | 67k | 82.02 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $4.6M | 76k | 60.89 | |
| Oshkosh Corporation (OSK) | 0.4 | $2.5M | 20k | 125.63 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $2.2M | 8.8k | 246.16 |
