Southernsun Asset Management as of March 31, 2026
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 7.0 | $48M | 780k | 61.85 | |
| Murphy Usa (MUSA) | 6.1 | $42M | 85k | 493.97 | |
| Boot Barn Hldgs (BOOT) | 5.8 | $40M | 272k | 146.36 | |
| Louisiana-Pacific Corporation (LPX) | 5.1 | $35M | 486k | 72.75 | |
| Extreme Networks (EXTR) | 5.0 | $35M | 2.3M | 15.08 | |
| Live Oak Bancshares (LOB) | 5.0 | $34M | 1.0M | 33.07 | |
| U.S. Physical Therapy (USPH) | 4.8 | $33M | 440k | 74.96 | |
| Brink's Company (BCO) | 4.8 | $33M | 317k | 103.63 | |
| Crane Holdings (CXT) | 4.6 | $32M | 784k | 40.59 | |
| Belden (BDC) | 4.3 | $30M | 258k | 114.83 | |
| AGCO Corporation (AGCO) | 4.2 | $29M | 247k | 115.87 | |
| Msa Safety Inc equity (MSA) | 4.1 | $28M | 171k | 163.95 | |
| Armstrong World Industries (AWI) | 4.0 | $28M | 168k | 164.80 | |
| Dorman Products (DORM) | 3.7 | $26M | 247k | 104.36 | |
| Actuant Corp (EPAC) | 3.5 | $24M | 665k | 36.47 | |
| Modine Manufacturing (MOD) | 3.5 | $24M | 110k | 216.71 | |
| Csw Industrials (CSW) | 3.3 | $23M | 88k | 260.58 | |
| Stepan Company (SCL) | 2.7 | $19M | 379k | 49.98 | |
| Ingevity (NGVT) | 2.6 | $18M | 251k | 71.23 | |
| Boston Beer Company (SAM) | 2.5 | $17M | 75k | 230.40 | |
| Advanced Energy Industries (AEIS) | 2.2 | $15M | 47k | 322.71 | |
| Kadant (KAI) | 1.8 | $13M | 43k | 292.35 | |
| Thor Industries (THO) | 1.5 | $11M | 131k | 79.89 | |
| Api Group Corp (APG) | 1.5 | $10M | 255k | 40.52 | |
| Generac Holdings (GNRC) | 1.4 | $9.5M | 49k | 195.33 | |
| Broadridge Financial Solutions (BR) | 1.1 | $7.4M | 45k | 162.48 | |
| Watsco, Incorporated (WSO) | 1.0 | $6.8M | 19k | 363.79 | |
| Valmont Industries (VMI) | 1.0 | $6.6M | 17k | 399.57 | |
| SEI Investments Company (SEIC) | 0.8 | $5.3M | 67k | 78.47 | |
| Oshkosh Corporation (OSK) | 0.7 | $4.6M | 31k | 147.21 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $4.4M | 87k | 50.80 |
