Southernsun Asset Management

Southernsun Asset Management as of Dec. 31, 2016

Portfolio Holdings for Southernsun Asset Management

Southernsun Asset Management holds 36 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Darling International (DAR) 5.8 $227M 18M 12.91
Clean Harbors (CLH) 5.6 $219M 3.9M 55.65
Thor Industries (THO) 5.3 $206M 2.1M 100.05
Centene Corporation (CNC) 5.2 $205M 3.6M 56.51
Envision Healthcare 5.2 $202M 3.2M 63.29
Trinity Industries (TRN) 5.1 $200M 7.2M 27.76
Timken Company (TKR) 5.0 $194M 4.9M 39.70
Chicago Bridge & Iron Company 5.0 $194M 6.1M 31.75
Polaris Industries (PII) 4.9 $191M 2.3M 82.39
AGCO Corporation (AGCO) 4.6 $180M 3.1M 57.86
Oge Energy Corp (OGE) 4.4 $171M 5.1M 33.45
Newfield Exploration 4.1 $160M 3.9M 40.50
Western Union Company (WU) 3.8 $148M 6.8M 21.72
IDEX Corporation (IEX) 3.4 $134M 1.5M 90.06
Broadridge Financial Solutions (BR) 3.4 $133M 2.0M 66.30
Hanesbrands (HBI) 3.3 $129M 6.0M 21.57
Flowserve Corporation (FLS) 3.0 $116M 2.4M 48.05
Knowles (KN) 2.7 $105M 6.3M 16.71
Murphy Usa (MUSA) 2.4 $94M 1.5M 61.47
Brink's Company (BCO) 2.1 $83M 2.0M 41.25
Westrock (WRK) 2.1 $82M 1.6M 50.77
Hill-Rom Holdings 2.1 $81M 1.4M 56.14
Sanderson Farms 1.9 $73M 772k 94.24
Tenne 1.9 $72M 1.2M 62.47
Diebold Incorporated 1.7 $68M 2.7M 25.15
Nordson Corporation (NDSN) 1.5 $60M 533k 112.05
Pentair cs (PNR) 1.5 $57M 1.0M 56.07
Koppers Holdings (KOP) 1.1 $45M 1.1M 40.30
Aegion 0.7 $28M 1.2M 23.70
Federal Signal Corporation (FSS) 0.6 $23M 1.5M 15.61
Crane 0.3 $13M 184k 72.12
Middleby Corporation (MIDD) 0.3 $10M 79k 128.81
iShares Russell 2000 Index (IWM) 0.1 $3.5M 26k 134.87
SPDR S&P MidCap 400 ETF (MDY) 0.1 $3.3M 11k 301.71
Discover Financial Services (DFS) 0.1 $2.7M 38k 72.08
American Express Company (AXP) 0.1 $2.5M 34k 74.07