Southernsun Asset Management as of March 31, 2017
Portfolio Holdings for Southernsun Asset Management
Southernsun Asset Management holds 34 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Darling International (DAR) | 6.7 | $263M | 18M | 14.52 | |
| Centene Corporation (CNC) | 5.9 | $231M | 3.2M | 71.26 | |
| Murphy Usa (MUSA) | 5.5 | $216M | 2.9M | 73.42 | |
| Clean Harbors (CLH) | 5.2 | $202M | 3.6M | 55.62 | |
| Timken Company (TKR) | 5.1 | $201M | 4.5M | 45.20 | |
| Envision Healthcare | 4.9 | $192M | 3.1M | 61.32 | |
| Polaris Industries (PII) | 4.6 | $182M | 2.2M | 83.80 | |
| Trinity Industries (TRN) | 4.6 | $182M | 6.8M | 26.55 | |
| Oge Energy Corp (OGE) | 4.4 | $173M | 5.0M | 34.98 | |
| Thor Industries (THO) | 4.2 | $165M | 1.7M | 96.13 | |
| Newfield Exploration | 4.0 | $158M | 4.3M | 36.91 | |
| Chicago Bridge & Iron Company | 4.0 | $157M | 5.1M | 30.75 | |
| AGCO Corporation (AGCO) | 3.8 | $149M | 2.5M | 60.18 | |
| IDEX Corporation (IEX) | 3.5 | $138M | 1.5M | 93.51 | |
| Western Union Company (WU) | 3.5 | $137M | 6.7M | 20.35 | |
| Hanesbrands (HBI) | 3.4 | $135M | 6.5M | 20.76 | |
| Broadridge Financial Solutions (BR) | 3.4 | $134M | 2.0M | 67.95 | |
| Flowserve Corporation (FLS) | 2.9 | $112M | 2.3M | 48.42 | |
| Knowles (KN) | 2.7 | $107M | 5.7M | 18.95 | |
| Hill-Rom Holdings | 2.1 | $83M | 1.2M | 70.60 | |
| Westrock (WRK) | 2.0 | $80M | 1.5M | 52.03 | |
| Brink's Company (BCO) | 1.9 | $74M | 1.4M | 53.45 | |
| Diebold Incorporated | 1.8 | $72M | 2.3M | 30.70 | |
| Tenne | 1.8 | $69M | 1.1M | 62.42 | |
| Pentair cs (PNR) | 1.7 | $65M | 1.0M | 62.78 | |
| Sanderson Farms | 1.6 | $65M | 624k | 103.84 | |
| Koppers Holdings (KOP) | 1.1 | $43M | 1.0M | 42.35 | |
| Nordson Corporation (NDSN) | 1.1 | $41M | 337k | 122.84 | |
| Actuant Corporation | 0.8 | $32M | 1.2M | 26.35 | |
| Federal Signal Corporation (FSS) | 0.6 | $22M | 1.6M | 13.81 | |
| Aegion | 0.5 | $21M | 914k | 22.91 | |
| Crane | 0.3 | $12M | 162k | 74.83 | |
| American Express Company (AXP) | 0.1 | $2.7M | 34k | 79.11 | |
| Discover Financial Services (DFS) | 0.1 | $2.2M | 32k | 68.39 |
