SouthernSun Asset Management Q4 2020 13F Holdings

SouthernSun Asset Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
BCO The Brink's Co.Reduce  $63,287
18.9%
878,991
-32.1%
7.26%
4.1%
DAR Darling Ingredients Inc.Reduce  $60,496
-2.2%
1,048,813
-38.9%
6.94%
-14.4%
STAY Extended Stay America,...Reduce  $50,478
7.5%
3,408,348
-13.3%
5.79%
-5.9%
CR Crane CoAdd  $50,131
72.3%
645,521
11.2%
5.75%
50.9%
DY Dycom Industries IncReduce  $50,082
-5.5%
663,165
-33.9%
5.74%
-17.3%
AGCO AGCO Corp.Reduce  $46,408
1.1%
450,166
-27.2%
5.32%
-11.5%
TKR Timken Co.Reduce  $45,190
-0.5%
584,158
-30.3%
5.18%
-12.9%
PII Polaris Inc.Add  $41,794
34.7%
438,639
33.4%
4.79%
18.0%
THO Thor Industries Inc.Add  $39,436
42.4%
424,086
45.9%
4.52%
24.7%
CLH Clean Harbors Inc.Reduce  $38,263
22.2%
502,805
-10.0%
4.39%
7.0%
TMX Terminix Global Holdin...New  $32,466636,4703.72%
MUSA Murphy USA Inc.Add  $30,738
39.1%
234,871
36.4%
3.52%
21.8%
SAFM Sanderson Farms Inc.Add  $29,035
54.4%
219,633
37.7%
3.33%
35.1%
NGVT Ingevity CorpAdd  $27,257
100.6%
359,920
30.9%
3.13%
75.6%
SCL Stepan CoAdd  $23,687
26.1%
198,516
15.2%
2.72%
10.4%
BDC Belden IncReduce  $23,087
23.3%
551,010
-8.4%
2.65%
8.0%
HRC Hill-Rom Holdings Inc.Add  $19,899
22.8%
203,114
4.6%
2.28%
7.5%
EPAC Enerpac Tool GroupReduce  $17,553
17.9%
776,321
-1.9%
2.01%
3.2%
KOP Koppers Holdings Inc.Reduce  $17,341
-4.7%
556,509
-36.1%
1.99%
-16.6%
BR Broadridge Financial S...Reduce  $17,268
-24.8%
112,717
-35.2%
1.98%
-34.1%
FTDR Frontdoor IncAdd  $17,232
114.6%
343,197
66.3%
1.98%
87.9%
DORM Dorman Products IncAdd  $15,658
135.3%
180,349
145.0%
1.80%
106.0%
MGPI MGP Ingredients IncAdd  $12,706
1211.2%
269,993
1007.1%
1.46%
1048.0%
AEGN Aegion Corp.Add  $12,191
42.0%
641,969
5.6%
1.40%
24.3%
MOH Molina Healthcare IncAdd  $9,372
43.7%
44,067
23.7%
1.07%
25.8%
AWI Armstrong World Indust...New  $9,079122,0481.04%
CNC Centene Corp.Reduce  $8,430
-52.7%
140,436
-54.0%
0.97%
-58.6%
WSO Watsco IncAdd  $8,001
3.6%
35,315
6.5%
0.92%
-9.3%
HBI Hanesbrands Inc.Reduce  $7,496
-26.2%
514,104
-20.3%
0.86%
-35.4%
FHN First Horizon CorporationReduce  $7,394
11.4%
579,457
-17.7%
0.85%
-2.4%
WRK WestRock CoReduce  $6,713
-17.5%
154,222
-34.2%
0.77%
-27.8%
SEIC SEI Investments CoReduce  $6,555
-5.7%
114,063
-16.8%
0.75%
-17.5%
IEX IDEX Corp.Reduce  $6,453
-7.8%
32,394
-15.6%
0.74%
-19.3%
UNVR Univar Solutions USA Inc.Add  $6,386
409.3%
335,939
352.1%
0.73%
345.9%
WU Western Union Co.Reduce  $6,334
-40.4%
288,697
-41.8%
0.73%
-47.8%
KN Knowles CorporationReduce  $5,966
-21.7%
323,735
-36.7%
0.68%
-31.4%
EGOV NIC IncAdd  $1,601
39.7%
61,978
6.6%
0.18%
22.3%
IWM Russell 2000 Index FundNew  $3501,7840.04%
TSCO Tractor Supply Co.  $281
-2.1%
2,0000.0%0.03%
-14.3%
OVV Ovintiv IncSold out  $0-654,958-0.70%
SERV ServiceMaster Global H...Sold out  $0-636,295-3.32%
TRN Trinity Industries Inc.Sold out  $0-1,381,203-3.53%