SouthernSun Asset Management holdings history

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91 is the total number of securities SouthernSun Asset Management has owned. The longest SouthernSun Asset Management has owned a single stock is 42 quarters.

SouthernSun Asset Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DAR Darling International42424.98%6.64%8.10%Q2 2013Q3 202342
TKR Timken Co.42422.00%4.87%6.42%Q2 2013Q3 202342
AGCO AGCO Corp.42423.12%4.80%6.13%Q2 2013Q3 202342
BCO The Brink's Co.42421.88%4.34%7.27%Q2 2013Q3 202342
THO Thor Industries, Inc.42423.52%4.29%6.55%Q2 2013Q3 202342
PII Polaris Industries, Inc.42422.15%4.13%5.72%Q2 2013Q3 202342
BR Broadridge Financial S...42420.93%2.77%4.02%Q2 2013Q3 202342
IEX IDEX Corp.42420.45%2.22%3.97%Q2 2013Q3 202342
CLH Clean Harbors, Inc.38381.63%4.29%6.17%Q3 2013Q4 202238
WU Western Union Co.38380.58%2.55%3.82%Q2 2013Q3 202238
MUSA Murphy USA Inc.37371.09%3.64%6.15%Q3 2014Q3 202337
SAFM Sanderson Farms, Inc.36360.98%2.22%4.12%Q2 2013Q1 202236
KOP Koppers Holdings, Inc.36360.60%1.70%3.31%Q2 2013Q1 202236
HRC Hill-Rom Holdings, Inc.34341.48%2.31%3.27%Q2 2013Q3 202134
CNC Centene Corp.31310.97%4.68%6.15%Q2 2013Q4 202031
HBI Hanesbrands, Inc.31310.86%2.75%3.88%Q2 2013Q4 202031
WRK WestRock Co31310.72%1.70%2.65%Q3 2015Q1 202331
TRN Trinity Industries, Inc.30301.82%4.49%5.66%Q2 2013Q3 202030
AEGN Aegion Corp.27270.26%1.10%2.13%Q2 2014Q4 202027
DY Dycom Industries Inc25250.98%5.69%7.36%Q3 2017Q3 202325
CR Crane Co24240.31%2.68%5.75%Q2 2016Q1 202224
NFX Newfield Exploration Co.23233.02%4.12%6.31%Q2 2013Q4 201823
FLS Flowserve Corp.23231.39%2.59%3.09%Q2 2013Q4 201823
DBD Diebold Nixdorf Incorp...23230.37%2.37%3.88%Q2 2013Q4 201823
KN Knowles Corporation23230.68%2.19%3.01%Q2 2015Q4 202023
BDC Belden Inc22220.72%2.60%5.24%Q2 2018Q3 202322
OGE OGE Energy Corp.21210.40%3.18%4.80%Q2 2013Q2 201821
SCL Stepan Co20200.93%2.95%4.80%Q4 2018Q3 202320
NDSN Nordson Corp.20200.63%1.51%3.03%Q2 2013Q1 201820
WSO Watsco Inc20200.26%0.98%1.27%Q4 2018Q3 202320
SEIC SEI Investments Co19190.50%0.75%1.07%Q1 2019Q3 202319
PNR Pentair PLC18180.76%1.44%1.83%Q2 2014Q3 201818
DFS Discover Financial Ser...17170.02%0.09%0.24%Q2 2015Q2 201917
CBI Chicago Bridge & Iron Co.16164.02%5.28%5.95%Q2 2013Q1 201716
STAY Extended Stay America,...15150.90%4.96%6.38%Q3 2017Q1 202115
EPAC Enerpac Tool Group15151.94%3.28%5.14%Q1 2020Q3 202315
NGVT Ingevity Corp1410.29%3.26%5.64%Q2 2016Q3 202315
DORM Dorman Products Inc15150.31%2.81%4.44%Q1 2020Q3 202315
MIDD Middleby Corp.15150.26%1.00%2.41%Q2 2013Q4 201615
MGPI MGP Ingredients Inc13130.13%3.66%5.34%Q3 2020Q3 202313
TEN Tenneco Inc13131.43%1.77%2.00%Q1 2015Q1 201813
CRRTQ CARBO Ceramics, Inc.12120.62%2.30%3.74%Q2 2013Q1 201612
AWI Armstrong World Indust...12121.00%2.18%4.22%Q4 2020Q3 202312
EPAC Enerpac Tool Group12120.81%1.72%2.11%Q1 2017Q4 201912
FSS Federal Signal Corp12120.01%0.71%1.18%Q2 2016Q1 201912
AXP American Express Co.12120.02%0.06%0.10%Q3 2015Q2 201812
UNVR Univar Solutions USA Inc.11110.16%3.65%5.82%Q3 2020Q1 202311
COLM Columbia Sportswear Co.11111.02%1.75%3.78%Q2 2013Q4 201511
FHN First Horizon National...11110.77%1.13%1.82%Q2 2019Q4 202111
IWM Russell 2000 Index Fund310.02%0.18%0.95%Q4 2013Q4 202111
ICON Iconix Brand Group, Inc.10101.41%2.97%3.73%Q2 2013Q3 201510
ADT ADT Corp.10100.92%2.88%4.23%Q4 2013Q1 201610
MBUU Malibu Boats Inc10102.32%2.76%3.06%Q2 2021Q3 202310
TDW Tidewater, Inc.10101.00%1.83%2.40%Q2 2013Q3 201510
IPI Intrepid Potash, Inc.10100.62%1.80%2.97%Q2 2013Q3 201510
4107PS MeadWestvaco Corp.991.42%2.14%2.92%Q2 2013Q2 20159
MDY S&P Midcap 400 Dep Rec...310.01%0.32%1.11%Q4 2013Q4 20199
SAM The Boston Beer Co Inc880.57%3.61%5.39%Q4 2021Q3 20238
AMSG Amsurg Corp881.66%2.43%4.82%Q4 2014Q3 20168
WAC Walter Investment Mana...880.16%0.75%1.10%Q3 2014Q2 20168
MOH Molina Healthcare Inc880.40%0.73%1.08%Q1 2020Q4 20218
TSCO Tractor Supply Co.610.02%0.03%0.04%Q2 2019Q3 20217
6107SC URS Corp.555.07%5.48%5.92%Q2 2013Q2 20145
CCMP CMC Materials Inc553.14%4.14%5.00%Q2 2021Q2 20225
TMX Terminix Global Holdin...553.20%3.67%4.13%Q4 2020Q4 20215
USPH US Physical Therapy Inc551.66%3.66%5.91%Q3 2022Q3 20235
FTDR Frontdoor Inc550.34%1.42%1.98%Q2 2020Q2 20215
TMST TimkenSteel Corp.550.33%0.79%1.36%Q3 2014Q3 20155
TREX Trex Co550.48%0.62%0.76%Q3 2022Q3 20235
EVHC Envision Healthcare Corp444.31%5.03%5.78%Q4 2016Q3 20174
ECA Encana Corp442.61%3.30%4.72%Q1 2019Q4 20194
LOB Live Oak Bancshares Inc441.29%2.61%3.54%Q4 2022Q3 20234
BOOT Boot Barn Holdings Inc440.34%2.39%4.51%Q4 2022Q3 20234
SWY Safeway, Inc.440.98%1.70%2.44%Q2 2013Q1 20144
TFM Fresh Market, Inc.440.27%1.61%2.25%Q3 2014Q2 20154
COMM CommScope Holdings Com...441.28%1.54%1.74%Q4 2017Q3 20184
PNR Pentair, Ltd.441.08%1.20%1.32%Q2 2013Q1 20144
EGOV NIC Inc440.15%0.24%0.46%Q1 2020Q4 20204
Crane Holdings334.97%5.18%5.31%Q2 2022Q4 20223
SERV ServiceMaster Global H...331.17%2.32%3.32%Q1 2020Q3 20203
LPX Louisiana-Pacific Corp330.44%1.87%3.26%Q1 2023Q3 20233
TVPT Travelport Worldwide L...330.46%1.01%1.39%Q2 2018Q4 20183
OVV Ovintiv Inc330.47%0.83%1.31%Q1 2020Q3 20203
ASCMA Ascent Capital Group Inc330.08%0.12%0.16%Q2 2015Q4 20153
AMG Affiliated Managers Group114.53%4.53%4.53%Q2 2013Q2 20131
Traeger Inc111.68%1.68%1.68%Q1 2022Q1 20221
CASS Cass Information Syste...111.36%1.36%1.36%Q1 2021Q1 20211
LHCG LHC Group Inc110.77%0.77%0.77%Q1 2022Q1 20221
FND Floor & Decor Holdings110.09%0.09%0.09%Q3 2023Q3 20231
VRNT Verint Systems Inc110.09%0.09%0.09%Q3 2013Q3 20131
IWN Russell 2000 Value Ind...110.01%0.01%0.01%Q4 2014Q4 20141
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The securities at the top of the list , including Darling International, Timken Co., and AGCO Corp., are the highest-conviction holdings of SouthernSun Asset Management.

The conviction is calculated by counting the number of quarters a security has been reported by SouthernSun Asset Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that SouthernSun Asset Management owns currently or has owned in the past.