90 is the total number of securities SouthernSun Asset Management has owned. The longest SouthernSun Asset Management has owned a single stock is 40 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DAR | Darling International | 40 | 40 | 4.98% | 6.61% | 8.10% | Q2 2013 | Q1 2023 | 40 |
| TKR | Timken Co. | 40 | 40 | 2.00% | 4.87% | 6.42% | Q2 2013 | Q1 2023 | 40 |
| AGCO | AGCO Corp. | 40 | 40 | 3.12% | 4.80% | 6.13% | Q2 2013 | Q1 2023 | 40 |
| THO | Thor Industries, Inc. | 40 | 40 | 3.53% | 4.32% | 6.55% | Q2 2013 | Q1 2023 | 40 |
| BCO | The Brink's Co. | 40 | 40 | 1.88% | 4.31% | 7.27% | Q2 2013 | Q1 2023 | 40 |
| PII | Polaris Industries, Inc. | 40 | 40 | 2.15% | 4.10% | 5.72% | Q2 2013 | Q1 2023 | 40 |
| BR | Broadridge Financial S... | 40 | 40 | 0.93% | 2.86% | 4.02% | Q2 2013 | Q1 2023 | 40 |
| IEX | IDEX Corp. | 40 | 40 | 0.47% | 2.31% | 3.97% | Q2 2013 | Q1 2023 | 40 |
| CLH | Clean Harbors, Inc. | 38 | 38 | 1.63% | 4.29% | 6.17% | Q3 2013 | Q4 2022 | 38 |
| WU | Western Union Co. | 38 | 38 | 0.58% | 2.55% | 3.82% | Q2 2013 | Q3 2022 | 38 |
| SAFM | Sanderson Farms, Inc. | 36 | 36 | 0.98% | 2.22% | 4.12% | Q2 2013 | Q1 2022 | 36 |
| KOP | Koppers Holdings, Inc. | 36 | 36 | 0.60% | 1.70% | 3.31% | Q2 2013 | Q1 2022 | 36 |
| MUSA | Murphy USA Inc. | 35 | 35 | 1.09% | 3.51% | 6.04% | Q3 2014 | Q1 2023 | 35 |
| HRC | Hill-Rom Holdings, Inc. | 34 | 34 | 1.48% | 2.31% | 3.27% | Q2 2013 | Q3 2021 | 34 |
| CNC | Centene Corp. | 31 | 31 | 0.97% | 4.68% | 6.15% | Q2 2013 | Q4 2020 | 31 |
| HBI | Hanesbrands, Inc. | 31 | 31 | 0.86% | 2.75% | 3.88% | Q2 2013 | Q4 2020 | 31 |
| WRK | WestRock Co | 31 | 31 | 0.72% | 1.70% | 2.65% | Q3 2015 | Q1 2023 | 31 |
| TRN | Trinity Industries, Inc. | 30 | 30 | 1.82% | 4.49% | 5.66% | Q2 2013 | Q3 2020 | 30 |
| AEGN | Aegion Corp. | 27 | 27 | 0.26% | 1.10% | 2.13% | Q2 2014 | Q4 2020 | 27 |
| CR | Crane Co | 24 | 24 | 0.31% | 2.68% | 5.75% | Q2 2016 | Q1 2022 | 24 |
| DY | Dycom Industries Inc | 23 | 23 | 0.98% | 5.59% | 7.35% | Q3 2017 | Q1 2023 | 23 |
| NFX | Newfield Exploration Co. | 23 | 23 | 3.02% | 4.12% | 6.31% | Q2 2013 | Q4 2018 | 23 |
| FLS | Flowserve Corp. | 23 | 23 | 1.39% | 2.59% | 3.09% | Q2 2013 | Q4 2018 | 23 |
| DBD | Diebold Nixdorf Incorp... | 23 | 23 | 0.37% | 2.37% | 3.88% | Q2 2013 | Q4 2018 | 23 |
| KN | Knowles Corporation | 23 | 23 | 0.68% | 2.19% | 3.01% | Q2 2015 | Q4 2020 | 23 |
| OGE | OGE Energy Corp. | 21 | 21 | 0.40% | 3.18% | 4.80% | Q2 2013 | Q2 2018 | 21 |
| BDC | Belden Inc | 20 | 20 | 0.72% | 2.41% | 3.72% | Q2 2018 | Q1 2023 | 20 |
| NDSN | Nordson Corp. | 20 | 20 | 0.63% | 1.51% | 3.03% | Q2 2013 | Q1 2018 | 20 |
| SCL | Stepan Co | 18 | 18 | 0.93% | 2.91% | 4.80% | Q4 2018 | Q1 2023 | 18 |
| PNR | Pentair PLC | 18 | 18 | 0.76% | 1.44% | 1.83% | Q2 2014 | Q3 2018 | 18 |
| WSO | Watsco Inc | 18 | 18 | 0.26% | 0.96% | 1.27% | Q4 2018 | Q1 2023 | 18 |
| SEIC | SEI Investments Co | 17 | 17 | 0.57% | 0.78% | 1.07% | Q1 2019 | Q1 2023 | 17 |
| DFS | Discover Financial Ser... | 17 | 17 | 0.02% | 0.09% | 0.24% | Q2 2015 | Q2 2019 | 17 |
| CBI | Chicago Bridge & Iron Co. | 16 | 16 | 4.02% | 5.28% | 5.95% | Q2 2013 | Q1 2017 | 16 |
| STAY | Extended Stay America,... | 15 | 15 | 0.90% | 4.96% | 6.38% | Q3 2017 | Q1 2021 | 15 |
| MIDD | Middleby Corp. | 15 | 15 | 0.26% | 1.00% | 2.41% | Q2 2013 | Q4 2016 | 15 |
| EPAC | Enerpac Tool Group | 13 | 13 | 1.94% | 3.04% | 4.78% | Q1 2020 | Q1 2023 | 13 |
| NGVT | Ingevity Corp | 12 | 1 | 0.29% | 3.03% | 5.64% | Q2 2016 | Q1 2023 | 13 |
| DORM | Dorman Products Inc | 13 | 13 | 0.31% | 2.72% | 4.44% | Q1 2020 | Q1 2023 | 13 |
| TEN | Tenneco Inc | 13 | 13 | 1.43% | 1.77% | 2.00% | Q1 2015 | Q1 2018 | 13 |
| CRRTQ | CARBO Ceramics, Inc. | 12 | 12 | 0.62% | 2.30% | 3.74% | Q2 2013 | Q1 2016 | 12 |
| EPAC | Enerpac Tool Group | 12 | 12 | 0.81% | 1.72% | 2.11% | Q1 2017 | Q4 2019 | 12 |
| FSS | Federal Signal Corp | 12 | 12 | 0.01% | 0.71% | 1.18% | Q2 2016 | Q1 2019 | 12 |
| AXP | American Express Co. | 12 | 12 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q2 2018 | 12 |
| UNVR | Univar Solutions USA Inc. | 11 | 11 | 0.16% | 3.65% | 5.82% | Q3 2020 | Q1 2023 | 11 |
| MGPI | MGP Ingredients Inc | 11 | 11 | 0.13% | 3.42% | 4.99% | Q3 2020 | Q1 2023 | 11 |
| COLM | Columbia Sportswear Co. | 11 | 11 | 1.02% | 1.75% | 3.78% | Q2 2013 | Q4 2015 | 11 |
| FHN | First Horizon National... | 11 | 11 | 0.77% | 1.13% | 1.82% | Q2 2019 | Q4 2021 | 11 |
| IWM | Russell 2000 Index Fund | 3 | 1 | 0.02% | 0.18% | 0.95% | Q4 2013 | Q4 2021 | 11 |
| ICON | Iconix Brand Group, Inc. | 10 | 10 | 1.41% | 2.97% | 3.73% | Q2 2013 | Q3 2015 | 10 |
| ADT | ADT Corp. | 10 | 10 | 0.92% | 2.88% | 4.23% | Q4 2013 | Q1 2016 | 10 |
| TDW | Tidewater, Inc. | 10 | 10 | 1.00% | 1.83% | 2.40% | Q2 2013 | Q3 2015 | 10 |
| IPI | Intrepid Potash, Inc. | 10 | 10 | 0.62% | 1.80% | 2.97% | Q2 2013 | Q3 2015 | 10 |
| AWI | Armstrong World Indust... | 10 | 10 | 1.00% | 1.80% | 4.13% | Q4 2020 | Q1 2023 | 10 |
| 4107PS | MeadWestvaco Corp. | 9 | 9 | 1.42% | 2.14% | 2.92% | Q2 2013 | Q2 2015 | 9 |
| MDY | S&P Midcap 400 Dep Rec... | 3 | 1 | 0.01% | 0.32% | 1.11% | Q4 2013 | Q4 2019 | 9 |
| MBUU | Malibu Boats Inc | 8 | 8 | 2.32% | 2.75% | 3.06% | Q2 2021 | Q1 2023 | 8 |
| AMSG | Amsurg Corp | 8 | 8 | 1.66% | 2.43% | 4.82% | Q4 2014 | Q3 2016 | 8 |
| WAC | Walter Investment Mana... | 8 | 8 | 0.16% | 0.75% | 1.10% | Q3 2014 | Q2 2016 | 8 |
| MOH | Molina Healthcare Inc | 8 | 8 | 0.40% | 0.73% | 1.08% | Q1 2020 | Q4 2021 | 8 |
| TSCO | Tractor Supply Co. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 7 |
| SAM | The Boston Beer Co Inc | 6 | 6 | 0.57% | 3.20% | 4.77% | Q4 2021 | Q1 2023 | 6 |
| 6107SC | URS Corp. | 5 | 5 | 5.07% | 5.48% | 5.92% | Q2 2013 | Q2 2014 | 5 |
| CCMP | CMC Materials Inc | 5 | 5 | 3.14% | 4.14% | 5.00% | Q2 2021 | Q2 2022 | 5 |
| TMX | Terminix Global Holdin... | 5 | 5 | 3.20% | 3.67% | 4.13% | Q4 2020 | Q4 2021 | 5 |
| FTDR | Frontdoor Inc | 5 | 5 | 0.34% | 1.42% | 1.98% | Q2 2020 | Q2 2021 | 5 |
| TMST | TimkenSteel Corp. | 5 | 5 | 0.33% | 0.79% | 1.36% | Q3 2014 | Q3 2015 | 5 |
| EVHC | Envision Healthcare Corp | 4 | 4 | 4.31% | 5.03% | 5.78% | Q4 2016 | Q3 2017 | 4 |
| ECA | Encana Corp | 4 | 4 | 2.61% | 3.30% | 4.72% | Q1 2019 | Q4 2019 | 4 |
| SWY | Safeway, Inc. | 4 | 4 | 0.98% | 1.70% | 2.44% | Q2 2013 | Q1 2014 | 4 |
| TFM | Fresh Market, Inc. | 4 | 4 | 0.27% | 1.61% | 2.25% | Q3 2014 | Q2 2015 | 4 |
| COMM | CommScope Holdings Com... | 4 | 4 | 1.28% | 1.54% | 1.74% | Q4 2017 | Q3 2018 | 4 |
| PNR | Pentair, Ltd. | 4 | 4 | 1.08% | 1.20% | 1.32% | Q2 2013 | Q1 2014 | 4 |
| EGOV | NIC Inc | 4 | 4 | 0.15% | 0.24% | 0.46% | Q1 2020 | Q4 2020 | 4 |
| Crane Holdings | 3 | 3 | 4.97% | 5.18% | 5.31% | Q2 2022 | Q4 2022 | 3 | |
| USPH | US Physical Therapy Inc | 3 | 3 | 1.66% | 2.50% | 3.21% | Q3 2022 | Q1 2023 | 3 |
| SERV | ServiceMaster Global H... | 3 | 3 | 1.17% | 2.32% | 3.32% | Q1 2020 | Q3 2020 | 3 |
| TVPT | Travelport Worldwide L... | 3 | 3 | 0.46% | 1.01% | 1.39% | Q2 2018 | Q4 2018 | 3 |
| OVV | Ovintiv Inc | 3 | 3 | 0.47% | 0.83% | 1.31% | Q1 2020 | Q3 2020 | 3 |
| TREX | Trex Co | 3 | 3 | 0.60% | 0.62% | 0.64% | Q3 2022 | Q1 2023 | 3 |
| ASCMA | Ascent Capital Group Inc | 3 | 3 | 0.08% | 0.12% | 0.16% | Q2 2015 | Q4 2015 | 3 |
| LOB | Live Oak Bancshares Inc | 2 | 2 | 1.29% | 1.92% | 2.56% | Q4 2022 | Q1 2023 | 2 |
| BOOT | Boot Barn Holdings Inc | 2 | 2 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q1 2023 | 2 |
| AMG | Affiliated Managers Group | 1 | 1 | 4.53% | 4.53% | 4.53% | Q2 2013 | Q2 2013 | 1 |
| Traeger Inc | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2022 | Q1 2022 | 1 | |
| CASS | Cass Information Syste... | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2021 | Q1 2021 | 1 |
| LHCG | LHC Group Inc | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2022 | Q1 2022 | 1 |
| LPX | Louisiana-Pacific Corp | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
| VRNT | Verint Systems Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
| IWN | Russell 2000 Value Ind... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Download | |||||||||
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.