SouthernSun Asset Management holdings history

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92 is the total number of securities SouthernSun Asset Management has owned. The longest SouthernSun Asset Management has owned a single stock is 45 quarters.

SouthernSun Asset Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DAR Darling International45454.98%6.63%8.10%Q2 2013Q2 202445
TKR Timken Co.45452.00%4.87%6.42%Q2 2013Q2 202445
AGCO AGCO Corp.45453.12%4.80%6.13%Q2 2013Q2 202445
BCO The Brink's Co.45451.88%4.39%7.27%Q2 2013Q2 202445
THO Thor Industries, Inc.45452.91%4.22%6.55%Q2 2013Q2 202445
PII Polaris Industries, Inc.45452.15%4.09%5.72%Q2 2013Q2 202445
BR Broadridge Financial S...45450.93%2.67%4.02%Q2 2013Q2 202445
IEX IDEX Corp.45450.45%2.11%3.97%Q2 2013Q2 202445
MUSA Murphy USA Inc.40401.09%3.66%6.15%Q3 2014Q2 202440
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
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
DY Dycom Industries Inc28280.98%5.84%7.42%Q3 2017Q2 202428
AEGN Aegion Corp.27270.26%1.10%2.13%Q2 2014Q4 202027
BDC Belden Inc25250.72%2.93%5.84%Q2 2018Q2 202425
CR Crane Co24240.31%2.68%5.75%Q2 2016Q1 202224
NFX Newfield Exploration Co.23233.02%4.12%6.31%Q2 2013Q4 201823
SCL Stepan Co23230.93%2.95%4.80%Q4 2018Q2 202423
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
WSO Watsco Inc23230.26%0.98%1.27%Q4 2018Q2 202423
SEIC SEI Investments Co22220.50%0.72%1.07%Q1 2019Q2 202422
OGE OGE Energy Corp.21210.40%3.18%4.80%Q2 2013Q2 201821
NDSN Nordson Corp.20200.63%1.51%3.03%Q2 2013Q1 201820
EPAC Enerpac Tool Group18181.94%3.54%5.14%Q1 2020Q2 202418
NGVT Ingevity Corp1710.29%3.38%5.64%Q2 2016Q2 202418
DORM Dorman Products Inc18180.31%2.94%4.44%Q1 2020Q2 202418
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
MGPI MGP Ingredients Inc16160.13%4.04%6.43%Q3 2020Q2 202416
STAY Extended Stay America,...15150.90%4.96%6.38%Q3 2017Q1 202115
AWI Armstrong World Indust...15151.00%2.54%4.46%Q4 2020Q2 202415
MIDD Middleby Corp.15150.26%1.00%2.41%Q2 2013Q4 201615
TEN Tenneco Inc13131.43%1.77%2.00%Q1 2015Q1 201813
MBUU Malibu Boats Inc12122.29%2.73%3.06%Q2 2021Q1 202412
CRRTQ CARBO Ceramics, Inc.12120.62%2.30%3.74%Q2 2013Q1 201612
EPAC Enerpac Tool Group12120.81%1.72%2.11%Q1 2017Q4 201912
FSS Federal Signal Corp12120.01%0.71%1.18%Q2 2016Q1 201912
IWM Russell 2000 Index Fund310.02%0.22%0.95%Q4 2013Q4 202312
AXP American Express Co.12120.02%0.06%0.10%Q3 2015Q2 201812
SAM The Boston Beer Co Inc11110.57%3.94%5.39%Q4 2021Q2 202411
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
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
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
MDY S&P Midcap 400 Dep Rec...310.01%0.29%1.11%Q4 2013Q4 202310
4107PS MeadWestvaco Corp.991.42%2.14%2.92%Q2 2013Q2 20159
USPH US Physical Therapy Inc881.66%4.34%5.91%Q3 2022Q2 20248
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
TREX Trex Co880.43%0.58%0.76%Q3 2022Q2 20248
BOOT Boot Barn Holdings Inc770.34%3.68%6.10%Q4 2022Q2 20247
LOB Live Oak Bancshares Inc771.29%3.16%4.48%Q4 2022Q2 20247
TSCO Tractor Supply Co.610.02%0.03%0.04%Q2 2019Q3 20217
LPX Louisiana-Pacific Corp660.44%3.47%5.33%Q1 2023Q2 20246
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
FTDR Frontdoor Inc550.34%1.42%1.98%Q2 2020Q2 20215
TMST TimkenSteel Corp.550.33%0.79%1.36%Q3 2014Q3 20155
EVHC Envision Healthcare Corp444.31%5.03%5.78%Q4 2016Q3 20174
ECA Encana Corp442.61%3.30%4.72%Q1 2019Q4 20194
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
FND Floor & Decor Holdings440.09%0.25%0.33%Q3 2023Q2 20244
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
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
VMI Valmont Industries Inc110.63%0.63%0.63%Q2 2024Q2 20241
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.