SouthernSun Asset Management Q2 2019 holdings

$1.3 Billion is the total value of SouthernSun Asset Management's 32 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 9.7% .

 Value Shares↓ Weighting
DY SellDycom Industries Inc$93,226
+17.4%
1,583,589
-8.4%
7.18%
+26.3%
DAR BuyDarling Ingredients Inc.$87,441
-6.8%
4,396,234
+1.5%
6.74%
+0.3%
TKR SellTimken Co.$82,688
-6.7%
1,610,604
-20.7%
6.37%
+0.4%
BCO SellBrink's Co.$82,299
-10.8%
1,013,789
-17.1%
6.34%
-4.0%
CLH SellClean Harbors Inc.$71,612
-14.4%
1,007,201
-13.9%
5.52%
-8.0%
STAY SellExtended Stay America, Inc.$71,133
-10.5%
4,211,525
-4.8%
5.48%
-3.7%
AGCO SellAGCO Corp.$61,451
-0.0%
792,201
-10.4%
4.74%
+7.6%
THO SellThor Industries Inc.$53,601
-10.7%
917,032
-4.7%
4.13%
-3.9%
CR BuyCrane Co$51,000
+44.4%
611,218
+46.5%
3.93%
+55.4%
TRN SellTrinity Industries Inc.$50,325
-5.8%
2,425,309
-1.3%
3.88%
+1.4%
PII SellPolaris Industries Inc.$47,593
-2.8%
521,679
-10.0%
3.67%
+4.6%
CNC SellCentene Corp.$41,406
-8.3%
789,596
-7.2%
3.19%
-1.4%
ECA SellEncana Corp$39,917
-39.5%
7,781,129
-14.5%
3.08%
-34.9%
BR SellBroadridge Financial Solutions$38,156
+3.1%
298,837
-16.3%
2.94%
+10.9%
WU SellWestern Union Co.$37,226
-21.0%
1,871,581
-26.6%
2.87%
-15.0%
KOP SellKoppers Holdings Inc.$36,624
-13.6%
1,247,410
-23.5%
2.82%
-7.0%
MUSA SellMurphy USA Inc.$35,471
-20.7%
422,122
-19.2%
2.73%
-14.7%
HBI SellHanesbrands Inc.$33,730
-17.1%
1,958,763
-13.9%
2.60%
-10.8%
KN SellKnowles Corporation$31,187
-20.5%
1,703,256
-23.5%
2.40%
-14.5%
WRK SellWestRock Co$31,131
-14.0%
853,593
-9.6%
2.40%
-7.4%
IEX SellIDEX Corp.$30,108
-17.4%
174,904
-27.2%
2.32%
-11.1%
SAFM SellSanderson Farms Inc.$28,680
-16.1%
210,016
-19.0%
2.21%
-9.7%
HRC SellHill-Rom Holdings Inc.$27,917
-7.0%
266,838
-5.9%
2.15%
+0.0%
EPAC SellActuant Corp$27,064
-2.8%
1,090,866
-4.5%
2.08%
+4.6%
BDC BuyBelden Inc$25,701
+19.6%
431,450
+7.8%
1.98%
+28.7%
AEGN SellAegion Corp.$23,386
-0.3%
1,270,966
-4.8%
1.80%
+7.3%
FHN NewFirst Horizon National Corp$19,3291,294,651
+100.0%
1.49%
SCL BuyStepan Co$17,272
+11.7%
187,925
+6.4%
1.33%
+20.2%
SEIC SellSEI Investments Co$8,958
-0.2%
159,685
-7.0%
0.69%
+7.3%
WSO SellWatsco Inc$8,897
+4.9%
54,404
-8.1%
0.68%
+12.9%
DFS BuyDiscover Financial Services$3,174
+15.0%
40,909
+5.5%
0.24%
+23.7%
TSCO NewTractor Supply Co.$2182,000
+100.0%
0.02%
FSS ExitFederal Signal Corp$0-478,932
-100.0%
-0.89%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • W. Bradley Clayton — Senior Compliance Officer

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