SouthernSun Asset Management Q1 2021 13F Holdings

SouthernSun Asset Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
DAR Darling Ingredients Inc.Reduce  $67,122
11.0%
912,231
-13.0%
6.96%
0.4%
BCO The Brink's Co.Reduce  $64,425
1.8%
813,139
-7.5%
6.68%
-7.9%
DY Dycom Industries IncAdd  $63,113
26.0%
679,730
2.5%
6.55%
14.0%
STAY Extended Stay America,...Reduce  $61,460
21.8%
3,111,901
-8.7%
6.38%
10.2%
THO Thor Industries Inc.Add  $57,290
45.3%
425,187
0.3%
5.94%
31.5%
PII Polaris Inc.Reduce  $53,404
27.8%
400,032
-8.8%
5.54%
15.7%
TKR Timken Co.Add  $52,591
16.4%
647,906
10.9%
5.46%
5.3%
CR Crane CoReduce  $49,519
-1.2%
527,307
-18.3%
5.14%
-10.6%
AGCO AGCO Corp.Reduce  $39,914
-14.0%
277,858
-38.3%
4.14%
-22.2%
CLH Clean Harbors Inc.Reduce  $34,294
-10.4%
407,973
-18.9%
3.56%
-18.9%
MUSA Murphy USA Inc.Reduce  $32,536
5.8%
225,071
-4.2%
3.38%
-4.2%
SAFM Sanderson Farms Inc.Reduce  $32,223
11.0%
206,848
-5.8%
3.34%
0.5%
SCL Stepan CoAdd  $31,092
31.3%
244,607
23.2%
3.23%
18.8%
TMX Terminix Global Holdin...Add  $30,874
-4.9%
647,666
1.8%
3.20%
-13.9%
NGVT Ingevity CorpAdd  $30,676
12.5%
406,137
12.8%
3.18%
1.9%
EPAC Enerpac Tool GroupAdd  $24,579
40.0%
941,005
21.2%
2.55%
26.7%
HRC Hill-Rom Holdings Inc.Add  $23,351
17.3%
211,359
4.1%
2.42%
6.2%
BDC Belden IncReduce  $21,986
-4.8%
495,507
-10.1%
2.28%
-13.8%
DORM Dorman Products IncAdd  $21,622
38.1%
210,655
16.8%
2.24%
25.0%
BR Broadridge Financial S...Add  $21,076
22.1%
137,659
22.1%
2.19%
10.5%
FTDR Frontdoor IncAdd  $18,625
8.1%
346,509
1.0%
1.93%
-2.2%
KOP Koppers Holdings Inc.Reduce  $17,838
2.9%
513,167
-7.8%
1.85%
-6.9%
MGPI MGP Ingredients IncReduce  $15,782
24.2%
266,819
-1.2%
1.64%
12.4%
CASS Cass Information Syste...New  $13,102283,1601.36%
AWI Armstrong World Indust...Add  $12,378
36.3%
137,395
12.6%
1.28%
23.3%
UNVR Univar Solutions USA Inc.Add  $11,916
86.6%
553,196
64.7%
1.24%
69.0%
WU Western Union Co.Add  $10,675
68.5%
432,902
50.0%
1.11%
52.6%
WSO Watsco IncAdd  $10,567
32.1%
40,525
14.8%
1.10%
19.6%
FHN First Horizon CorporationAdd  $10,074
36.2%
595,747
2.8%
1.04%
23.2%
MOH Molina Healthcare IncReduce  $8,893
-5.1%
38,044
-13.7%
0.92%
-14.1%
SEIC SEI Investments CoAdd  $7,527
14.8%
123,534
8.3%
0.78%
3.9%
WRK WestRock CoReduce  $6,934
3.3%
133,211
-13.6%
0.72%
-6.5%
IEX IDEX Corp.Reduce  $5,872
-9.0%
28,051
-13.4%
0.61%
-17.7%
TSCO Tractor Supply Co.  $354
26.0%
2,0000.0%0.04%
15.6%
IWM Russell 2000 Index FundSold out  $0-1,784-0.04%
EGOV NIC IncSold out  $0-61,978-0.18%
KN Knowles CorporationSold out  $0-323,735-0.68%
HBI Hanesbrands Inc.Sold out  $0-514,104-0.86%
CNC Centene Corp.Sold out  $0-140,436-0.97%
AEGN Aegion Corp.Sold out  $0-641,969-1.40%