SouthernSun Asset Management Q3 2021 13F Holdings

SouthernSun Asset Management Q3 2021 holdings
TickerName Value Shares↓ Weighting
DAR Darling Ingredients Inc.Reduce  $68,925
6.1%
958,619
-0.4%
7.28%
2.4%
THO Thor Industries Inc.Add  $62,010
19.4%
505,132
9.9%
6.55%
15.2%
DY Dycom Industries IncAdd  $54,009
5.5%
758,123
10.3%
5.70%
1.8%
BCO The Brink's Co.Add  $52,728
-12.9%
832,979
5.7%
5.57%
-16.0%
CR Crane CoReduce  $46,202
-1.8%
487,316
-4.3%
4.88%
-5.2%
PII Polaris Inc.Reduce  $45,091
-13.8%
376,826
-1.3%
4.76%
-16.8%
TKR Timken Co.Add  $43,842
-13.8%
670,164
6.1%
4.63%
-16.9%
MUSA Murphy USA Inc.Add  $42,657
28.1%
255,035
2.2%
4.51%
23.6%
UNVR Univar Solutions USA Inc.Add  $41,336
219.3%
1,735,334
226.8%
4.37%
208.2%
MGPI MGP Ingredients IncAdd  $36,920
23.3%
567,131
28.1%
3.90%
19.0%
AGCO AGCO Corp.Add  $35,943
26.3%
293,338
34.4%
3.80%
21.9%
TMX Terminix Global Holdin...Add  $34,707
5.0%
832,910
20.3%
3.67%
1.4%
SCL Stepan CoAdd  $33,072
15.9%
292,824
23.4%
3.49%
11.8%
DORM Dorman Products IncAdd  $32,124
17.1%
339,326
28.2%
3.39%
13.0%
CCMP CMC Materials IncAdd  $32,034
11.9%
259,949
36.8%
3.38%
7.9%
SAFM Sanderson Farms Inc.Reduce  $29,553
-21.5%
157,028
-21.6%
3.12%
-24.3%
MBUU Malibu Boats IncAdd  $27,911
31.9%
398,848
38.2%
2.95%
27.2%
CLH Clean Harbors Inc.Reduce  $27,668
-5.9%
266,373
-15.6%
2.92%
-9.2%
BDC Belden IncReduce  $26,782
6.0%
459,697
-8.0%
2.83%
2.2%
NGVT Ingevity CorpAdd  $26,302
-5.9%
368,532
7.2%
2.78%
-9.2%
HRC Hill-Rom Holdings Inc.Reduce  $23,781
3.2%
158,541
-21.9%
2.51%
-0.4%
EPAC Enerpac Tool GroupAdd  $20,406
-14.9%
984,362
9.3%
2.16%
-17.8%
KOP Koppers Holdings Inc.Add  $19,656
3.7%
628,783
7.3%
2.08%
0.0%
BR Broadridge Financial S...Add  $13,254
3.2%
79,535
0.0%
1.40%
-0.4%
AWI Armstrong World Indust...Reduce  $12,261
-12.5%
128,433
-1.7%
1.30%
-15.6%
WSO Watsco IncAdd  $10,614
-7.7%
40,111
0.0%
1.12%
-10.9%
WU Western Union Co.Add  $10,087
-4.1%
498,859
9.0%
1.07%
-7.4%
WRK WestRock CoAdd  $9,145
23.8%
183,532
32.2%
0.97%
19.4%
FHN First Horizon CorporationAdd  $8,737
4.9%
536,336
11.3%
0.92%
1.2%
SEIC SEI Investments CoAdd  $7,285
-4.3%
122,852
0.0%
0.77%
-7.6%
IEX IDEX Corp.Add  $5,719
-5.9%
27,635
0.0%
0.60%
-9.3%
MOH Molina Healthcare IncReduce  $5,481
-42.8%
20,201
-46.6%
0.58%
-44.8%
TSCO Tractor Supply Co.  $405
8.9%
2,0000.0%0.04%
4.9%
FTDR Frontdoor IncSold out  $0-333,340-1.82%
  • SouthernSun Asset Management Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $947 Million
  • Holdings
    33
  • Turnover
    2.9%
  • EDGAR