SouthernSun Asset Management Q4 2021 holdings

$1 Billion is the total value of SouthernSun Asset Management's 33 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.3% .

 Value Shares↓ Weighting
DAR BuyDarling Ingredients Inc.$69,539
+0.9%
1,003,591
+4.7%
6.95%
-4.5%
THO BuyThor Industries Inc.$54,781
-11.7%
527,911
+4.5%
5.48%
-16.4%
TKR BuyTimken Co.$53,592
+22.2%
773,441
+15.4%
5.36%
+15.7%
UNVR BuyUnivar Solutions USA Inc.$52,786
+27.7%
1,861,957
+7.3%
5.28%
+20.9%
PII BuyPolaris Inc.$49,639
+10.1%
451,637
+19.9%
4.96%
+4.2%
AGCO BuyAGCO Corp.$44,443
+23.6%
383,059
+30.6%
4.44%
+17.0%
TMX BuyTerminix Global Holdings Inc.$41,323
+19.1%
913,609
+9.7%
4.13%
+12.7%
SCL BuyStepan Co$38,374
+16.0%
308,744
+5.4%
3.84%
+9.8%
SAFM BuySanderson Farms Inc.$37,476
+26.8%
196,127
+24.9%
3.75%
+20.0%
MBUU BuyMalibu Boats Inc$30,657
+9.8%
446,050
+11.8%
3.06%
+4.0%
NGVT BuyIngevity Corp$28,716
+9.2%
400,496
+8.7%
2.87%
+3.3%
EPAC BuyEnerpac Tool Group$27,461
+34.6%
1,354,093
+37.6%
2.75%
+27.4%
KOP BuyKoppers Holdings Inc.$19,848
+1.0%
634,118
+0.8%
1.98%
-4.4%
IEX BuyIDEX Corp.$6,955
+21.6%
29,431
+6.5%
0.70%
+15.1%
SAM NewThe Boston Beer Co Inc$5,70511,294
+100.0%
0.57%
IWM NewRussell 2000 Index Fund$4822,169
+100.0%
0.05%
Signed by
  • W. Bradley Clayton — Senior Compliance Officer

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