$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 10.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DY | Sell | Dycom Industries Inc | $54,528 | +1.0% | 581,575 | -23.3% | 5.45% | -4.4% |
| BCO | Sell | The Brink's Co. | $53,136 | +0.8% | 810,377 | -2.7% | 5.31% | -4.6% |
| CCMP | Sell | CMC Materials Inc | $47,324 | +47.7% | 246,877 | -5.0% | 4.73% | +39.8% |
| CR | Sell | Crane Co | $46,549 | +0.8% | 457,575 | -6.1% | 4.66% | -4.6% |
| MGPI | Sell | MGP Ingredients Inc | $45,991 | +24.6% | 541,131 | -4.6% | 4.60% | +17.9% |
| DORM | Sell | Dorman Products Inc | $38,161 | +18.8% | 337,681 | -0.5% | 3.82% | +12.5% |
| MUSA | Sell | Murphy USA Inc. | $36,984 | -13.3% | 185,627 | -27.2% | 3.70% | -17.9% |
| BDC | Sell | Belden Inc | $27,202 | +1.6% | 413,839 | -10.0% | 2.72% | -3.9% |
| CLH | Sell | Clean Harbors Inc. | $20,892 | -24.5% | 209,401 | -21.4% | 2.09% | -28.5% |
| AWI | Sell | Armstrong World Industries Inc | $11,693 | -4.6% | 100,694 | -21.6% | 1.17% | -9.7% |
| WSO | Sell | Watsco Inc | $11,143 | +5.0% | 35,615 | -11.2% | 1.11% | -0.6% |
| BR | Sell | Broadridge Financial Solutions | $10,700 | -19.3% | 58,529 | -26.4% | 1.07% | -23.6% |
| WU | Sell | Western Union Co. | $7,772 | -23.0% | 435,664 | -12.7% | 0.78% | -27.1% |
| FHN | Sell | First Horizon Corporation | $7,731 | -11.5% | 473,405 | -11.7% | 0.77% | -16.3% |
| WRK | Sell | WestRock Co | $7,153 | -21.8% | 161,254 | -12.1% | 0.72% | -26.0% |
| SEIC | Sell | SEI Investments Co | $6,644 | -8.8% | 109,018 | -11.3% | 0.66% | -13.8% |
| MOH | Sell | Molina Healthcare Inc | $4,697 | -14.3% | 14,766 | -26.9% | 0.47% | -18.8% |
| TSCO | Exit | Tractor Supply Co. | $0 | – | -2,000 | -100.0% | -0.04% | – |
| HRC | Exit | Hill-Rom Holdings Inc. | $0 | – | -158,541 | -100.0% | -2.51% | – |
Source
Signed by
- W. Bradley Clayton — Senior Compliance Officer
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