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 10.5% .

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

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