$829 Million is the total value of SouthernSun Asset Management's 27 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VMI | New | Valmont Industries Inc | $5,212,354 | – | 18,992 | +100.0% | 0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
About SouthernSun Asset Management
SouthernSun Asset Management is a Memphis-based investment firm that specializes in small-cap and mid-cap equities. The company was founded in 1989 by Michael Cook and was later joined by his son, Andrew Cook, who currently serves as the CEO. The firm has a team of experienced investment professionals, including Chief Investment Officer, Michael W. Cook, and Chief Operating Officer, John R. England.
SouthernSun's investment philosophy is centered around finding high-quality companies with strong management teams and sustainable competitive advantages. The firm's investment process involves in-depth research and analysis of a company's financials, industry trends, and competitive landscape. This approach has led to a track record of strong performance, with the firm's flagship fund, the SouthernSun Small Cap Fund, outperforming its benchmark index over the long term.
One of the key strengths of SouthernSun is its focus on small-cap and mid-cap companies, which are often overlooked by larger investment firms. This allows the firm to identify opportunities that others may miss and to build long-term relationships with the companies in which it invests. Additionally, SouthernSun's team-based approach to investing ensures that decisions are made collaboratively and based on a thorough understanding of each company's unique situation.
Overall, SouthernSun Asset Management is a well-respected investment firm with a strong track record of performance and a disciplined approach to investing. While past performance is not a guarantee of future results, investors looking for exposure to small-cap and mid-cap equities may want to consider SouthernSun's offerings.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Darling International | 45 | Q2 2024 | 8.1% |
| Timken Co. | 45 | Q2 2024 | 6.4% |
| AGCO Corp. | 45 | Q2 2024 | 6.1% |
| The Brink's Co. | 45 | Q2 2024 | 7.3% |
| Thor Industries, Inc. | 45 | Q2 2024 | 6.6% |
| Polaris Industries, Inc. | 45 | Q2 2024 | 5.7% |
| Broadridge Financial Solutions, Inc. | 45 | Q2 2024 | 4.0% |
| IDEX Corp. | 45 | Q2 2024 | 4.0% |
| Murphy USA Inc. | 40 | Q2 2024 | 6.1% |
| Clean Harbors, Inc. | 38 | Q4 2022 | 6.2% |
View SouthernSun Asset Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| DYCOM INDUSTRIES INC | February 12, 2021 | 663,165 | 2.1% |
| Koppers Holdings Inc. | February 12, 2021 | 556,509 | 2.6% |
| Aegion Corp | February 14, 2019 | 1,465,855 | 4.5% |
| BRINKS CO | February 14, 2019 | 1,533,901 | 3.0% |
| CLEAN HARBORS INC | February 14, 2019 | 1,454,540 | 2.6% |
| DARLING INGREDIENTS INC. | February 14, 2019 | 4,999,072 | 3.0% |
| DIEBOLD NIXDORF, Inc | February 14, 2019 | 2,022,424 | 2.7% |
| Knowles Corp | February 14, 2019 | 2,716,611 | 3.0% |
| Murphy USA Inc. | February 14, 2019 | 635,852 | 2.0% |
| TIMKEN CO | February 14, 2019 | 2,346,328 | 3.1% |
View SouthernSun Asset Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View SouthernSun Asset Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.