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Southernsun Asset Management, Llc

13F Holdings
Filed: 2025-02-14
Portfolio Value
802.71M arrow_downward -4.85%
Number of Holdings
lock info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0001089755
Filing Date
2025-02-14 00:00:00
Address
240 Madison Avenue
Memphis
TN
Prior Value
843.65M
Top 10 Holdings %
lock
Portfolio Value
Southernsun Asset Management, Llc
(13F - 2024-12-31)
Brinks Co
-
2025-02-14
Value
55.44M
Shares
597.63K
Portfolio %
6.91%
Belden Inc
-
2025-02-14
Value
53.48M
Shares
474.91K
Portfolio %
6.66%
Darling Ingredients Inc
-
2025-02-14
Value
52.79M
Shares
1.57M
Portfolio %
6.58%
U S Physical Therapy
-
2025-02-14
Value
50.73M
Shares
571.81K
Portfolio %
6.32%
Louisiana Pac Corp
-
2025-02-14
Value
50.16M
Shares
484.36K
Portfolio %
6.25%
Boot Barn Hldgs Inc
-
2025-02-14
Value
45.70M
Shares
300.99K
Portfolio %
5.69%
Dycom Inds Inc
-
2025-02-14
Value
38.82M
Shares
223.01K
Portfolio %
4.84%
Agco Corp
-
2025-02-14
Value
38.32M
Shares
409.96K
Portfolio %
4.77%
Timken Co
-
2025-02-14
Value
37.14M
Shares
520.32K
Portfolio %
4.63%
Boston Beer Inc
-
2025-02-14
Value
36.59M
Shares
121.97K
Portfolio %
4.56%
Top Increases | Southernsun Asset Management, Llc
(2024-09-30 → 2024-12-31)
Advanced Energy Inds
-
2025-02-14
Value Change
arrow_upward 9.80M
Shares
arrow_upward 81.70K
Portfolio % Change
arrow_upward 1.24%
Portfolio %
1.67%
U S Physical Therapy
-
2025-02-14
Value Change
arrow_upward 4.42M
Shares
arrow_upward 24.70K
Portfolio % Change
arrow_upward 0.83%
Portfolio %
6.32%
Armstrong World Inds Inc New
-
2025-02-14
Value Change
arrow_upward 2.63M
Shares
arrow_upward 1.26K
Portfolio % Change
arrow_upward 0.52%
Portfolio %
4.38%
Boot Barn Hldgs Inc
-
2025-02-14
Value Change
arrow_upward 1.83M
Shares
arrow_upward 38.74K
Portfolio % Change
arrow_upward 0.49%
Portfolio %
5.69%
Boston Beer Inc
-
2025-02-14
Value Change
arrow_upward 1.86M
Shares
arrow_upward 1.86K
Portfolio % Change
arrow_upward 0.44%
Portfolio %
4.56%
Murphy Usa Inc
-
2025-02-14
Value Change
arrow_upward 1.62M
Shares
arrow_upward 2.03K
Portfolio % Change
arrow_upward 0.40%
Portfolio %
4.36%
Ingevity Corp
-
2025-02-14
Value Change
arrow_upward 1.72M
Shares
arrow_upward 13.17K
Portfolio % Change
arrow_upward 0.37%
Portfolio %
3.49%
Agco Corp
-
2025-02-14
Value Change
arrow_upward 505.37K
Shares
arrow_upward 23.51K
Portfolio % Change
arrow_upward 0.29%
Portfolio %
4.77%
Stepan Co
-
2025-02-14
Value Change
arrow_upward 919.64K
Shares
arrow_upward 74.24K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
3.09%
Api Group Corp
-
2025-02-14
Value Change
arrow_upward 1.17M
Shares
arrow_upward 19.05K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
0.83%
Top Decreases | Southernsun Asset Management, Llc
(2024-09-30 → 2024-12-31)
Floor & Decor Hldgs Inc
-
2025-02-14
Value Change
arrow_downward -425525.00
Shares
arrow_downward 4.95K
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.53%
Thor Inds Inc
-
2025-02-14
Value Change
arrow_downward -1739521.00
Shares
arrow_downward 6.41K
Portfolio % Change
arrow_downward 0.11%
Portfolio %
2.06%
Live Oak Bancshares Inc
-
2025-02-14
Value Change
arrow_downward -2715828.00
Shares
arrow_downward 74.19K
Portfolio % Change
arrow_downward 0.13%
Portfolio %
3.93%
Brinks Co
-
2025-02-14
Value Change
arrow_downward -4451243.00
Shares
arrow_downward 79.70K
Portfolio % Change
arrow_downward 0.19%
Portfolio %
6.91%
Polaris Inc
-
2025-02-14
Value Change
arrow_downward -2889878.00
Shares
arrow_downward 52.99K
Portfolio % Change
arrow_downward 0.24%
Portfolio %
2.05%
Timken Co
-
2025-02-14
Value Change
arrow_downward -4939178.00
Shares
arrow_downward 21.16K
Portfolio % Change
arrow_downward 0.36%
Portfolio %
4.63%
Enerpac Tool Group Corp
-
2025-02-14
Value Change
arrow_downward -5491731.00
Shares
arrow_downward -114992.00
Portfolio % Change
arrow_downward 0.44%
Portfolio %
4.32%
Dycom Inds Inc
-
2025-02-14
Value Change
arrow_downward -7807278.00
Shares
arrow_downward -13542.00
Portfolio % Change
arrow_downward 0.69%
Portfolio %
4.84%
Southernsun Asset Management, Llc (13F - 2024-12-31) Comparing to 2024-09-30
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Southernsun Asset Management, Llc
(2024-09-30 → 2024-12-31)
Oxford Inds Inc
-
2025-02-14
Value
add_circle 20.31M
Shares
257.79K
Portfolio %
2.53%
% Change
2.53%
Ishares Tr
-
2025-02-14
Value
add_circle 2.25M
Shares
10.19K
Portfolio %
0.28%
% Change
0.28%
Closed Positions | Southernsun Asset Management, Llc
(2024-09-30 → 2024-12-31)
Mgp Ingredients Inc
MGPI
2024-11-14
Value
remove_circle 54.80M
Shares
658.32K
Previous %
7.10%
% Change
-7.10%