EdgeMarket › What Southernsun Asset Management, Llc reported owning
What Southernsun Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
689.9MPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DAR DARLING INGREDIENTS INC. | 48.2M | 7.0% | 780.1K | 65.74 | +113.4% |
| MUSA Murphy USA Inc. | 41.9M | 6.1% | 84.8K | 569.72 | +44.5% |
| BOOT Boot Barn Holdings, Inc. | 39.9M | 5.8% | 272.3K | 165.57 | -1.9% |
| LPX LOUISIANA-PACIFIC CORP | 35.3M | 5.1% | 485.9K | 73.18 | -21.2% |
| EXTR EXTREME NETWORKS INC | 34.7M | 5.0% | 2.3M | 23.02 | +15.7% |
| LOB Live Oak Bancshares, Inc. | 34.2M | 5.0% | 1.0M | 40.98 | +17.2% |
| USPH U S PHYSICAL THERAPY INC /NV | 33.0M | 4.8% | 439.9K | 78.21 | -7.0% |
| BCO BRINKS CO | 32.8M | 4.8% | 316.6K | 111.43 | +1.5% |
| CXT Crane NXT, Co. | 31.8M | 4.6% | 783.8K | 50.20 | -16.6% |
| BDC BELDEN INC. | 29.7M | 4.3% | 258.4K | 122.46 | -0.7% |
| AGCO AGCO CORP /DE | 28.7M | 4.2% | 247.3K | 106.81 | -5.4% |
| MSA MSA Safety Inc | 28.0M | 4.1% | 170.5K | 189.43 | +11.1% |
| AWI ARMSTRONG WORLD INDUSTRIES INC | 27.7M | 4.0% | 168.3K | 178.54 | -7.9% |
| DORM Dorman Products, Inc. | 25.7M | 3.7% | 246.5K | 132.12 | -14.2% |
| EPAC ENERPAC TOOL GROUP CORP | 24.2M | 3.5% | 664.9K | 37.25 | -11.2% |
| MOD MODINE MANUFACTURING CO | 23.9M | 3.5% | 110.3K | 197.68 | +46.5% |
| CSW CSW INDUSTRIALS, INC. | 23.0M | 3.3% | 88.3K | 330.09 | +25.9% |
| SCL STEPAN CO | 18.9M | 2.7% | 378.8K | 63.63 | +28.1% |
| NGVT Ingevity Corp | 17.9M | 2.6% | 251.1K | 70.27 | +28.4% |
| SAM BOSTON BEER CO INC | 17.2M | 2.5% | 74.8K | 185.95 | -14.8% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 15.2M | 2.2% | 47.1K | 285.83 | +93.5% |
| KAI KADANT INC | 12.6M | 1.8% | 43.0K | 313.41 | -5.2% |
| THO THOR INDUSTRIES INC | 10.5M | 1.5% | 131.1K | 79.49 | -24.8% |
| APG APi Group Corp | 10.3M | 1.5% | 255.3K | 41.16 | +16.2% |
| GNRC GENERAC HOLDINGS INC. | 9.5M | 1.4% | 48.7K | 205.98 | +8.6% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 7.4M | 1.1% | 45.3K | 182.18 | -30.4% |
| WSO WATSCO INC | 6.8M | 1.0% | 18.6K | 311.94 | -25.5% |
| VMI VALMONT INDUSTRIES INC | 6.6M | 1.0% | 16.6K | 485.83 | +33.4% |
| SEIC SEI INVESTMENTS CO | 5.3M | 0.8% | 67.4K | 109.53 | +23.9% |
| OSK OSHKOSH CORP | 4.6M | 0.7% | 31.0K | 157.09 | +14.2% |
| FND Floor & Decor Holdings, Inc. | 4.4M | 0.6% | 87.4K | 54.26 | -33.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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