Institutions / Southernsun Asset Management, LLC
Southernsun Asset Management, LLC
CIK 1089755 · Institution · as of Mar 31, 2026
Portfolio value
$689.91M
Positions
31
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$689.91M-3.7%Positions
31-3.1%Top holdings
Mar 31, 2026View all 31 →
| Company | Value | % of portfolio |
|---|---|---|
| Darling Ingredients Inc. | $48.25M | 7.0% |
| Murphy USA Inc. | $41.89M | 6.1% |
| Boot Barn Holdings, Inc. | $39.86M | 5.8% |
| Louisiana-Pacific Corp | $35.35M | 5.1% |
| Extreme Networks Inc | $34.65M | 5.0% |
| Live Oak Bancshares, Inc. | $34.18M | 5.0% |
| U S Physical Therapy Inc /Nv | $32.98M | 4.8% |
| Brinks Co | $32.81M | 4.8% |
| Crane NXT, Co. | $31.81M | 4.6% |
| Belden Inc. | $29.67M | 4.3% |
| Agco Corp /De | $28.65M | 4.2% |
| MSA Safety Inc | $27.96M | 4.1% |
| Armstrong World Industries Inc | $27.73M | 4.0% |
| Dorman Products, Inc. | $25.73M | 3.7% |
| Enerpac Tool Group Corp | $24.25M | 3.5% |
| Modine Manufacturing Co | $23.90M | 3.5% |
| Csw Industrials, Inc. | $23.02M | 3.3% |
| Stepan Co | $18.93M | 2.7% |
| Ingevity Corp | $17.88M | 2.6% |
| Boston Beer Co Inc | $17.24M | 2.5% |
| Advanced Energy Industries Inc | $15.20M | 2.2% |
| Kadant Inc | $12.58M | 1.8% |
| Thor Industries Inc | $10.47M | 1.5% |
| APi Group Corp | $10.34M | 1.5% |
| Generac Holdings Inc. | $9.52M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Modine Manufacturing Co Common stock | $-29.93M | -138K -55.60% | 110,286 3.46% of portfolio | medium |
| Q1 2026 as of | Trim | Advanced Energy Industries Inc Common stock | $-24.64M | -76K -61.84% | 47,108 2.20% of portfolio | medium |
| Q1 2026 as of | Trim | Darling Ingredients Inc. Common stock | $-21.94M | -355K -31.26% | 780,110 6.99% of portfolio | medium |
| Q1 2026 as of | Add | Boot Barn Holdings, Inc. Common stock | $11.58M | +79K +40.95% | 272,348 5.78% of portfolio | medium |
| Q1 2026 as of | Trim | Brinks Co Common stock | $-10.30M | -99K -23.88% | 316,643 4.76% of portfolio | medium |
| Q1 2026 as of | Add | Dorman Products, Inc. Common stock | $5.84M | +56K +29.36% | 246,521 3.73% of portfolio | medium |
| Q1 2026 as of | Add | Csw Industrials, Inc. Common stock | $5.63M | +22K +32.34% | 88,336 3.34% of portfolio | medium |
| Q1 2026 as of | Add | Extreme Networks Inc Common stock | $4.93M | +327K +16.59% | 2,297,933 5.02% of portfolio | low |
| Q1 2026 as of | Add | Crane NXT, Co. Common stock | $4.69M | +116K +17.30% | 783,808 4.61% of portfolio | low |
| Q1 2026 as of | Trim | Murphy USA Inc. Common stock | $-3.72M | -8K -8.16% | 84,797 6.07% of portfolio | low |