Southernsun Asset Management, LLC
All holdings · as of Mar 31, 2026
| 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% |
| BROADRIDGE FINANCIAL SOLUTIONS INC | $7.35M | 1.1% |
| Watsco, Inc. | $6.78M | 1.0% |
| Valmont Industries Inc | $6.63M | 1.0% |
| SEI INVESTMENTS CO | $5.29M | 0.8% |
| OSHKOSH CORP | $4.56M | 0.7% |
| FLOOR & DECOR HOLDINGS INC | $4.44M | 0.6% |