Southernsun Asset Management, LLC Top Holdings and 13F Report (2025) About Southernsun Asset Management, LLCInvestment ActivitySouthernsun Asset Management, LLC has $802.71 million in total holdings as of December 31, 2024.Southernsun Asset Management, LLC owns shares of 30 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.76% of the portfolio was purchased this quarter.About 8.48% of the portfolio was sold this quarter.This quarter, Southernsun Asset Management, LLC has purchased 29 new stocks and bought additional shares in 25 stocks.Southernsun Asset Management, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Brink's $55,442,413Belden $53,479,626Darling Ingredients $52,793,982U.S. Physical Therapy $50,725,176Louisiana-Pacific $50,155,789 Largest New Holdings this Quarter Oxford Industries $20,308,460 HoldingiShares Russell 2000 ETF $2,250,699 Holding Largest Purchases this Quarter Oxford Industries 257,787 shares (about $20.31M)Advanced Energy Industries 81,697 shares (about $9.45M)Brink's 79,701 shares (about $7.39M)Boot Barn 38,739 shares (about $5.88M)Stepan 74,238 shares (about $4.80M) Largest Sales this Quarter Dorman Products 47,667 shares (about $6.18M)Enerpac Tool Group 114,992 shares (about $4.73M)Dycom Industries 13,542 shares (about $2.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSouthernsun Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBCOBrink's$55,442,413$7,393,862 ▲15.4%597,6336.9%Business ServicesBDCBelden$53,479,626$69,368 ▲0.1%474,9106.7%Industrial ProductsDARDarling Ingredients$52,793,982$2,681,522 ▲5.4%1,567,0526.6%Consumer StaplesUSPHU.S. Physical Therapy$50,725,176$2,190,960 ▲4.5%571,8096.3%MedicalLPXLouisiana-Pacific$50,155,789$565,072 ▲1.1%484,3636.2%ConstructionBOOTBoot Barn$45,696,150$5,881,355 ▲14.8%300,9895.7%Retail/WholesaleDYDycom Industries$38,817,121$2,357,121 ▼-5.7%223,0104.8%ConstructionAGCOAGCO$38,322,780$2,197,995 ▲6.1%409,9574.8%Industrial ProductsTKRTimken$37,135,524$1,510,046 ▲4.2%520,3244.6%Computer and TechnologySAMBoston Beer$36,589,161$559,163 ▲1.6%121,9724.6%Consumer StaplesAWIArmstrong World Industries$35,163,893$178,641 ▲0.5%248,8074.4%ConstructionMUSAMurphy USA$35,025,161$1,019,556 ▲3.0%69,8064.4%Retail/WholesaleEPACEnerpac Tool Group$34,655,059$4,725,021 ▼-12.0%843,3944.3%Industrial ProductsDORMDorman Products$32,820,845$6,175,260 ▼-15.8%253,3454.1%Auto/Tires/TrucksLOBLive Oak Bancshares$31,510,276$2,934,333 ▲10.3%796,7203.9%FinanceNGVTIngevity$27,974,468$536,718 ▲2.0%686,4903.5%Basic MaterialsSCLStepan$24,824,420$4,803,199 ▲24.0%383,6853.1%Basic MaterialsOXMOxford Industries$20,308,460$20,308,460 ▲New Holding257,7872.5%Consumer DiscretionaryTHOTHOR Industries$16,497,054$613,693 ▲3.9%172,3652.1%ConstructionPIIPolaris$16,419,222$3,053,168 ▲22.8%284,9572.0%Auto/Tires/TrucksAEISAdvanced Energy Industries$13,374,691$9,446,624 ▲240.5%115,6681.7%Computer and TechnologyBRBroadridge Financial Solutions$11,017,140$124,802 ▲1.1%48,7291.4%Business ServicesWSOWatsco$7,904,485$90,513 ▲1.2%16,6801.0%ConstructionGNRCGenerac$6,910,268$511,820 ▲8.0%44,5680.9%Industrial ProductsAPGAPi Group$6,655,277$685,049 ▲11.5%185,0230.8%Business ServicesVMIValmont Industries$6,497,724$74,214 ▲1.2%21,1880.8%Industrial ProductsSEICSEI Investments$5,497,210$88,089 ▲1.6%66,6490.7%FinanceFNDFloor & Decor$4,239,045$493,714 ▲13.2%42,5180.5%Retail/WholesaleTREXTrex$4,003,809$45,422 ▲1.1%58,0010.5%ConstructionIWMiShares Russell 2000 ETF$2,250,699$2,250,699 ▲New Holding10,1860.3%FinanceMGPIMGP Ingredients$0$54,804,890 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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