Southernsun Asset Management, LLC Top Holdings and 13F Report (2024) About Southernsun Asset Management, LLCInvestment ActivitySouthernsun Asset Management, LLC has $843.65 million in total holdings as of September 30, 2024.Southernsun Asset Management, LLC owns shares of 29 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.39% of the portfolio was purchased this quarter.About 13.31% of the portfolio was sold this quarter.This quarter, Southernsun Asset Management, LLC has purchased 27 new stocks and bought additional shares in 9 stocks.Southernsun Asset Management, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings Brink's $59,893,656Belden $55,554,056Darling Ingredients $55,273,939MGP Ingredients $54,804,890Louisiana-Pacific $51,463,239 Largest New Holdings this Quarter Generac $6,556,501 HoldingAPi Group $5,480,594 HoldingAdvanced Energy Industries $3,575,108 Holding Largest Purchases this Quarter Generac 41,267 shares (about $6.56M)Brink's 51,128 shares (about $5.91M)Darling Ingredients 154,038 shares (about $5.72M)APi Group 165,978 shares (about $5.48M)U.S. Physical Therapy 52,062 shares (about $4.41M) Largest Sales this Quarter Boot Barn 130,250 shares (about $21.79M)Dycom Industries 89,412 shares (about $17.62M)THOR Industries 92,278 shares (about $10.14M)Polaris 106,340 shares (about $8.85M)Boston Beer 22,554 shares (about $6.52M) 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$59,893,656$5,912,442 ▲11.0%517,9327.1%Business ServicesBDCBelden$55,554,056$4,852,344 ▼-8.0%474,2946.6%Industrial ProductsDARDarling Ingredients$55,273,939$5,724,052 ▲11.6%1,487,4586.6%Consumer StaplesMGPIMGP Ingredients$54,804,890$4,840,072 ▼-8.1%658,3176.5%Consumer StaplesLPXLouisiana-Pacific$51,463,239$6,206,890 ▼-10.8%478,9066.1%ConstructionDYDycom Industries$46,624,399$17,623,105 ▼-27.4%236,5525.5%ConstructionUSPHU.S. Physical Therapy$46,302,004$4,406,007 ▲10.5%547,1115.5%MedicalBOOTBoot Barn$43,869,180$21,788,220 ▼-33.2%262,2505.2%Retail/WholesaleTKRTimken$42,074,702$618,520 ▼-1.4%499,1665.0%Computer and TechnologyEPACEnerpac Tool Group$40,146,790$6,495,673 ▼-13.9%958,3864.8%Industrial ProductsAGCOAGCO$37,817,410$3,268,230 ▼-8.0%386,4444.5%Industrial ProductsSAMBoston Beer$34,728,027$6,521,264 ▼-15.8%120,1084.1%Consumer StaplesLOBLive Oak Bancshares$34,226,104$4,675,182 ▼-12.0%722,5274.1%FinanceDORMDorman Products$34,050,477$4,435,209 ▼-11.5%301,0124.0%Auto/Tires/TrucksMUSAMurphy USA$33,403,771$2,931,098 ▼-8.1%67,7744.0%Oils/EnergyAWIArmstrong World Industries$32,534,576$2,732,430 ▼-7.7%247,5433.9%ConstructionNGVTIngevity$26,259,441$2,249,325 ▼-7.9%673,3193.1%Basic MaterialsSCLStepan$23,904,781$2,371,807 ▲11.0%309,4472.8%Basic MaterialsPIIPolaris$19,309,100$8,851,742 ▼-31.4%231,9692.3%Auto/Tires/TrucksTHOTHOR Industries$18,236,575$10,140,429 ▼-35.7%165,9532.2%ConstructionBRBroadridge Financial Solutions$10,359,500$7,526 ▲0.1%48,1771.2%Business ServicesWSOWatsco$8,110,609$287,750 ▼-3.4%16,4891.0%ConstructionGNRCGenerac$6,556,501$6,556,501 ▲New Holding41,2670.8%Industrial ProductsVMIValmont Industries$6,073,293$566,562 ▲10.3%20,9460.7%Industrial ProductsAPGAPi Group$5,480,594$5,480,594 ▲New Holding165,9780.6%Business ServicesFNDFloor & Decor$4,664,570$1,862,426 ▲66.5%37,5660.6%Retail/WholesaleSEICSEI Investments$4,537,549$4,497 ▲0.1%65,5810.5%FinanceTREXTrex$3,817,897$592,828 ▲18.4%57,3430.5%ConstructionAEISAdvanced Energy Industries$3,575,108$3,575,108 ▲New Holding33,9710.4%Computer and TechnologyIEXIDEX$0$3,753,386 ▼-100.0%00.0%Industrial ProductsShowing 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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