Southernsun Asset Management, LLC Top Holdings and 13F Report (2025) About Southernsun Asset Management, LLCInvestment ActivitySouthernsun Asset Management, LLC has $712.15 million in total holdings as of June 30, 2025.Southernsun Asset Management, LLC owns shares of 31 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.07% of the portfolio was purchased this quarter.About 17.28% of the portfolio was sold this quarter.This quarter, Southernsun Asset Management, LLC has purchased 30 new stocks and bought additional shares in 14 stocks.Southernsun Asset Management, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Darling Ingredients $49,958,330Brink's $43,325,294Boot Barn $40,030,112U.S. Physical Therapy $39,713,166Louisiana-Pacific $37,256,027 Largest New Holdings this Quarter 553498106 - MSA Safety Incorporporated $23,421,532 Holding224441105 - Crane NXT $17,263,577 Holding Largest Purchases this Quarter MSA Safety Incorporporated 139,805 shares (about $23.42M)Crane NXT 320,289 shares (about $17.26M)Extreme Networks 532,582 shares (about $9.56M)Advanced Energy Industries 46,272 shares (about $6.13M)Modine Manufacturing 41,625 shares (about $4.10M) Largest Sales this Quarter Dycom Industries 105,030 shares (about $25.67M)Belden 124,059 shares (about $14.37M)Boot Barn 85,632 shares (about $13.02M)Armstrong World Industries 57,114 shares (about $9.28M)Enerpac Tool Group 205,083 shares (about $8.32M) 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 PortfolioSectorDARDarling Ingredients$49,958,330$4,574,008 ▼-8.4%1,316,7727.0%Consumer StaplesBCOBrink's$43,325,294$7,545,898 ▼-14.8%485,2206.1%Business ServicesBOOTBoot Barn$40,030,112$13,016,064 ▼-24.5%263,3565.6%Retail/WholesaleUSPHU.S. Physical Therapy$39,713,166$2,812,932 ▼-6.6%507,8415.6%MedicalLPXLouisiana-Pacific$37,256,027$2,135,218 ▼-5.4%433,2605.2%ConstructionBDCBelden$37,104,184$14,366,037 ▼-27.9%320,4165.2%IndustrialsAGCOAGCO$36,299,838$4,940,848 ▼-12.0%351,8795.1%IndustrialsMUSAMurphy USA$30,472,574$3,681,947 ▲13.7%74,9084.3%Retail/WholesaleAWIArmstrong World Industries$28,739,047$9,277,598 ▼-24.4%176,9214.0%ConstructionDORMDorman Products$27,959,560$654,444 ▲2.4%227,9253.9%Auto/Tires/TrucksTKRTimken$27,286,490$5,175,789 ▼-15.9%376,1063.8%Computer and TechnologyMODModine Manufacturing$27,281,447$4,100,063 ▲17.7%276,9693.8%Auto/Tires/TrucksLOBLive Oak Bancshares$26,811,924$828,291 ▲3.2%899,7293.8%FinanceAEISAdvanced Energy Industries$26,054,270$6,131,040 ▲30.8%196,6363.7%Computer and TechnologyMSAMSA Safety Incorporporated$23,421,532$23,421,532 ▲New Holding139,8053.3%IndustrialsNGVTIngevity$22,836,278$3,541,093 ▼-13.4%529,9673.2%Basic MaterialsSCLStepan$22,160,080$1,637,509 ▲8.0%406,0113.1%Basic MaterialsEXTRExtreme Networks$20,050,204$9,559,847 ▲91.1%1,117,0032.8%Computer and TechnologyEPACEnerpac Tool Group$19,960,874$8,318,167 ▼-29.4%492,1322.8%IndustrialsDYDycom Industries$18,246,646$25,668,281 ▼-58.5%74,6622.6%ConstructionSAMBoston Beer$17,483,348$3,587,228 ▼-17.0%91,6272.5%Consumer StaplesCXTCrane NXT$17,263,577$17,263,577 ▲New Holding320,2892.4%Business ServicesTHOThor Industries$13,702,140$704,175 ▼-4.9%154,2861.9%ConstructionBRBroadridge Financial Solutions$11,366,027$164,288 ▼-1.4%46,7681.6%Computer and TechnologyAPGAPi Group$10,049,907$585,850 ▲6.2%196,8641.4%Business ServicesGNRCGenerac$8,749,272$1,503,275 ▲20.7%61,0941.2%IndustrialsVMIValmont Industries$7,793,920$862,798 ▲12.4%23,8661.1%IndustrialsWSOWatsco$6,330,181$31,355 ▲0.5%14,3340.9%ConstructionSEICSEI Investments$6,016,127$10,244 ▲0.2%66,9500.8%FinanceFNDFloor & Decor$5,260,382$1,434,960 ▲37.5%69,2520.7%Retail/WholesaleTREXTrex$3,163,557$3,752 ▲0.1%58,1750.4%ConstructionOXMOxford Industries$0$17,254,260 ▼-100.0%00.0%Consumer DiscretionaryShowing 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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