Southernsun Asset Management, LLC Top Holdings and 13F Report (2025) About Southernsun Asset Management, LLCInvestment ActivitySouthernsun Asset Management, LLC has $690.78 million in total holdings as of March 31, 2025.Southernsun Asset Management, LLC owns shares of 30 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.77% of the portfolio was purchased this quarter.About 9.85% of the portfolio was sold this quarter.This quarter, Southernsun Asset Management, LLC has purchased 30 new stocks and bought additional shares in 10 stocks.Southernsun Asset Management, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Brink's $49,087,937Darling Ingredients $44,902,220Belden $44,558,628Louisiana-Pacific $42,135,210U.S. Physical Therapy $39,350,236 Largest New Holdings this Quarter 607828100 - Modine Manufacturing $18,062,652 Holding30226D106 - Extreme Networks $7,731,890 Holding Largest Purchases this Quarter Modine Manufacturing 235,344 shares (about $18.06M)Extreme Networks 584,421 shares (about $7.73M)Boot Barn 47,999 shares (about $5.16M)Advanced Energy Industries 34,696 shares (about $3.31M)Oxford Industries 36,303 shares (about $2.13M) Largest Sales this Quarter Dycom Industries 43,318 shares (about $6.60M)Enerpac Tool Group 146,179 shares (about $6.56M)Timken 72,877 shares (about $5.24M)Darling Ingredients 129,721 shares (about $4.05M)Dorman Products 30,755 shares (about $3.71M) 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$49,087,937$2,404,122 ▼-4.7%569,7307.1%Business ServicesDARDarling Ingredients$44,902,220$4,052,484 ▼-8.3%1,437,3316.5%Consumer StaplesBDCBelden$44,558,628$3,051,109 ▼-6.4%444,4756.5%IndustrialsLPXLouisiana-Pacific$42,135,210$2,416,499 ▼-5.4%458,0916.1%ConstructionUSPHU.S. Physical Therapy$39,350,236$2,025,863 ▼-4.9%543,8125.7%MedicalBOOTBoot Barn$37,491,781$5,156,533 ▲15.9%348,9885.4%Retail/WholesaleAGCOAGCO$37,007,079$942,640 ▼-2.5%399,7745.4%IndustrialsAWIArmstrong World Industries$32,970,851$2,081,079 ▼-5.9%234,0354.8%ConstructionTKRTimken$32,158,016$5,237,670 ▼-14.0%447,4474.7%Computer and TechnologyEPACEnerpac Tool Group$31,277,065$6,557,590 ▼-17.3%697,2154.5%IndustrialsMUSAMurphy USA$30,940,277$1,855,280 ▼-5.7%65,8574.5%Retail/WholesaleDYDycom Industries$27,374,279$6,599,064 ▼-19.4%179,6924.0%ConstructionDORMDorman Products$26,830,999$3,707,208 ▼-12.1%222,5903.9%Auto/Tires/TrucksSAMBoston Beer$26,374,385$2,757,408 ▼-9.5%110,4273.8%Consumer StaplesNGVTIngevity$24,234,860$2,943,279 ▼-10.8%612,1463.5%Basic MaterialsLOBLive Oak Bancshares$23,245,760$2,005,205 ▲9.4%871,9343.4%FinanceSCLStepan$20,695,535$422,487 ▼-2.0%376,0093.0%Basic MaterialsMODModine Manufacturing$18,062,652$18,062,652 ▲New Holding235,3442.6%Auto/Tires/TrucksOXMOxford Industries$17,254,260$2,129,897 ▲14.1%294,0902.5%Consumer DiscretionaryAEISAdvanced Energy Industries$14,331,193$3,306,876 ▲30.0%150,3642.1%Computer and TechnologyTHOTHOR Industries$12,297,519$769,471 ▼-5.9%162,2151.8%ConstructionBRBroadridge Financial Solutions$11,503,272$311,561 ▼-2.6%47,4441.7%Business ServicesEXTRExtreme Networks$7,731,890$7,731,890 ▲New Holding584,4211.1%Computer and TechnologyWSOWatsco$7,249,883$1,228,561 ▼-14.5%14,2631.0%ConstructionAPGAPi Group$6,629,475$13,052 ▲0.2%185,3881.0%Business ServicesGNRCGenerac$6,408,110$763,573 ▲13.5%50,5970.9%IndustrialsVMIValmont Industries$6,056,693$10,273 ▲0.2%21,2240.9%IndustrialsSEICSEI Investments$5,188,479$14,517 ▲0.3%66,8360.8%FinanceFNDFloor & Decor$4,052,550$631,126 ▲18.4%50,3610.6%Retail/WholesaleTREXTrex$3,375,959$6,101 ▲0.2%58,1060.5%ConstructionPIIPolaris$0$16,419,222 ▼-100.0%00.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$0$2,250,699 ▼-100.0%00.0%FinanceShowing 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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