Southernsun Asset Management, LLC Top Holdings and 13F Report (2026) About Southernsun Asset Management, LLCInvestment ActivitySouthernsun Asset Management, LLC has $689.91 million in total holdings as of March 31, 2026.Southernsun Asset Management, LLC owns shares of 31 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 5.80% of the portfolio was purchased this quarter.About 16.07% of the portfolio was sold this quarter.This quarter, Southernsun Asset Management, LLC has purchased 32 new stocks and bought additional shares in 15 stocks.Southernsun Asset Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Darling Ingredients $48,249,804Murphy USA $41,887,174Boot Barn $39,860,853Louisiana-Pacific $35,346,970Extreme Networks $34,652,830 Largest Purchases this Quarter Boot Barn 79,127 shares (about $11.58M)Dorman Products 55,948 shares (about $5.84M)CSW Industrials 21,588 shares (about $5.63M)Extreme Networks 327,047 shares (about $4.93M)Crane NXT 115,598 shares (about $4.69M) Largest Sales this Quarter Modine Manufacturing 138,122 shares (about $29.93M)Advanced Energy Industries 76,342 shares (about $24.64M)Darling Ingredients 354,737 shares (about $21.94M)Brink's 99,349 shares (about $10.30M)Murphy USA 7,531 shares (about $3.72M) 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$48,249,804$21,940,484 â–¼-31.3%780,1107.0%Consumer StaplesMUSAMurphy USA$41,887,174$3,720,088 â–¼-8.2%84,7976.1%Retail/WholesaleBOOTBoot Barn$39,860,853$11,581,028 â–²41.0%272,3485.8%Retail/WholesaleLPXLouisiana-Pacific$35,346,970$2,081,741 â–²6.3%485,8695.1%ConstructionEXTRExtreme Networks$34,652,830$4,931,869 â–²16.6%2,297,9335.0%Computer and TechnologyLive Oak Bancshares Inc$34,179,135$146,533 â–²0.4%1,033,5395.0%COMUSPHU.S. Physical Therapy$32,975,204$2,970,815 â–¼-8.3%439,9044.8%MedicalBCOBrink's$32,813,714$10,295,537 â–¼-23.9%316,6434.8%Business ServicesCXTCrane NXT$31,814,767$4,692,123 â–²17.3%783,8084.6%Business ServicesBDCBelden$29,669,442$2,595,044 â–¼-8.0%258,3774.3%IndustrialsAGCOAGCO$28,651,870$2,641,720 â–¼-8.4%247,2764.2%IndustrialsMSAMSA Safety Incorporporated$27,956,754$2,483,351 â–¼-8.2%170,5204.1%IndustrialsAWIArmstrong World Industries$27,732,214$252,638 â–²0.9%168,2784.0%ConstructionDORMDorman Products$25,726,932$5,838,733 â–²29.4%246,5213.7%Auto/Tires/TrucksEPACEnerpac Tool Group$24,247,955$2,341,082 â–²10.7%664,8743.5%IndustrialsMODModine Manufacturing$23,900,079$29,932,419 â–¼-55.6%110,2863.5%Auto/Tires/TrucksCSW Industrials$23,018,595$5,625,401 â–²32.3%88,3363.3%COMSCLStepan$18,932,374$1,447,821 â–¼-7.1%378,7992.7%Basic MaterialsNGVTIngevity$17,882,363$1,563,783 â–¼-8.0%251,0512.6%Basic MaterialsSAMBoston Beer$17,237,606$163,123 â–¼-0.9%74,8162.5%Consumer StaplesAEISAdvanced Energy Industries$15,202,223$24,636,327 â–¼-61.8%47,1082.2%Computer and TechnologyKAIKadant$12,576,312$589,085 â–¼-4.5%43,0181.8%IndustrialsTHOThor Industries$10,474,138$908,110 â–¼-8.0%131,1071.5%Auto/Tires/TrucksAPGAPi Group$10,344,675$102,394 â–²1.0%255,2981.5%Business ServicesGNRCGenerac$9,520,970$1,362,231 â–¼-12.5%48,7431.4%IndustrialsBRBroadridge Financial Solutions$7,352,870$73,766 â–²1.0%45,2541.1%Computer and TechnologyWSOWatsco$6,783,228$68,393 â–²1.0%18,6461.0%ConstructionVMIValmont Industries$6,631,663$1,450,839 â–¼-18.0%16,5971.0%IndustrialsSEICSEI Investments$5,289,113$71,643 â–²1.4%67,4030.8%FinanceOSKOshkosh$4,560,566$1,593,401 â–²53.7%30,9800.7%Auto/Tires/TrucksFNDFloor & Decor$4,438,599$602,336 â–²15.7%87,3740.6%Retail/WholesaleIWMiShares Russell 2000 ETF$0$2,166,208 â–¼-100.0%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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