Southernsun Asset Management, LLC
Southernsun Asset Management, LLC reported 29 holdings worth US$743M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Southernsun Asset Management, LLC reported 29 holdings worth US$743M as of Jun 30, 2026. Largest: Extreme Networks, Inc., Louisiana-pacific Corporation and Boot Barn Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$743M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Extreme Networks, Inc. | 1.69M | US$54.6M | 7.3% |
| Louisiana-pacific Corporation | 578K | US$45.4M | 6.1% |
| Boot Barn Holdings, Inc. | 269K | US$44.1M | 5.9% |
| Murphy Usa Inc. | 79,962 | US$43.1M | 5.8% |
| Crane Nxt, Co. | 829K | US$42.4M | 5.7% |
| Darling Ingredients Inc. | 763K | US$41.7M | 5.6% |
| Live Oak Bancshares, Inc. | 935K | US$38.2M | 5.1% |
| Agco Corporation | 305K | US$36.6M | 4.9% |
| U.s. Physical Therapy, Inc. | 528K | US$36.2M | 4.9% |
| Dorman Products, Inc. | 263K | US$35.9M | 4.8% |
| Msa Safety Incorporated | 200K | US$34.9M | 4.7% |
| Armstrong World Industries Inc | 201K | US$32.2M | 4.3% |
| Enerpac Tool Group Corp. | 850K | US$30.5M | 4.1% |
| Brinks Company (the) | 321K | US$30.3M | 4.1% |
| Csw Industrials, Inc. | 94,698 | US$26.4M | 3.5% |
| Boston Beer Company, Inc. (the) | 132K | US$23.3M | 3.1% |
| Modine Manufacturing Company | 76,603 | US$20.5M | 2.8% |
| Ingevity Corporation | 244K | US$18.2M | 2.5% |
| Thor Industries, Inc. | 239K | US$18M | 2.4% |
| Kadant Inc | 48,681 | US$15.3M | 2.1% |
| Advanced Energy Industries, Inc. | 38,683 | US$14.4M | 1.9% |
| Generac Holdings Inc. | 40,377 | US$11.8M | 1.6% |
| Api Group Corporation | 245K | US$10.4M | 1.4% |
| Valmont Industries, Inc. | 13,601 | US$7.86M | 1.1% |
| Watsco, Inc. | 17,853 | US$7.44M | 1.0% |
| Oshkosh Corporation (holding Company) | 43,332 | US$6.65M | 0.90% |
| Broadridge Financial Solutions, Inc. | 43,396 | US$5.94M | 0.80% |
| Sei Investments Company | 63,671 | US$5.58M | 0.75% |
| Floor & Decor Holdings, Inc. | 83,711 | US$4.97M | 0.67% |
| Belden Inc | 0 | US$0 | 0.00% |
| Stepan Company | 0 | US$0 | 0.00% |
Source
View original at SEC
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