Southernsun Asset Management Llc (1089755) Portfolio


Number of Companies: 32
Inflow: $65,445 K
Outflow: $-419,968 K
Net Flow: $-354,523 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2410 8 Polaris Industries Inc (PII) Recreational Vehicles 2,189,770 Added More 483,351 $98.48 $47,600 $215,648
2531 21 Timken Co (TKR) Fabricated Metal And Hardware 5,296,043 Added More 265,022 $33.49 $8,875 $177,364
2048 24 Koppers Holdings Inc (KOP) Basic And Diversified Chemicals 1,618,948 Added More 255,567 $22.46 $5,742 $36,377
557 11 Walter Investment Management (WAC) Mortgage Finance 2,491,733 Added More 348,082 $7.64 $2,659 $19,036
3000 32 American Express Co (AXP) Consumer Finance 33,845 Added More 6,490 $61.40 $398 $2,078
1671 31 Carbo Ceramics Inc (CRR) Oil And Gas Services And Equip 1,738,593 Added More 8,505 $14.20 $120 $24,688
2823 28 Discover Financial Services (DFS) Consumer Finance 40,895 Added More 945 $50.91 $48 $2,082
2706 15 Chicago Bridge And Iron Co Nv (CBI) Infrastructure Construction 5,876,847 Sold Some -7,317 $36.59 $-267 $215,033
1905 14 Middleby Corp (MIDD) Industrial Machinery 277,368 Sold Some -15,023 $106.76 $-1,604 $29,614
2547 15 Nordson Corp (NDSN) Flow Control Equipment 830,504 Sold Some -22,608 $76.04 $-1,719 $63,151
2206 19 Aegion Corp (AEGN) Fabricated Metal And Hardware 1,335,813 Sold Some -124,207 $21.09 $-2,619 $28,172
1049 2 Diebold Inc (DBD) Transaction Mgmt Systems 2,662,258 Sold Some -93,654 $28.91 $-2,707 $76,965
2100 2 Ascent Capital Group Inc-A (ASCMA) Security Services 0 Sold All -295,780 $14.81 $-4,380 $0
2511 16 Amsurg Corp (AMSG) Health Care Facilities 1,146,319 Sold Some -75,895 $74.59 $-5,661 $85,515
15 2 Newfield Exploration Co (NFX) Exploration And Production 4,708,988 Sold Some -187,646 $33.25 $-6,239 $156,573
623 8 Tenneco Inc (TEN) Auto Parts 1,539,584 Sold Some -143,973 $51.50 $-7,416 $79,303
2065 4 Trinity Industries Inc (TRN) Railroad Rolling Stock 7,668,907 Sold Some -436,638 $18.30 $-7,994 $140,417
1898 7 Idex Corp (IEX) Flow Control Equipment 1,867,648 Sold Some -99,555 $82.87 $-8,251 $154,790
117 2 Hill-Rom Holdings Inc (HRC) Health Care Supplies 1,599,796 Sold Some -168,313 $50.29 $-8,466 $80,469
2660 30 Sanderson Farms Inc (SAFM) Packaged Food 840,923 Sold Some -117,705 $90.18 $-10,614 $75,834
105 1 Centene Corp (CNC) Managed Care 3,343,002 Sold Some -192,941 $61.57 $-11,879 $205,828
2607 17 Flowserve Corp (FLS) Flow Control Equipment 2,671,421 Sold Some -349,278 $44.41 $-15,511 $118,637
2231 17 Hanesbrands Inc (HBI) Apparel Footwear And Acc Design 4,348,578 Sold Some -629,976 $28.34 $-17,853 $123,238
543 1 Brinks Cothe (BCO) Security Services 2,704,836 Sold Some -670,092 $33.59 $-22,508 $90,855
901 3 Thor Industries Inc (THO) Recreational Vehicles 2,694,333 Sold Some -359,557 $63.77 $-22,928 $171,817
2738 24 Western Union Co (WU) Consumer Finance 7,301,720 Sold Some -1,550,834 $19.29 $-29,915 $140,850
2612 12 Darling Ingredients Inc (DAR) Agricultural Producers 20,067,781 Sold Some -2,425,192 $13.17 $-31,939 $264,292
2159 4 Broadridge Financial Solutio (BR) Payment And Data Processors 2,339,432 Sold Some -552,050 $59.31 $-32,742 $138,751
292 7 Oge Energy Corp (OGE) Integrated Utilities 5,704,205 Sold Some -1,168,737 $28.62 $-33,460 $163,311
2716 6 Agco Corp (AGCO) Agricultural Machinery 4,079,608 Sold Some -725,684 $49.70 $-36,066 $202,756
2437 5 Clean Harbors Inc (CLH) Cement And Aggregates 3,726,670 Sold Some -913,029 $49.34 $-45,048 $183,873
311 4 Columbia Sportswear Co (COLM) Apparel Footwear And Acc Design 0 Sold All -868,212 $60.09 $-52,170 $0