Southernsun Asset Management, LLC Reduced Holdings in Q3 2025

Southernsun Asset Management, LLC

  • $836 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DAR
Darling Ingredients Inc.

Consumer Defensive
-127K
- 9.64%
$29.74 - $39.45 $3.77M - $5.01M
1.19M $36.7M
AGCO
Agco Corp

Industrials
-96K
- 27.28%
$106.41 - $117.97 $10.2M - $11.3M
256K $27.4M
DY
Dycom Industries Inc

Industrials
-33.6K
- 45.05%
$244.32 - $294.01 $8.22M - $9.89M
41K $12M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-47K
- 17.85%
$156.24 - $190.88 $7.35M - $8.97M
216K $35.9M
BDC
Belden Inc.

Technology
-28K
- 8.74%
$115.58 - $133.49 $3.24M - $3.74M
292K $35.2M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.97K
- 4.21%
$233.75 - $266.89 $460K - $526K
44.8K $10.7M
GNRC
Generac Holdings Inc.

Industrials
-11.9K
- 19.49%
$146.61 - $202.85 $1.75M - $2.42M
49.2K $8.23M
SEIC
Sei Investments CO

Financial Services
-453
- 0.68%
$84.85 - $93.8 $38.4K - $42.5K
66.5K $5.64M
TREX
Trex CO Inc

Industrials
-4.19K
- 7.2%
$50.48 - $68.49 $211K - $287K
54K $2.79M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-2.87K
- 4.14%
$73.7 - $90.42 $211K - $259K
66.4K $4.89M
LPX
Louisiana Pacific Corp

Industrials
-5.22K
- 1.2%
$83.39 - $102.75 $435K - $536K
428K $38M
VMI
Valmont Industries Inc

Industrials
-1.1K
- 4.59%
$328.58 - $387.73 $360K - $425K
22.8K $8.83M
NGVT
Ingevity Corp

Basic Materials
-96.3K
- 18.16%
$40.4 - $60.74 $3.89M - $5.85M
434K $23.9M
SAM
Boston Beer CO Inc

Consumer Defensive
-1.46K
- 1.59%
$191.38 - $226.97 $279K - $331K
90.2K $19.1M
THO
Thor Industries Inc

Consumer Cyclical
-3.27K
- 2.12%
$88.76 - $112.33 $290K - $367K
151K $15.7M
AEIS
Advanced Energy Industries Inc

Industrials
-25K
- 12.72%
$133.59 - $176.59 $3.34M - $4.42M
172K $29.2M
USPH
U S Physical Therapy Inc

Healthcare
-2.62K
- 0.52%
$69.98 - $88.52 $183K - $232K
505K $42.9M
DORM
Dorman Products, Inc.

Consumer Cyclical
-27.6K
- 12.09%
$119.13 - $166.34 $3.28M - $4.59M
200K $31.2M
LOB
Live Oak Bancshares, Inc.

Financial Services
-5.42K
- 0.6%
$30.54 - $38.72 $165K - $210K
894K $31.5M
AWI
Armstrong World Industries Inc

Industrials
-2.2K
- 1.25%
$163.99 - $199.13 $361K - $439K
175K $34.2M
MOD
Modine Manufacturing CO

Consumer Cyclical
-1.34K
- 0.48%
$90.02 - $158.57 $120K - $212K
276K $39.2M
BCO
Brinks CO

Industrials
-6.02K
- 1.24%
$85.19 - $117.52 $513K - $708K
479K $56M
Activity Summary
Buys All Purchases 8 New Holdings 0 Increased Positions 8 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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