Southernsun Asset Management, LLC Portfolio Holdings

Southernsun Asset Management, LLC

  • $756 Million
  • Q2 2025

Southernsun Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $756 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crane Holdings, Co. with a value of $60.8M, Darling Ingredients Inc. with a value of $50M, Brinks CO with a value of $43.3M, Boot Barn Holdings, Inc. with a value of $40M, and U S Physical Therapy Inc with a value of $39.7M.

Examining the 13F form we can see an increase of $64.9M in the current position value, from $691M to 756M.

Southernsun Asset Management, LLC is based out at Memphis, TN

Below you can find more details about Southernsun Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $756 Million
Industrials: $357 Million
Consumer Cyclical: $145 Million
Technology: $68.5 Million
Consumer Defensive: $67.4 Million
Basic Materials: $45 Million
Healthcare: $39.7 Million
Financial Services: $32.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $756 Million
  • Prior Value $691 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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