Southernsun Asset Management, LLC
SouthernSun Asset Management, LLC is an independent investment adviser headquartered in Memphis, Tennessee. The firm primarily focuses on active equity management for institutional investors, family offices, and high-net-worth individuals. Established in 1989, they employ a research-driven approach and have a team of professionals dedicated to delivering long-term value. Their clients include pension funds, foundations, endowments, and other long-term investors.
Investment Strategy
SouthernSun Asset Management specializes in fundamental, bottoms-up research focusing on small- and mid-cap equity strategies. The firm is known for its high conviction, concentrated portfolios and long-term investment horizon, emphasizing deep qualitative and quantitative analysis of each company. SouthernSun’s philosophy includes investing in businesses with sustainable competitive advantages, strong management, and attractive valuations, aiming to foster capital appreciation over time.
Latest 13F Filing Activity
Southernsun Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $712M. The fund increased holdings in Msa Safety Inc., Crane NXT, Extreme Networks among other positions. Southernsun Asset Management, LLC reduced exposure to Oxford Industries Inc., Enerpac Tool Group, Dycom Industries Inc. among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DAR | Darling Ingredients Inc. | 7.02% | $50.0M | 1,316,772 | $32.88 | $37.94 | +$5.1M |
B BCO | The Brink's Co. | 6.08% | $43.3M | 485,220 | $64.06 | $89.29 | -$5.8M |
B BOOT | Boot Barn Holdings Inc | 5.62% | $40.0M | 263,356 | $94.80 | $152.00 | +$2.5M |
U USPH | US Physical Therapy Inc | 5.58% | $39.7M | 507,841 | $93.02 | $78.20 | +$362.9K |
L LPX | Louisiana-Pacific Corp | 5.23% | $37.3M | 433,260 | $63.38 | $85.99 | -$4.9M |