Southernsun Asset Management, LLC
Annual return '25
+24.1%
SPY '25
+17.7%
Alpha
+6.3ptsvs SPY
Invested
$689.9M
Holdings
31
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DAR
Darling Ingredients Inc.
Q4 2025: Exited (was 1.19M shares)
7.0%
02
$MUSA
Murphy USA Inc.
Q4 2025: Exited (was 95.9k shares)
6.1%
03
$BOOT
Boot Barn Holdings Inc
Q1 2026: Sold 3.0% (4.3k → 4.2k shares)
5.8%
04
$LPX
Louisiana-Pacific Corp
Q4 2025: Exited (was 428.0k shares)
5.1%
05
$EXTR
Extreme Networks
Q4 2025: Exited (was 1.34M shares)
5.0%
06
$LOB
Live Oak Bancshares Inc
Q4 2025: Exited (was 894.3k shares)
5.0%
07
$USPH
US Physical Therapy Inc
Q4 2025: Exited (was 505.2k shares)
4.8%
08
$BCO
The Brink's Co.
Q4 2025: Sold 99.1% (479.2k → 4.1k shares)
4.8%
09
$CXT
Crane NXT
Q4 2025: Exited (was 552.2k shares)
4.6%
10
$BDC
Belden Inc
Q4 2025: Exited (was 292.4k shares)
4.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:10 UTC.