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SOUTHERNSUN ASSET MANAGEMENT, LLC

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MEMPHIS TN Investment Advisor Hedge Fund
13F Summary

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WhaleScore 2.0 ?

85

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SouthernSun Asset Management, based out of Memphis, is run by Michael Cook.Whalewisdom has at least 101 13F filings, and 206 13G filings Their last reported 13F filing for Q1 2025 included $690,777,053 in managed 13F securities and a top 10 holdings concentration of 56.59%. Southernsun Asset Management's largest holding is Brink`s Co. with shares held of 569,730.
Investment Strategy
SouthernSun employs research-driven, long-only domestic equity strategies for institutions and individuals, focusing on absolute returns. Their approach is value-oriented with a long-term perspective, utilizing disciplined, bottom-up, fundamental analysis and on-site research, including management interviews and facility visits. This philosophy has remained consistent since the firm's inception in 1989. They generally invest in niche-dominant, attractively-valued companies with financial flexibility and well-fitted management teams, maintaining a long-term time horizon. SouthernSun emphasizes in-depth analysis of a company’s financial strength, market position, and human capital to assign proper valuations, identify opportunities, and reduce investment risk. They also act as partners with management as they work to unlock shareholder value.
Owners
  • TIGERTAIL INVESTMENT COMPANY LIMITED PARTNERSHIP - MEMBER
  • COOK, MICHAEL, WHITMAN - CHAIRMAN/PRINCIPAL/MGMT COMM MBR
  • HALLIDAY, WILLIAM, P. - CHIEF COMPLIANCE OFFICER/PRINCIPAL/MGMT COMM MBR
  • WIMMER, ANGELA, MORGAN - PRESIDENT/PRINCIPAL
  • CROSS, MICHAEL, SCOTT - PORTFOLIO MANAGER/PRINCIPAL
  • COOK, PHILLIP, WHITMAN - CHIEF INVESTMENT OFFICER/MANAGING PARTNER/PRINCIPAL/MGMT COMM MBR
  • MCNEELY, ASHLEY, PHELPS - CHIEF FINANCIAL OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31

Top Buys (13F)

2025-03-31

Top Sells (13F)

2025-03-31

13F Holdings Summary

Name $ Change
BCO Brink`s Co. 7.11%
DAR Darling Ingredients 6.5%
BDC Belden Inc 6.45%
LPX Louisiana-Pacific Co 6.1%
USPH U.S. Physical Therap 5.7%
All or part of SOUTHERNSUN ASSET MANAGEMENT, LLC 13F disclosures were filed under a combined 13F through PERSONAL CFO SOLUTIONS, LLC
for 2025-03-31

2025-03-31

13F Activity

Market Value $0.69b, Prior: $0.80b
Inflows (Outflows) as % of Total MV (-3.7057)%
New Purchases 2 stocks
Added To 10 stocks
Sold out of 2 stocks
Reduced holdings in 18 stocks
Top 10 Holdings % 56.59%
Turnover %[1] 12.5%
Turnover Alt %[2] 5.77%
Time Held Top 20 22.65 quarters
Time Held Top 10 9 quarters
Time Held All 24.97 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2025-03-31

13F Sector Allocation Over Time

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2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance