account_balance
Investment manager · 13F filer · SEC CIK 1089755
Southernsun Asset Management, LLC
Reported value$743Mas of Jun 30, 2026
Positions29 0 new, 2 sold out
Top 10 weight56.3%EXTR alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EXTRExtreme Networks
7.3%Trimmed −27%
LPXLouisiana-Pacific Corp
6.1%Added +19%
BOOTBoot Barn Holdings Inc
5.9%
MUSAMurphy USA Inc.
5.8%Trimmed −6%
CXTCrane NXT
5.7%Added +6%
DARDarling Ingredients Inc.
5.6%Trimmed −2%
LOBLive Oak Bancshares Inc
5.1%Trimmed −10%
AGCOAGCO Corp.
4.9%Added +24%
USPHUS Physical Therapy Inc
4.9%Added +20%
DORMDorman Products Inc
4.8%Added +7%
MSAMSA Safety Inc
4.7%Added +17%
AWIArmstrong World Industries Inc
4.3%Added +19%
EXTRExtreme Networks
7.3%Trimmed −27%
LPX6.1%BOOT5.9%MUSAMurphy USA Inc.
5.8%Trimmed −6%
CXTCrane NXT
5.7%Added +6%
DARDarling Ingredients Inc.
5.6%Trimmed −2%
LOB5.1%AGCO4.9%USPH4.9%DORM4.8%MSA4.7%AWI4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EXTR Extreme Networks 7.3% Trimmed −27%LPX Louisiana-Pacific Corp 6.1% Added +19%BOOT Boot Barn Holdings Inc 5.9% HeldMUSA Murphy USA Inc. 5.8% Trimmed −6%CXT Crane NXT 5.7% Added +6%DAR Darling Ingredients Inc. 5.6% Trimmed −2%LOB Live Oak Bancshares Inc 5.1% Trimmed −10%AGCO AGCO Corp. 4.9% Added +24%USPH US Physical Therapy Inc 4.9% Added +20%DORM Dorman Products Inc 4.8% Added +7%MSA MSA Safety Inc 4.7% Added +17%AWI Armstrong World Industries Inc 4.3% Added +19%
What changed