SEC 13F Intelligence

Managers / Q4 2020 · view latest →

SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755 · 240 MADISON AVENUE, SUITE 800, MEMPHIS, TN, 38103 · 901-341-2700

Reported Value
$872M
Q4 2020
Positions
39
Filings on Record
30
2019–present window
Filed
Feb 12, 2021
original filing

Summary

Southernsun Asset Management, Llc reported $872M in U.S.-listed holdings across 39 positions for Q4 2020.

Its largest position, BCO, represents 7.3% of the portfolio.

Compared with Q3 2020, the fund opened 3 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.4BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.3BQ3 ’19: $1.2BQ4 ’19: $1.1BQ4 ’19Q1 ’20: $676MQ2 ’20: $741MQ3 ’20: $764MQ4 ’20: $872MQ4 ’20Q1 ’21: $964MQ2 ’21: $913MQ3 ’21: $947MQ4 ’21: $1.0BQ4 ’21Q1 ’22: $927MQ2 ’22: $807MQ3 ’22: $810MQ4 ’22: $877.6BQ4 ’22Q1 ’23: $876MQ2 ’23: $948MQ3 ’23: $854MQ4 ’23: $867MQ4 ’23Q1 ’24: $898MQ2 ’24: $829MQ3 ’24: $844MQ4 ’24: $803MQ4 ’24Q1 ’25: $691MQ2 ’25: $712MQ3 ’25: $772MQ4 ’25: $716MQ4 ’25Q1 ’26: $690Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.2%Unit: 5.8%ETP: 0.0%
  • Common Stock · 94.2% · $821M
  • Unit · 5.8% · $50M
  • ETP · 0.0% · $350,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$690M31May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$716M32Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$772M31Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$712M31Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$691M30May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$803M30Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$844M29Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$829M27Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$898M27May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$867M29Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$854M27Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$948M26Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$876M28May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$877.6B29Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$810M28Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$807M27Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$927M31May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.0B33Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$947M33Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$913M34Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$964M34May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$872M39Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$764M39Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$741M37Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$676M34May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B32Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B30Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B32Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.4B31May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.4B35Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.