SEC 13F Intelligence

Southernsun Asset Management, LLC / BR

Southernsun Asset Management, LLC’s Broadridge Finl Solutions In Position

Does Southernsun Asset Management, LLC own Broadridge Finl Solutions In (BR)? Yes45.3K shares worth $7M (+1.07% of its 13F portfolio) as of Q1 2026, up from 44.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
45.3K
% of Portfolio
+1.07%
Quarters Held
30
currently held

Position History BR

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $37MQ2 ’19: $38MQ3 ’19: $35MQ4 ’19: $28MQ4 ’19Q1 ’20: $21MQ2 ’20: $24MQ3 ’20: $23MQ4 ’20: $17MQ4 ’20Q1 ’21: $21MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $11MQ4 ’21Q1 ’22: $10MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $11MQ4 ’24Q1 ’25: $12MQ2 ’25: $11MQ3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.3K$7M+1.07%
Q4 202544.8K$10M+1.40%
Q3 202544.8K$11M+1.38%
Q2 202546.8K$11M+1.60%
Q1 202547.4K$12M+1.67%
Q4 202448.7K$11M+1.37%
Q3 202448.2K$10M+1.23%
Q2 202448.1K$9M+1.14%
Q1 202448.7K$10M+1.11%
Q4 202352.9K$11M+1.26%
Q3 202355.1K$10M+1.16%
Q2 202356.0K$9M+0.98%
Q1 202360.6K$9M+1.01%
Q4 202261.0K$8M+0.93%
Q3 202275.2K$11M+1.34%
Q2 202275.5K$11M+1.33%
Q1 202263.1K$10M+1.06%
Q4 202158.5K$11M+1.07%
Q3 202179.5K$13M+1.40%
Q2 202179.5K$13M+1.41%
Q1 2021137.7K$21M+2.19%
Q4 2020112.7K$17M+1.98%
Q3 2020173.9K$23M+3.01%
Q2 2020189.3K$24M+3.23%
Q1 2020221.7K$21M+3.11%
Q4 2019230.3K$28M+2.59%
Q3 2019280.2K$35M+2.89%
Q2 2019298.8K$38M+2.94%
Q1 2019357.0K$37M+2.65%
Q4 2018397.0K$38M+2.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Southernsun Asset Management, LLC’s full portfolio or all institutional holders of BR.