SEC 13F Intelligence

Southernsun Asset Management, LLC / MUSA

Southernsun Asset Management, LLC’s Murphy USA Inc Position

Does Southernsun Asset Management, LLC own Murphy USA Inc (MUSA)? Yes — 84.8K shares worth $42M (+6.07% of its 13F portfolio) as of Q1 2026, down from 92.3K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
84.8K
% of Portfolio
+6.07%
Quarters Held
30
currently held

Position History MUSA

Reported value by quarter
Q4 ’18: $49MQ4 ’18Q1 ’19: $45MQ2 ’19: $35MQ3 ’19: $30MQ4 ’19: $27MQ4 ’19Q1 ’20: $19MQ2 ’20: $22MQ3 ’20: $22MQ4 ’20: $31MQ4 ’20Q1 ’21: $33MQ2 ’21: $33MQ3 ’21: $43MQ4 ’21: $37MQ4 ’21Q1 ’22: $39MQ2 ’22: $45MQ3 ’22: $49MQ4 ’22: $46MQ4 ’22Q1 ’23: $47MQ2 ’23: $58MQ3 ’23: $50MQ4 ’23: $32MQ4 ’23Q1 ’24: $33MQ2 ’24: $35MQ3 ’24: $33MQ4 ’24: $35MQ4 ’24Q1 ’25: $31MQ2 ’25: $30MQ3 ’25: $37MQ4 ’25: $37MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.8K$42M+6.07%
Q4 202592.3K$37M+5.20%
Q3 202595.9K$37M+4.83%
Q2 202574.9K$30M+4.28%
Q1 202565.9K$31M+4.48%
Q4 202469.8K$35M+4.36%
Q3 202467.8K$33M+3.96%
Q2 202473.7K$35M+4.17%
Q1 202479.9K$33M+3.73%
Q4 202389.5K$32M+3.68%
Q3 2023145.3K$50M+5.82%
Q2 2023187.3K$58M+6.15%
Q1 2023181.2K$47M+5.33%
Q4 2022163.3K$46M+5.20%
Q3 2022178.0K$49M+6.04%
Q2 2022191.1K$45M+5.52%
Q1 2022195.1K$39M+4.21%
Q4 2021185.6K$37M+3.70%
Q3 2021255.0K$43M+4.51%
Q2 2021249.6K$33M+3.65%
Q1 2021225.1K$33M+3.38%
Q4 2020234.9K$31M+3.52%
Q3 2020172.2K$22M+2.89%
Q2 2020198.3K$22M+3.01%
Q1 2020230.5K$19M+2.88%
Q4 2019227.4K$27M+2.42%
Q3 2019351.7K$30M+2.49%
Q2 2019422.1K$35M+2.73%
Q1 2019522.6K$45M+3.20%
Q4 2018635.9K$49M+3.57%

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 MUSA.