SEC 13F Intelligence

Southernsun Asset Management, LLC / SCL

Southernsun Asset Management, LLC’s Stepan Co Position

Does Southernsun Asset Management, LLC own Stepan Co (SCL)? Yes378.8K shares worth $19M (+2.74% of its 13F portfolio) as of Q1 2026, down from 407.8K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
378.8K
% of Portfolio
+2.74%
Quarters Held
30
currently held

Position History SCL

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $17MQ3 ’19: $18MQ4 ’19: $18MQ4 ’19Q1 ’20: $16MQ2 ’20: $17MQ3 ’20: $19MQ4 ’20: $24MQ4 ’20Q1 ’21: $31MQ2 ’21: $29MQ3 ’21: $33MQ4 ’21: $38MQ4 ’21Q1 ’22: $35MQ2 ’22: $36MQ3 ’22: $37MQ4 ’22: $42MQ4 ’22Q1 ’23: $41MQ2 ’23: $35MQ3 ’23: $25MQ4 ’23: $29MQ4 ’23Q1 ’24: $24MQ2 ’24: $23MQ3 ’24: $24MQ4 ’24: $25MQ4 ’24Q1 ’25: $21MQ2 ’25: $22MQ3 ’25: $21MQ4 ’25: $19MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026378.8K$19M+2.74%
Q4 2025407.8K$19M+2.70%
Q3 2025446.7K$21M+2.76%
Q2 2025406.0K$22M+3.11%
Q1 2025376.0K$21M+3.00%
Q4 2024383.7K$25M+3.09%
Q3 2024309.4K$24M+2.83%
Q2 2024278.7K$23M+2.82%
Q1 2024262.6K$24M+2.63%
Q4 2023306.4K$29M+3.34%
Q3 2023337.6K$25M+2.97%
Q2 2023369.7K$35M+3.73%
Q1 2023395.2K$41M+4.65%
Q4 2022395.3K$42M+4.80%
Q3 2022397.7K$37M+4.60%
Q2 2022353.5K$36M+4.44%
Q1 2022353.9K$35M+3.77%
Q4 2021308.7K$38M+3.84%
Q3 2021292.8K$33M+3.49%
Q2 2021237.3K$29M+3.12%
Q1 2021244.6K$31M+3.23%
Q4 2020198.5K$24M+2.72%
Q3 2020172.3K$19M+2.46%
Q2 2020176.1K$17M+2.31%
Q1 2020186.0K$16M+2.44%
Q4 2019178.0K$18M+1.66%
Q3 2019185.4K$18M+1.49%
Q2 2019187.9K$17M+1.33%
Q1 2019176.7K$15M+1.11%
Q4 2018171.6K$13M+0.93%

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 SCL.