Southernsun Asset Management, LLC / TKR
Southernsun Asset Management, LLC’s Timken Co Position
Does Southernsun Asset Management, LLC own Timken Co (TKR)? Not currently — the last reported position was 370.0K shares worth $28M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$28M
Q3 2025
Shares
370.0K
% of Portfolio
+3.60%
Quarters Held
28
position exited
Position History TKR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 370.0K | $28M | +3.60% |
| Q2 2025 | 376.1K | $27M | +3.83% |
| Q1 2025 | 447.4K | $32M | +4.66% |
| Q4 2024 | 520.3K | $37M | +4.63% |
| Q3 2024 | 499.2K | $42M | +4.99% |
| Q2 2024 | 506.5K | $41M | +4.90% |
| Q1 2024 | 486.9K | $43M | +4.74% |
| Q4 2023 | 509.0K | $41M | +4.70% |
| Q3 2023 | 542.5K | $40M | +4.67% |
| Q2 2023 | 541.8K | $50M | +5.23% |
| Q1 2023 | 614.3K | $50M | +5.73% |
| Q4 2022 | 752.4K | $53M | +6.06% |
| Q3 2022 | 851.0K | $50M | +6.20% |
| Q2 2022 | 840.4K | $45M | +5.53% |
| Q1 2022 | 828.8K | $50M | +5.43% |
| Q4 2021 | 773.4K | $54M | +5.36% |
| Q3 2021 | 670.2K | $44M | +4.63% |
| Q2 2021 | 631.4K | $51M | +5.57% |
| Q1 2021 | 647.9K | $53M | +5.46% |
| Q4 2020 | 584.2K | $45M | +5.18% |
| Q3 2020 | 837.5K | $45M | +5.95% |
| Q2 2020 | 1.01M | $46M | +6.22% |
| Q1 2020 | 1.29M | $42M | +6.16% |
| Q4 2019 | 1.25M | $70M | +6.39% |
| Q3 2019 | 1.69M | $73M | +6.10% |
| Q2 2019 | 1.61M | $83M | +6.37% |
| Q1 2019 | 2.03M | $89M | +6.35% |
| Q4 2018 | 2.35M | $88M | +6.42% |
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 TKR.