Southernsun Asset Management, LLC 13F 持仓 · 2026年Q2
Southernsun Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 7.43 亿美元。前几大持仓：EXTR（7.34%）、LPX（6.12%）、BOOT（5.94%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EXTR | Extreme Networks | $54.6M | 7.34% | 1.7M | 减持 |
| 2 | LPX | Louisiana-Pacific Corp | $45.4M | 6.12% | 577,698 | 增持 |
| 3 | BOOT | Boot Barn Holdings Inc | $44.1M | 5.94% | 268,599 | 减持 |
| 4 | MUSA | Murphy USA Inc. | $43.1M | 5.80% | 79,962 | 减持 |
| 5 | CXT | Crane NXT | $42.4M | 5.71% | 829,182 | 增持 |
| 6 | DAR | Darling Ingredients Inc. | $41.7M | 5.61% | 763,305 | 减持 |
| 7 | LOB | Live Oak Bancshares Inc | $38.2M | 5.14% | 934,751 | 减持 |
| 8 | AGCO | AGCO Corp. | $36.6M | 4.92% | 305,473 | 增持 |
| 9 | USPH | US Physical Therapy Inc | $36.2M | 4.88% | 527,765 | 增持 |
| 10 | DORM | Dorman Products Inc | $35.9M | 4.84% | 263,383 | 增持 |
| 11 | MSA | MSA Safety Inc | $34.9M | 4.69% | 199,654 | 增持 |
| 12 | AWI | Armstrong World Industries Inc | $32.2M | 4.34% | 200,875 | 增持 |
| 13 | EPAC | Enerpac Tool Group | $30.5M | 4.10% | 850,182 | 增持 |
| 14 | BCO | The Brink's Co. | $30.3M | 4.08% | 320,542 | 增持 |
| 15 | CSW | CSW Industrials | $26.4M | 3.55% | 94,698 | 增持 |
| 16 | SAM | The Boston Beer Co Inc | $23.3M | 3.14% | 131,877 | 增持 |
| 17 | MOD | Modine Manufacturing Co | $20.5M | 2.75% | 76,603 | 减持 |
| 18 | NGVT | Ingevity Corp | $18.2M | 2.46% | 244,260 | 减持 |
| 19 | THO | Thor Industries Inc. | $18.0M | 2.42% | 238,971 | 增持 |
| 20 | KAI | Kadant Inc | $15.3M | 2.06% | 48,681 | 增持 |
| 21 | AEIS | Advanced Energy Industries Inc | $14.4M | 1.94% | 38,683 | 减持 |
| 22 | GNRC | Generac Holdings Inc | $11.8M | 1.59% | 40,377 | 减持 |
| 23 | APG | APi Group | $10.4M | 1.40% | 244,797 | 减持 |
| 24 | VMI | Valmont Industries Inc | $7.9M | 1.06% | 13,601 | 减持 |
| 25 | WSO | Watsco Inc | $7.4M | 1.00% | 17,853 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR