Daniel Gafford
Southernsun Asset Management, Llc
Assets Managed
$689.911M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
-3.69%(2Q avg: -5.43%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Southernsun Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Southernsun Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 689.911M in assets, with a quarterly growth rate of -3.69% and a 2-quarter average growth rate of -5.43%. The portfolio is managed by Daniel Gafford, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DAR Darling Ingredients Inc
| 7% | $48.25M 780,110 shares@ $61.86 avg price | Decreased -31.25% |
MUSA Murphy Usa Inc
| 6.08% | $41.887M 84,797 shares@ $493.97 avg price | Decreased -8.15% |
BOOT Boot Barn Holdings Inc
| 5.78% | $39.861M 272,348 shares@ $146.36 avg price | Increased 40.96% |
LPX Louisiana-pacific Corp
| 5.13% | $35.347M 485,869 shares@ $72.76 avg price | Increased 6.26% |
EXTR Extreme Networks Inc
| 5.03% | $34.653M 2.298M shares@ $15.09 avg price | Increased 16.6% |
LOB Live Oak Bancshares Inc
| 4.96% | $34.179M 1.034M shares@ $33.08 avg price | Increased 0.44% |
USPH U.s. Physical Therapy Inc
| 4.78% | $32.975M 439,904 shares@ $74.97 avg price | Decreased -8.26% |
BCO Brink's Co The
| 4.76% | $32.814M 316,643 shares@ $103.63 avg price | Decreased -23.88% |
CXT Crane Nxt Co
| 4.62% | $31.815M 783,808 shares@ $40.6 avg price | Increased 17.3% |
BDC Belden Inc
| 4.31% | $29.669M 258,377 shares@ $114.84 avg price | Decreased -8.04% |
1-10 of 31