SouthernSun Asset Management LLC

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Assets, Funds, Holdings

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SouthernSun Asset Management LLC
CRD #154572
SEC #801-71849
CIK #0001089755
AUM $906.4 MM (2024-03-27)
Employees 17 (24% Investors, 0% Brokers)
Phone901-341-2700
Address240 Madison Avenue
Memphis, TN 38103
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
6.04.83.62.41.20.02010201520202025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
DY 2.8 0.1
MGPI 2.1 0.1
BOOT 2.2 0.1
DAR 10.3 0.0
BDC 2.4 0.0
BCO 2.8 0.0
USPH 1.4 0.0
LPX 4.2 0.0
SAM 3.9 0.0
EPAC 1.1 0.0
View All
Holdings by Sector ($BB)
151296302013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other BRVC Fund I LLC [2016-03-30] 1.7 0.9
Other The Underhill Fund LLC [2012-03-21] 1.2 1.2
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 59 0.0
(b) Individuals (high net worth individuals) 17 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 4 0.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 0.0
(g) Pension and profit sharing plans 4 0.1
(h) Charitable organizations 4 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 0.0
(n) Other 0 0.0
Total 97 0.9
By Discretionary
Discretionary 97 0.9
Non-Discretionary 0 0.0
Total 97 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 97 0.9
Form D Directors # Filings # Firms 2011 - 2024
Allen Halliday 1
SouthernSun Asset Management LLC 1
Kcc Management LLC 1
KCC Management LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001089755]
SC 13G [0001089755]
Form 13D/13G Filer Form 13D/13G Subject Filed
SouthernSun Asset Management LLC Dycom Industries Inc [2021-02-12]
SouthernSun Asset Management LLC Koppers Holdings Inc [2021-02-12]
SouthernSun Asset Management LLC Koppers Holdings Inc [2020-02-14]
SouthernSun Asset Management LLC Dycom Industries Inc [2020-02-14]
SouthernSun Asset Management LLC Knowles Corp [2019-02-14]
SouthernSun Asset Management LLC Diebold Nixdorf Inc [2019-02-14]
SouthernSun Asset Management LLC Darling Ingredients Inc [2019-02-14]
SouthernSun Asset Management LLC Brinks Co [2019-02-14]
SouthernSun Asset Management LLC Aegion Corp [2019-02-14]
SouthernSun Asset Management LLC Clean Harbors Inc [2019-02-14]
View All
Comparable Firms State AUM ($BB)
TBFM LLP
ID 0.9
SASCO Capital Inc
CT 0.9
Atlas Capital Advisors Inc
CA 0.9
SC&H Financial Advisors Inc
MD 0.9
Wellington Shields Capital Management LLC
NY 0.9
Berkshire Money Management Inc
MA 0.9
JFG Wealth Management LLC
CO 0.9
Versant Capital Management Inc
AZ 0.9
Private Portfolio Partners LLC
NJ 0.9
Oak Ridge Investments LLC
IL 0.9
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