Southernsun

8 strategies

Southernsun publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

• SouthernSun Small Cap2

  Small-cap · 3 companies

• SouthernSun Smid Cap2

  Mid-cap

• SouthernSun AM Small Cap Strategy1

  Small-cap · 10 companies

• SouthernSun AM SMID Cap Composite1

  Mid-cap · 6 companies

• Southernsun Small Cap Investment1

  Small-cap · 1 companies

• Southernsun Smid Cap Investment1

  Mid-cap

• Southersun Small Cap Investment1

  Small-cap · 2 companies

• Southersun Smid Cap Investment1

  Mid-cap

Companies held · 6

Every company Southernsun has disclosed a position in across our archive, with the letter that last mentioned it.

• Broadridge Financial Solutions, Inc.Jun 2026
• Darling Ingredients Inc.Jun 2026
• Dorman Products, Inc.Jun 2026
• Extreme Networks, Inc.Jun 2026
• Generac Holdings Inc.Jun 2026
• The Boston Beer Company, Inc.Jun 2026

Theses · 8

• Darling Ingredients Inc.

  June 2026

  Darling Ingredients is supported by improved earnings, regulatory renewable-fuel volumes, and an earnings power that still looks undervalued.

  Read the full thesis→
• Broadridge Financial Solutions, Inc.

  June 2026

  Broadridge Financial Solutions has durable proxy and trading franchises, strong growth, and an attractive valuation despite AI and tokenization fears.

  Read the full thesis→
• Crane NXT

  September 2025

  Crane NXT (CXT) is a niche leader in secure payments and authentication technologies with strong margins, recurring revenue, and strategic growth drivers — offering a compelling long-term opportunity powered by cash flow, not just valuation.

  Read the full thesis→
• MSA Safety, Inc.

  June 2025

  MSA Safety, Inc. is a leading provider of critical safety solutions across various industries, including advanced firefighter equipment and gas detection instruments, with a strong focus on innovation and connected technologies poised for growth.

  Read the full thesis→
• Extreme Networks, Inc.

  March 2025

  Extreme Networks is well-positioned for growth in the networking industry, targeting distributed environments with competitive advantages in product, pricing, and customer service, while aiming to disrupt incumbents Cisco and HP.

  Read the full thesis→
• Modine Manufacturing Company

  March 2025

  Modine Manufacturing Company (MOD) is a thermal management company transitioning from a legacy automotive focus to HVAC solutions under new leadership, showing strong operational improvements and growth potential.

  Read the full thesis→
• Advanced Energy Industries, Inc.

  December 2024

  Advanced Energy Industries, Inc. (AEIS) is a market leader in power conversion solutions, particularly for the semiconductor industry, with a strong focus on customized products and strategic acquisitions to enhance efficiency and profitability.

  Read the full thesis→
• Oxford Industries, Inc.

  December 2024

  Oxford Industries, Inc. is a growth-oriented company with a strong portfolio of high-margin clothing brands, demonstrating effective management and opportunities for continued expansion through both organic growth and acquisitions.

  Read the full thesis→

Letter archive · 10