Southernsun
Our archive holds 10 letters from Southernsun, behind 8 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
Southernsun’s own letters pageCompanies 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
- 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 - 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 - 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 - 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 - 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 - 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 - 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 - 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
2025
Funds · 8
- SouthernSun Small Cap2
- SouthernSun Smid Cap2
- SouthernSun AM Small Cap Strategy1
- SouthernSun AM SMID Cap Composite1
- Southernsun Small Cap Investment1
- Southernsun Smid Cap Investment1
- Southersun Small Cap Investment1
- Southersun Smid Cap Investment1
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