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AnalysesQuarterly Letters✦Warren AI
Southernsun

SouthernSun AM SMID Cap Composite

Mid-cap

Jun 2026 → Jun 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year — follow all of Southernsun for every strategy.

Also held

  • Broadridge Financial Solutions, Inc.
  • Extreme Networks, Inc.
  • Generac Holdings Inc.
  • Darling Ingredients Inc.

Its investment theses

  • Broadridge Financial Solutions, Inc.Jun 2026Broadridge Financial Solutions has durable proxy and trading franchises, strong growth, and an attractive valuation despite AI and tokenization fears.

Every letter

2026

  • June 2026

Other Southernsun strategies

  • SouthernSun Small Cap2
  • SouthernSun Smid Cap2
  • SouthernSun AM Small Cap Strategy1
  • Southernsun Small Cap Investment1
  • Southernsun Smid Cap Investment1
  • Southersun Small Cap Investment1
  • Southersun Smid Cap Investment1
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