Southernsun
Southersun Small Cap Investment
Small-cap
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 8 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.
What it bought and sold
During the first quarter of 2025, we fully exited Polaris Industries, Inc. (PII).
We initiated two new positions in Extreme Networks, Inc. (EXTR) and Modine Manufacturing Company (MOD) in the Small Cap Strategy.
We initiated two new positions in Extreme Networks, Inc. (EXTR) and Modine Manufacturing Company (MOD) in the Small Cap Strategy.
Also held
Its investment theses
- Extreme Networks, Inc.Mar 2025Extreme 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.
- Modine Manufacturing CompanyMar 2025Modine 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.