Southernsun
Southersun Smid Cap Investment
Mid-cap
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy 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.
What it bought and sold
We initiated one new position in Modine Manufacturing Company (MOD) in the SMID Cap Composite.
During the first quarter of 2025, we fully exited Polaris Industries, Inc. (PII).