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Michael Cook — Institutional Investor Profile | Buyside Digest

Michael Cook

Institutional Investor • SouthernSun Small Cap

Value

$835M

Stocks

29 Stocks

Turnover

0.0%

CIK

0001089755EDGAR ↗

Website ↗

Top Holdings

EXTR(7.34%) LPX(6.12%) BOOT(5.94%) MUSA(5.80%) CXT(5.71%)

About Investor

Phillip W. Cook serves as Chief Investment Officer and Managing Partner of SouthernSun Asset Management since 2006, leading the Investment Team and responsible for all aspects of research and analysis, portfolio construction, and risk management. The firm was originally founded in 1989 by Michael W. Cook, who previously served as CEO and Chief Investment Officer. SouthernSun is an employee-owned Delaware Limited Liability Company headquartered in Memphis, Tennessee, with approximately 17 employees as of March 2025. The firm has been registered with the SEC as an investment adviser since its founding and maintains a disciplined, research-intensive approach to investment management. The company serves 99 accounts across various client types including individuals, investment companies, pension plans, and charitable organizations. SouthernSun has managed assets ranging from current levels of $834.9 million up to historical peaks of over $1.9 billion in 2011.

Investor Philosophy

Investment philosophy details pending verification.

Michael Cook Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
EXTR	None	Extreme Networks, Inc.	Information Technology	$54.6M	7.3%	No Change
LPX	None	Louisiana-Pacific Corporation	Industrials	$45.4M	6.1%	No Change
BOOT	None	Boot Barn	Consumer Discretionary	$44.1M	5.9%	No Change
MUSA	None	Murphy USA, Inc.	Consumer Discretionary	$43.1M	5.8%	No Change
CXT	None	Crane NXT, Co.	Industrials	$42.4M	5.7%	No Change
DAR	None	Darling Ingredients	Consumer Staples	$41.7M	5.6%	No Change
LOB	None	Live Oak Bancshares, Inc.	Financials	$38.2M	5.1%	No Change
AGCO	None	AGCO Corporation	General	$36.6M	4.9%	No Change
USPH	None	U.S. Physical Therapy, Inc.	Health Care	$36.2M	4.9%	No Change
DORM	None	Dorman Products, Inc.	Consumer Discretionary	$35.9M	4.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Industrials38.4%

Consumer Discretionary22.4%

General9.8%

Consumer Staples8.8%

Information Technology8.1%

Sector	Stocks	Value	Exposure
Industrials	13	$285.4M	38.4%
Consumer Discretionary	6	$166.5M	22.4%
General	3	$72.6M	9.8%
Consumer Staples	2	$65.0M	8.8%
Information Technology	2	$60.5M	8.1%
Financials	1	$38.2M	5.1%
Health Care	1	$36.2M	4.9%
Materials	1	$18.2M	2.5%