| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q3 | Sep 30, 2021 | SouthernSun Small Cap | -3.1% | 13.7% | BCO, BDC, CCMP, DAR, EPAC, FTDR, HRC, MUSA, PII, THO, TKR, UNVR | COVID, industrials, inflation, Labor, small cap, Supply Chain, value | UNVR FTDR TKR BCO MUSA HRC |
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| 2021 Q2 | Jul 1, 2021 | SouthernSun Small Cap | -1.1% | 17.4% | BDC, BR, CASS, CCMP, CLH, DAR, DY, MBUU, MGPI, MUSA, NGVT, SAFM, SCL, STAY, THO | Food, infrastructure, management, small cap, Supply Chain, Travel, value | MBUU CCMP MGPI SAFM THO DY |
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| 2021 Q4 | Dec 31, 2021 | SouthernSun Small Cap | 7.8% | 22.5% | AEGN, AGCO, CCMP, DAR, DORM, DY, ENTG, EPAC, HRC, MGPI, PII, SAFM, STAY, THO, TMX, UNVR | consumer, Industrial, infrastructure, M&A, semiconductors, small cap, value | PII THO DY CCMP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | CMC Materials, Inc. | Other | Specialty Chemicals | Bull | NASDAQ | M&A, manufacturing, materials, Niche Dominant, Semiconductor, specialty chemicals, technology | View Pitch |
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | CMC Materials, Inc. | Other | Chemicals | Bull | NASDAQ | Critical Consumables, Digitization, Manufacturing Yields, Niche Dominant, Pipeline Chemicals, semiconductor materials, Technology Advancement | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||