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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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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| 2022 Q2 | Jun 30, 2022 | SouthernSun Small Cap | -7.5% | - | AGCO, COOK, CR, DAR, DORM, KOP, MGPI, MUSA, SAFM, SAM, SCL, UNVR | Balance Sheets, consumer, Industrial, inflation, Quality, small cap, value | SAM AGCO DAR DORM MGPI |
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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 | Sanderson Farms, Inc. | Other | Food Products | Bull | NASDAQ | Chicken Pricing, Foodservice Recovery, Low-cost producer, M&A Target, market share gains, Poultry Producer, QSR | 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. | ||||||||