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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2022 Q3 | Sep 30, 2022 | SouthernSun Small Cap | -0.7% | - | BCO, BDC, CLH, DAR, DORM, EPAC, MUSA, SCL, TKR, UNVR | Balance Sheet, energy, inflation, innovation, small cap, Supply Chain, technology, value | BCO DORM DAR MUSA |
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| 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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| 2023 Q2 | Jun 30, 2023 | SouthernSun Small Cap | 7.7% | - | AGCO, BOOT, DAR, DORM, DY, MUSA, NGVT, SAM, SCL, THO, TSCO, UNVR, USPH | Auto Parts, Chemicals, healthcare, retail, small cap, Telecommunications, value | BOOT DORM NGVT USPH 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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| 2025 Q1 | Jun 2, 2025 | Baumann Capital | - | - | AHT.L, AZE.BR, BNR.DE, DPLM.L, FIX, GET.PA, GOOGL, IMCD.AS, POOL, RWH.L, UNVR, URI, WSO | AI, Distribution, durability, Europe, Specialty Chemicals | Manager discusses AI's transformative impact on investment research and business models. While AI tools like ChatGPT-4o enhance research efficiency, they create challenges for traditional software companies and make survival forecasting more difficult. The manager emphasizes that AI cannot replace primary research and human judgment in investment decisions. | AZE.BR |
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| 2023 Q1 | Mar 31, 2023 | SouthernSun Small Cap | 4.0% | - | BCO, BDC, CLH, CR, DAR, LOB, MGPI, MUSA, SCL, TKR, UNVR, USPH | Banking, industrials, materials, Quality, small caps, value | DAR LOB TKR BCO |
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| 2022 Q4 | Dec 31, 2022 | SouthernSun Small Cap | 10.9% | -1.0% | AGCO, AWI, CR, DAR, DORM, EPAC, LOB, MGPI, TKR, UNVR | active management, Banking, Chemicals, Industrial, Quality, small caps, Transformation, value | LOB DAR AWI UNVR EPAC |
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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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| 2025 Q3 | Oct 19, 2025 | EdgePoint Global | - | - | 6702.T, AAPL, ALFA.ST, AME, AMG, AMS.PA, AMZN, APO, ATD.TO, AVGO, BAC, BAES.L, BERY, BKNG, BN.TO, CFR.SW, CSX, ELV, FFH.TO, FLS, FNV.TO, GIB.A.TO, GOOGL, ICE, JLL, LECO, MAT, META, MIDD, MMC, MSFT, MSI, NFLX, NSC, NVDA, PEY.TO, PM, PSMT, QCOM, QSR, RBA.TO, ROST, SAF.PA, SAP, TEL, TSM, UNVR, VRTX | active management, AI, Concentration, global, Quality, technology, value | Artificial intelligence represents a transformative technology creating a bubble in large U.S. tech companies. The enthusiasm has fueled concentration in the Mag 6 companies, but history shows early winners are difficult to identify and competition eventually erodes returns. | Franco-Nevada Corporation Mattel Inc. SAP SE TE Connectivity plc AMA SM |
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| 2023 Q2 | Feb 8, 2023 | SouthernSun SMID Cap | 8.8% | 13.9% | AGCO, DY, IEX, MGPI, MUSA, NGVT, SAM, THO, TREX, UNVR, USPH, WRK | Chemicals, concentrated, healthcare, SMID Cap, Spirits, Telecommunications, value | Fiber penetration has significant runway with only 43% of US homes passed by high-speed fiber cable. Government funding through ARPA, RDOF, and BEAD programs is making previously uneconomical rural and low-income areas viable for fiber deployment. Industry capacity remains tight with strong demand from smaller customers. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | Univar Solutions | Other | Specialty Chemicals | Bull | New York Stock Exchange | business transformation, chemical distribution, Defensive Markets, Dividend initiation, Food & Life Sciences, M&A Target, NEXEO Integration, share repurchases | View Pitch |
| Jun 15, 2026 | Fund Letters | SouthernSun Small Cap | Univar Solutions, Inc. | Other | Commodity Chemicals | Bull | New York Stock Exchange | chemical distribution, Industrial Markets, Leverage reduction, margin expansion, Operational Improvement, Price Inflation, synergies | 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. | ||||||||