SU

SouthernSun U.S. Equity Fund | SSEFX

Mutual Fund
Advisors' Inner Circle Fund III
Last update 2025-02-28 22 Stocks (0 new)
Value $48.00 Mil Turnover 1 %
Countries:
Top Holdings: BR(6.82%)DAR(6.65%)BDC(6.29%)USPH(6.24%)LPX(6.18%)
Summary Stock Picks Current Portfolio
SouthernSun U.S. Equity Fund Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BR 		Broadridge Financial Solutions Inc
14,567
3,293.4
0%
6.820
0%
0.010
+1.06%
+7.83%
28,523.6
Software
DAR 		Darling Ingredients Inc
95,303
3,210.8
0%
6.650
0%
0.060
-13.66%
-7.51%
4,928.2
Consumer Packaged Goods
BDC 		Belden Inc
26,992
3,039.6
-5.29%
6.290
-0.33%
0.070
-3.43%
-5.65%
4,194.6
Hardware
USPH 		US Physical Therapy Inc
34,003
3,016.4
0%
6.240
0%
0.230
-6.34%
-14.46%
1,139.2
Healthcare Providers & Services
LPX 		Louisiana-Pacific Corp
28,843
2,986.7
0%
6.180
0%
0.040
-9.36%
-12.52%
6,267.9
Construction
BCO 		The Brink's Co
30,870
2,863.8
0%
5.930
0%
0.070
-12.49%
-11.06%
3,446.5
Business Services
BOOT 		Boot Barn Holdings Inc
16,885
2,563.5
+2.64%
5.310
+0.14%
0.060
+30.94%
+5.59%
4,904.5
Retail - Cyclical
WSO 		Watsco Inc
4,976
2,358.1
0%
4.880
0%
0.010
-11.53%
-5.33%
18,006.0
Industrial Distribution
SAM 		Boston Beer Co Inc
7,675
2,302.3
0%
4.770
0%
0.070
-5.71%
-23.38%
2,561.9
Beverages - Alcoholic
TKR 		The Timken Co
30,562
2,181.2
0%
4.520
0%
0.040
-15.04%
-3.16%
4,791.8
Industrial Products

SouthernSun U.S. Equity Fund's Historical Top Holdings Breakdowns

SouthernSun U.S. Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MGPI 		MGP Ingredients Inc2024-12-31Sold Out
-6.25%
●
38.87 ($53.96) 83.35
$29.38
-45.55%
Sold Out
0
-40,523
DY 		Dycom Industries Inc2024-12-31Reduce
-0.52%
●
168.3 ($184.9) 202.82
$229.92
24.35%
Reduce -10.3%
12,499
-1,436
APG 		APi Group Corp2024-12-31Add
+0.37%
●
31.49 ($35.72) 39.26
$46.67
30.66%
Add 10.13%
54,367
5,002
PII 		Polaris Inc2024-12-31Add
+0.34%
●
56.74 ($69.37) 83.11
$39.22
-43.46%
Add 19.52%
17,623
2,878
BDC 		Belden Inc2024-12-31Reduce
-0.33%
●
112.15 ($119.44) 131.43
$106.20
-11.09%
Reduce -5.29%
26,992
-1,507
AWI 		Armstrong World Industries Inc2024-12-31Reduce
-0.29%
●
133.26 ($147.14) 162.01
$155.63
5.77%
Reduce -7.45%
14,531
-1,169
FND 		Floor & Decor Holdings Inc2024-12-31Add
+0.26%
●
97.45 ($107.2) 120.77
$71.69
-33.13%
Add 11.21%
12,601
1,270
GNRC 		Generac Holdings Inc2024-12-31Add
+0.24%
●
154.28 ($172.96) 195.11
$122.13
-29.39%
Add 6.06%
13,223
756
BOOT 		Boot Barn Holdings Inc2024-12-31Add
+0.14%
●
124.55 ($147.41) 167.26
$160.31
8.75%
Add 2.64%
16,885
434
GNRC 		Generac Holdings Inc2024-09-30New Buy
+3.67%
●
133.16 ($148.36) 159.78
$122.13
-17.68%
New holding
12,467
12,467

SouthernSun U.S. Equity Fund Total Holding History ($B)

To

SouthernSun U.S. Equity Fund's Asset Allocation

To

SouthernSun U.S. Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SouthernSun U.S. Equity Fund's Hypothetical Growth since 2024-12-31

SouthernSun U.S. Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

SouthernSun U.S. Equity Fund's Holdings Heat Map

Size field:

SouthernSun U.S. Equity Fund's Holdings Bubble Chart

SouthernSun U.S. Equity Fund News

  • 1

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