13F HOLDINGS REPORT
SOUTHERNSUN ASSET MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001213900-25-013886
Total Value
$802.7M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRINKS CO | BCO | 597,633 | $55.4M | 6.91% |
| 2 | BELDEN INC | BDC | 474,910 | $53.5M | 6.66% |
| 3 | DARLING INGREDIENTS INC | DAR | 1,567,052 | $52.8M | 6.58% |
| 4 | U S PHYSICAL THERAPY | USPH | 571,809 | $50.7M | 6.32% |
| 5 | LOUISIANA PAC CORP | LPX | 484,363 | $50.2M | 6.25% |
| 6 | BOOT BARN HLDGS INC | BOOT | 300,989 | $45.7M | 5.69% |
| 7 | DYCOM INDS INC | 267475101 | 223,010 | $38.8M | 4.84% |
| 8 | AGCO CORP | AGCO | 409,957 | $38.3M | 4.77% |
| 9 | TIMKEN CO | TKR | 520,324 | $37.1M | 4.63% |
| 10 | BOSTON BEER INC | SAM | 121,972 | $36.6M | 4.56% |
| 11 | ARMSTRONG WORLD INDS INC NEW | 04247X102 | 248,807 | $35.2M | 4.38% |
| 12 | MURPHY USA INC | MUSA | 69,806 | $35.0M | 4.36% |
| 13 | ENERPAC TOOL GROUP CORP | EPAC | 843,394 | $34.7M | 4.32% |
| 14 | DORMAN PRODS INC | 258278100 | 253,345 | $32.8M | 4.09% |
| 15 | LIVE OAK BANCSHARES INC | LOB-PA | 796,720 | $31.5M | 3.93% |
| 16 | INGEVITY CORP | NGVT | 686,490 | $28.0M | 3.49% |
| 17 | STEPAN CO | SCL | 383,685 | $24.8M | 3.09% |
| 18 | OXFORD INDS INC | 691497309 | 257,787 | $20.3M | 2.53% |
| 19 | THOR INDS INC | 885160101 | 172,365 | $16.5M | 2.06% |
| 20 | POLARIS INC | PII | 284,957 | $16.4M | 2.05% |
| 21 | ADVANCED ENERGY INDS | 007973100 | 115,668 | $13.4M | 1.67% |
| 22 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 48,729 | $11.0M | 1.37% |
| 23 | WATSCO INC | WSO-B | 16,680 | $7.9M | 0.98% |
| 24 | GENERAC HLDGS INC | GNRC | 44,568 | $6.9M | 0.86% |
| 25 | API GROUP CORP | APG | 185,023 | $6.7M | 0.83% |
| 26 | VALMONT INDS INC | 920253101 | 21,188 | $6.5M | 0.81% |
| 27 | SEI INVTS CO | 784117103 | 66,649 | $5.5M | 0.68% |
| 28 | FLOOR & DECOR HLDGS INC | FND | 42,518 | $4.2M | 0.53% |
| 29 | TREX CO INC | TREX | 58,001 | $4.0M | 0.50% |
| 30 | ISHARES TR | 464287655 | 10,186 | $2.3M | 0.28% |