13F HOLDINGS REPORT
SOUTHERNSUN ASSET MANAGEMENT, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001213900-25-043117
Total Value
$690.8M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | The Brink's Co. | BCO | 569,730 | $49.1M | 7.11% |
| 2 | Darling Ingredients Inc. | DAR | 1,437,331 | $44.9M | 6.50% |
| 3 | Belden Inc | BDC | 444,475 | $44.6M | 6.45% |
| 4 | Louisiana-Pacific Corp | LPX | 458,091 | $42.1M | 6.10% |
| 5 | US Physical Therapy Inc | USPH | 543,812 | $39.4M | 5.70% |
| 6 | Boot Barn Holdings Inc | BOOT | 348,988 | $37.5M | 5.43% |
| 7 | AGCO Corp. | AGCO | 399,774 | $37.0M | 5.36% |
| 8 | Armstrong World Industries Inc | 04247X102 | 234,035 | $33.0M | 4.77% |
| 9 | Timken Co. | TKR | 447,447 | $32.2M | 4.66% |
| 10 | Enerpac Tool Group | EPAC | 697,215 | $31.3M | 4.53% |
| 11 | Murphy USA Inc. | MUSA | 65,857 | $30.9M | 4.48% |
| 12 | Dycom Industries Inc | 267475101 | 179,692 | $27.4M | 3.96% |
| 13 | Dorman Products Inc | 258278100 | 222,590 | $26.8M | 3.88% |
| 14 | The Boston Beer Co Inc | SAM | 110,427 | $26.4M | 3.82% |
| 15 | Ingevity Corp | NGVT | 612,146 | $24.2M | 3.51% |
| 16 | Live Oak Bancshares Inc | LOB-PA | 871,934 | $23.2M | 3.37% |
| 17 | Stepan Co | SCL | 376,009 | $20.7M | 3.00% |
| 18 | Modine Manufacturing Co | 607828100 | 235,344 | $18.1M | 2.61% |
| 19 | Oxford Industries Inc | 691497309 | 294,090 | $17.3M | 2.50% |
| 20 | Advanced Energy Industries Inc | 007973100 | 150,364 | $14.3M | 2.07% |
| 21 | Thor Industries Inc. | 885160101 | 162,215 | $12.3M | 1.78% |
| 22 | Broadridge Financial Solutions | 11133T103 | 47,444 | $11.5M | 1.67% |
| 23 | Extreme Networks | EXTR | 584,421 | $7.7M | 1.12% |
| 24 | Watsco Inc | WSO-B | 14,263 | $7.2M | 1.05% |
| 25 | APi Group | APG | 185,388 | $6.6M | 0.96% |
| 26 | Generac Holdings Inc | GNRC | 50,597 | $6.4M | 0.93% |
| 27 | Valmont Industries Inc | 920253101 | 21,224 | $6.1M | 0.88% |
| 28 | SEI Investments Co | 784117103 | 66,836 | $5.2M | 0.75% |
| 29 | Floor & Decor Holdings | FND | 50,361 | $4.1M | 0.59% |
| 30 | Trex Co | TREX | 58,106 | $3.4M | 0.49% |