13F HOLDINGS REPORT
SOUTHERNSUN ASSET MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-076093
Total Value
$712.1M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Darling Ingredients Inc. | DAR | 1,316,772 | $50.0M | 7.02% |
| 2 | The Brink's Co. | BCO | 485,220 | $43.3M | 6.08% |
| 3 | Boot Barn Holdings Inc | BOOT | 263,356 | $40.0M | 5.62% |
| 4 | US Physical Therapy Inc | USPH | 507,841 | $39.7M | 5.58% |
| 5 | Louisiana-Pacific Corp | LPX | 433,260 | $37.3M | 5.23% |
| 6 | Belden Inc | BDC | 320,416 | $37.1M | 5.21% |
| 7 | AGCO Corp. | AGCO | 351,879 | $36.3M | 5.10% |
| 8 | Murphy USA Inc. | MUSA | 74,908 | $30.5M | 4.28% |
| 9 | Armstrong World Industries Inc | 04247X102 | 176,921 | $28.7M | 4.04% |
| 10 | Dorman Products Inc | 258278100 | 227,925 | $28.0M | 3.93% |
| 11 | Timken Co. | TKR | 376,106 | $27.3M | 3.83% |
| 12 | Modine Manufacturing Co | 607828100 | 276,969 | $27.3M | 3.83% |
| 13 | Live Oak Bancshares Inc | LOB-PA | 899,729 | $26.8M | 3.76% |
| 14 | Advanced Energy Industries Inc | 007973100 | 196,636 | $26.1M | 3.66% |
| 15 | MSA Safety Inc | MNESP | 139,805 | $23.4M | 3.29% |
| 16 | Ingevity Corp | NGVT | 529,967 | $22.8M | 3.21% |
| 17 | Stepan Co | SCL | 406,011 | $22.2M | 3.11% |
| 18 | Extreme Networks | EXTR | 1,117,003 | $20.1M | 2.82% |
| 19 | Enerpac Tool Group | EPAC | 492,132 | $20.0M | 2.80% |
| 20 | Dycom Industries Inc | 267475101 | 74,662 | $18.2M | 2.56% |
| 21 | The Boston Beer Co Inc | SAM | 91,627 | $17.5M | 2.46% |
| 22 | Crane NXT | CXT | 320,289 | $17.3M | 2.42% |
| 23 | Thor Industries Inc. | 885160101 | 154,286 | $13.7M | 1.92% |
| 24 | Broadridge Financial Solutions | 11133T103 | 46,768 | $11.4M | 1.60% |
| 25 | APi Group | APG | 196,864 | $10.0M | 1.41% |
| 26 | Generac Holdings Inc | GNRC | 61,094 | $8.7M | 1.23% |
| 27 | Valmont Industries Inc | 920253101 | 23,866 | $7.8M | 1.09% |
| 28 | Watsco Inc | WSO-B | 14,334 | $6.3M | 0.89% |
| 29 | SEI Investments Co | 784117103 | 66,950 | $6.0M | 0.84% |
| 30 | Floor & Decor Holdings | FND | 69,252 | $5.3M | 0.74% |
| 31 | Trex Co | TREX | 58,175 | $3.2M | 0.44% |