13F HOLDINGS REPORT
SOUTHERNSUN ASSET MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001213900-25-110468
Total Value
$771.8M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | The Brink's Co. | BCO | 479,199 | $56.0M | 7.26% |
| 2 | US Physical Therapy Inc | USPH | 505,222 | $42.9M | 5.56% |
| 3 | Modine Manufacturing Co | 607828100 | 275,633 | $39.2M | 5.08% |
| 4 | Louisiana-Pacific Corp | LPX | 428,042 | $38.0M | 4.93% |
| 5 | Murphy USA Inc. | MUSA | 95,949 | $37.3M | 4.83% |
| 6 | Crane NXT | CXT | 552,183 | $37.0M | 4.80% |
| 7 | Darling Ingredients Inc. | DAR | 1,189,850 | $36.7M | 4.76% |
| 8 | Boot Barn Holdings Inc | BOOT | 216,337 | $35.9M | 4.65% |
| 9 | Belden Inc | BDC | 292,409 | $35.2M | 4.56% |
| 10 | Armstrong World Industries Inc | 04247X102 | 174,717 | $34.2M | 4.44% |
| 11 | Live Oak Bancshares Inc | LOB-PA | 894,310 | $31.5M | 4.08% |
| 12 | Dorman Products Inc | 258278100 | 200,359 | $31.2M | 4.05% |
| 13 | MSA Safety Inc | MNESP | 170,013 | $29.3M | 3.79% |
| 14 | Advanced Energy Industries Inc | 007973100 | 171,630 | $29.2M | 3.78% |
| 15 | Timken Co. | TKR | 370,037 | $27.8M | 3.60% |
| 16 | Extreme Networks | EXTR | 1,341,400 | $27.7M | 3.59% |
| 17 | AGCO Corp. | AGCO | 255,893 | $27.4M | 3.55% |
| 18 | Enerpac Tool Group | EPAC | 632,023 | $25.9M | 3.36% |
| 19 | Ingevity Corp | NGVT | 433,706 | $23.9M | 3.10% |
| 20 | Stepan Co | SCL | 446,656 | $21.3M | 2.76% |
| 21 | The Boston Beer Co Inc | SAM | 90,168 | $19.1M | 2.47% |
| 22 | Thor Industries Inc. | 885160101 | 151,020 | $15.7M | 2.03% |
| 23 | Dycom Industries Inc | 267475101 | 41,027 | $12.0M | 1.55% |
| 24 | Broadridge Financial Solutions | 11133T103 | 44,798 | $10.7M | 1.38% |
| 25 | APi Group | APG | 284,682 | $9.8M | 1.27% |
| 26 | Valmont Industries Inc | 920253101 | 22,770 | $8.8M | 1.14% |
| 27 | Generac Holdings Inc | GNRC | 49,187 | $8.2M | 1.07% |
| 28 | Watsco Inc | WSO-B | 16,256 | $6.6M | 0.85% |
| 29 | SEI Investments Co | 784117103 | 66,497 | $5.6M | 0.73% |
| 30 | Floor & Decor Holdings | FND | 66,383 | $4.9M | 0.63% |
| 31 | Trex Co | TREX | 53,987 | $2.8M | 0.36% |