13F HOLDINGS REPORT
SOUTHERNSUN ASSET MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001213900-26-015916
Total Value
$716.4M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | The Brink's Co. | BCO | 415,992 | $48.6M | 6.78% |
| 2 | Darling Ingredients Inc. | DAR | 1,134,847 | $40.9M | 5.70% |
| 3 | US Physical Therapy Inc | USPH | 479,536 | $37.4M | 5.23% |
| 4 | Murphy USA Inc. | MUSA | 92,328 | $37.3M | 5.20% |
| 5 | Louisiana-Pacific Corp | LPX | 457,254 | $36.9M | 5.15% |
| 6 | Live Oak Bancshares Inc | LOB-PA | 1,029,108 | $35.3M | 4.93% |
| 7 | Boot Barn Holdings Inc | BOOT | 193,221 | $34.1M | 4.76% |
| 8 | Modine Manufacturing Co | 607828100 | 248,408 | $33.2M | 4.63% |
| 9 | Extreme Networks | EXTR | 1,970,886 | $32.8M | 4.58% |
| 10 | Belden Inc | BDC | 280,976 | $32.7M | 4.57% |
| 11 | Armstrong World Industries Inc | 04247X102 | 166,745 | $31.9M | 4.45% |
| 12 | Crane NXT | CXT | 668,210 | $31.5M | 4.39% |
| 13 | MSA Safety Inc | MNESP | 185,667 | $29.7M | 4.15% |
| 14 | AGCO Corp. | AGCO | 270,075 | $28.2M | 3.93% |
| 15 | Advanced Energy Industries Inc | 007973100 | 123,450 | $25.8M | 3.61% |
| 16 | Dorman Products Inc | 258278100 | 190,573 | $23.5M | 3.28% |
| 17 | Enerpac Tool Group | EPAC | 600,682 | $23.0M | 3.21% |
| 18 | CSW Industrials | CSW | 66,748 | $19.6M | 2.73% |
| 19 | Stepan Co | SCL | 407,767 | $19.3M | 2.70% |
| 20 | Ingevity Corp | NGVT | 273,005 | $16.2M | 2.26% |
| 21 | The Boston Beer Co Inc | SAM | 75,524 | $14.7M | 2.06% |
| 22 | Thor Industries Inc. | 885160101 | 142,474 | $14.6M | 2.04% |
| 23 | Kadant Inc | KAI | 45,033 | $12.8M | 1.79% |
| 24 | Broadridge Financial Solutions | 11133T103 | 44,800 | $10.0M | 1.40% |
| 25 | APi Group | APG | 252,771 | $9.7M | 1.35% |
| 26 | Valmont Industries Inc | 920253101 | 20,228 | $8.1M | 1.14% |
| 27 | Generac Holdings Inc | GNRC | 55,717 | $7.6M | 1.06% |
| 28 | Watsco Inc | WSO-B | 18,458 | $6.2M | 0.87% |
| 29 | SEI Investments Co | 784117103 | 66,490 | $5.5M | 0.76% |
| 30 | Floor & Decor Holdings | FND | 75,517 | $4.6M | 0.64% |
| 31 | Oshkosh Corp | OSK | 20,156 | $2.5M | 0.35% |
| 32 | Russell 2000 Index Fund | 464287655 | 8,800 | $2.2M | 0.30% |