Institutional Manager · CIK 0001089755
SOUTHERNSUN ASSET MANAGEMENT, LLC
Memphis, TN · File #028-03489
Latest AUM
$716.4M
Positions
32
Top-10 Concentration
51.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202532 pos · $716.4M
- 13F HOLDINGS REPORTQ/E Sep 202531 pos · $771.8M
- 13F HOLDINGS REPORTQ/E Jun 202531 pos · $712.1M
- 13F HOLDINGS REPORTQ/E Mar 202530 pos · $690.8M
- 13F HOLDINGS REPORTQ/E Dec 202430 pos · $802.7M
- 13F HOLDINGS REPORTQ/E Sep 202429 pos · $843.7M
- 13F HOLDINGS REPORTQ/E Jun 202427 pos · $829.1M
- 13F HOLDINGS REPORTQ/E Mar 202427 pos · $898.0M
- 13F HOLDINGS REPORTQ/E Dec 202327 pos · $853.5M
- 13F HOLDINGS REPORTQ/E Sep 202326 pos · $947.9M
- 13F HOLDINGS REPORTQ/E Jun 202328 pos · $876.4M
- 13F HOLDINGS REPORTQ/E Mar 202329 pos · $877.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |