Q4 2024 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2025-02-14 · accession 0001213900-25-013886
$802.7M
Reported value
30
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109696104 | BCO | BRINKS CO | $55.4M | 6.91% | 597,633 | Common | SOLE |
| 077454106 | BDC | BELDEN INC | $53.5M | 6.66% | 474,910 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $52.8M | 6.58% | 1,567,052 | Common | SOLE |
| 90337L108 | USPH | U S PHYSICAL THERAPY | $50.7M | 6.32% | 571,809 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $50.2M | 6.25% | 484,363 | Common | SOLE |
| 099406100 | BOOT | BOOT BARN HLDGS INC | $45.7M | 5.69% | 300,989 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $38.8M | 4.84% | 223,010 | Common | SOLE |
| 001084102 | AGCO | AGCO CORP | $38.3M | 4.77% | 409,957 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $37.1M | 4.63% | 520,324 | Common | SOLE |
| 100557107 | SAM | BOSTON BEER INC | $36.6M | 4.56% | 121,972 | Common | SOLE |
| 04247X102 | AWI | ARMSTRONG WORLD INDS INC NEW | $35.2M | 4.38% | 248,807 | Common | SOLE |
| 626755102 | MUSA | MURPHY USA INC | $35.0M | 4.36% | 69,806 | Common | SOLE |
| 292765104 | EPAC | ENERPAC TOOL GROUP CORP | $34.7M | 4.32% | 843,394 | Common | SOLE |
| 258278100 | DORM | DORMAN PRODS INC | $32.8M | 4.09% | 253,345 | Common | SOLE |
| 53803X105 | LOB | LIVE OAK BANCSHARES INC | $31.5M | 3.93% | 796,720 | Common | SOLE |
| 45688C107 | NGVT | INGEVITY CORP | $28.0M | 3.49% | 686,490 | Common | SOLE |
| 858586100 | SCL | STEPAN CO | $24.8M | 3.09% | 383,685 | Common | SOLE |
| 691497309 | OXM | OXFORD INDS INC | $20.3M | 2.53% | 257,787 | Common | SOLE |
| 885160101 | THO | THOR INDS INC | $16.5M | 2.06% | 172,365 | Common | SOLE |
| 731068102 | PII | POLARIS INC | $16.4M | 2.05% | 284,957 | Common | SOLE |
| 007973100 | AEIS | ADVANCED ENERGY INDS | $13.4M | 1.67% | 115,668 | Common | SOLE |
| 11133T103 | BR | BROADRIDGE FINL SOLUTIONS IN | $11.0M | 1.37% | 48,729 | Common | NONE |
| 942622200 | WSO | WATSCO INC | $7.9M | 0.98% | 16,680 | Common | NONE |
| 368736104 | GNRC | GENERAC HLDGS INC | $6.9M | 0.86% | 44,568 | Common | NONE |
| 00187Y100 | APG | API GROUP CORP | $6.7M | 0.83% | 185,023 | Common | NONE |
| 920253101 | VMI | VALMONT INDS INC | $6.5M | 0.81% | 21,188 | Common | NONE |
| 784117103 | SEIC | SEI INVTS CO | $5.5M | 0.68% | 66,649 | Common | NONE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $4.2M | 0.53% | 42,518 | Common | NONE |
| 89531P105 | TREX | TREX CO INC | $4.0M | 0.50% | 58,001 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $2.3M | 0.28% | 10,186 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.