Q1 2025 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2025-05-14 · accession 0001213900-25-043117
$690.8M
Reported value
30
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109696104 | BCO | The Brink's Co. | $49.1M | 7.11% | 569,730 | Common | SOLE |
| 237266101 | DAR | Darling Ingredients Inc. | $44.9M | 6.50% | 1,437,331 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $44.6M | 6.45% | 444,475 | Common | SOLE |
| 546347105 | LPX | Louisiana-Pacific Corp | $42.1M | 6.10% | 458,091 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy Inc | $39.4M | 5.70% | 543,812 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $37.5M | 5.43% | 348,988 | Common | SOLE |
| 001084102 | AGCO | AGCO Corp. | $37.0M | 5.36% | 399,774 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $33.0M | 4.77% | 234,035 | Common | SOLE |
| 887389104 | TKR | Timken Co. | $32.2M | 4.66% | 447,447 | Common | SOLE |
| 292765104 | EPAC | Enerpac Tool Group | $31.3M | 4.53% | 697,215 | Common | SOLE |
| 626755102 | MUSA | Murphy USA Inc. | $30.9M | 4.48% | 65,857 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc | $27.4M | 3.96% | 179,692 | Common | SOLE |
| 258278100 | DORM | Dorman Products Inc | $26.8M | 3.88% | 222,590 | Common | SOLE |
| 100557107 | SAM | The Boston Beer Co Inc | $26.4M | 3.82% | 110,427 | Common | SOLE |
| 45688C107 | NGVT | Ingevity Corp | $24.2M | 3.51% | 612,146 | Common | SOLE |
| 53803X105 | LOB | Live Oak Bancshares Inc | $23.2M | 3.37% | 871,934 | Common | SOLE |
| 858586100 | SCL | Stepan Co | $20.7M | 3.00% | 376,009 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $18.1M | 2.61% | 235,344 | Common | SOLE |
| 691497309 | OXM | Oxford Industries Inc | $17.3M | 2.50% | 294,090 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $14.3M | 2.07% | 150,364 | Common | SOLE |
| 885160101 | THO | Thor Industries Inc. | $12.3M | 1.78% | 162,215 | Common | SOLE |
| 11133T103 | BR | Broadridge Financial Solutions | $11.5M | 1.67% | 47,444 | Common | NONE |
| 30226D106 | EXTR | Extreme Networks | $7.7M | 1.12% | 584,421 | Common | SOLE |
| 942622200 | WSO | Watsco Inc | $7.2M | 1.05% | 14,263 | Common | NONE |
| 00187Y100 | APG | APi Group | $6.6M | 0.96% | 185,388 | Common | NONE |
| 368736104 | GNRC | Generac Holdings Inc | $6.4M | 0.93% | 50,597 | Common | NONE |
| 920253101 | VMI | Valmont Industries Inc | $6.1M | 0.88% | 21,224 | Common | NONE |
| 784117103 | SEIC | SEI Investments Co | $5.2M | 0.75% | 66,836 | Common | NONE |
| 339750101 | FND | Floor & Decor Holdings | $4.1M | 0.59% | 50,361 | Common | NONE |
| 89531P105 | TREX | Trex Co | $3.4M | 0.49% | 58,106 | Common | NONE |
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.