Q2 2025 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2025-08-14 · accession 0001213900-25-076093
$712.1M
Reported value
31
Positions
2025-06-30
Period end
The Brief · SOUTHERNSUN ASSET MANAGEMENT, LLC · Q2 2025
AI · grounded in 13F
SOUTHERNSUN ASSET MANAGEMENT, LLC established a new position in Darling Ingredients Inc. DAR valued at $49.96M. The fund also initiated new stakes in The Brink's Co. BCO for $43.33M and Boot Barn Holdings Inc BOOT for $40.03M. Other new additions include US Physical Therapy Inc USPH and Louisiana-Pacific Corp LPX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 237266101 | DAR | Darling Ingredients Inc. | $50.0M | 7.02% | 1,316,772 | Common | SOLE |
| 109696104 | BCO | The Brink's Co. | $43.3M | 6.08% | 485,220 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $40.0M | 5.62% | 263,356 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy Inc | $39.7M | 5.58% | 507,841 | Common | SOLE |
| 546347105 | LPX | Louisiana-Pacific Corp | $37.3M | 5.23% | 433,260 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $37.1M | 5.21% | 320,416 | Common | SOLE |
| 001084102 | AGCO | AGCO Corp. | $36.3M | 5.10% | 351,879 | Common | SOLE |
| 626755102 | MUSA | Murphy USA Inc. | $30.5M | 4.28% | 74,908 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $28.7M | 4.04% | 176,921 | Common | SOLE |
| 258278100 | DORM | Dorman Products Inc | $28.0M | 3.93% | 227,925 | Common | SOLE |
| 887389104 | TKR | Timken Co. | $27.3M | 3.83% | 376,106 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $27.3M | 3.83% | 276,969 | Common | SOLE |
| 53803X105 | LOB | Live Oak Bancshares Inc | $26.8M | 3.76% | 899,729 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $26.1M | 3.66% | 196,636 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $23.4M | 3.29% | 139,805 | Common | SOLE |
| 45688C107 | NGVT | Ingevity Corp | $22.8M | 3.21% | 529,967 | Common | SOLE |
| 858586100 | SCL | Stepan Co | $22.2M | 3.11% | 406,011 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks | $20.1M | 2.82% | 1,117,003 | Common | SOLE |
| 292765104 | EPAC | Enerpac Tool Group | $20.0M | 2.80% | 492,132 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc | $18.2M | 2.56% | 74,662 | Common | SOLE |
| 100557107 | SAM | The Boston Beer Co Inc | $17.5M | 2.46% | 91,627 | Common | SOLE |
| 224441105 | CXT | Crane NXT | $17.3M | 2.42% | 320,289 | Common | SOLE |
| 885160101 | THO | Thor Industries Inc. | $13.7M | 1.92% | 154,286 | Common | SOLE |
| 11133T103 | BR | Broadridge Financial Solutions | $11.4M | 1.60% | 46,768 | Common | NONE |
| 00187Y100 | APG | APi Group | $10.0M | 1.41% | 196,864 | Common | NONE |
| 368736104 | GNRC | Generac Holdings Inc | $8.7M | 1.23% | 61,094 | Common | NONE |
| 920253101 | VMI | Valmont Industries Inc | $7.8M | 1.09% | 23,866 | Common | NONE |
| 942622200 | WSO | Watsco Inc | $6.3M | 0.89% | 14,334 | Common | NONE |
| 784117103 | SEIC | SEI Investments Co | $6.0M | 0.84% | 66,950 | Common | NONE |
| 339750101 | FND | Floor & Decor Holdings | $5.3M | 0.74% | 69,252 | Common | NONE |
| 89531P105 | TREX | Trex Co | $3.2M | 0.44% | 58,175 | 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.