Q3 2025 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2025-11-14 · accession 0001213900-25-110468
$771.8M
Reported value
31
Positions
2025-09-30
Period end
The Brief · SOUTHERNSUN ASSET MANAGEMENT, LLC · Q3 2025
AI · grounded in 13F
SOUTHERNSUN ASSET MANAGEMENT, LLC established a new position in The Brink's Co. BCO valued at $55.9M. The fund also initiated new stakes in US Physical Therapy Inc USPH for $42.9M and Modine Manufacturing Co MOD for $39.1M. Additional new positions include Louisiana-Pacific Corp LPX and Murphy USA Inc. MUSA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109696104 | BCO | The Brink's Co. | $56.0M | 7.26% | 479,199 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy Inc | $42.9M | 5.56% | 505,222 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $39.2M | 5.08% | 275,633 | Common | SOLE |
| 546347105 | LPX | Louisiana-Pacific Corp | $38.0M | 4.93% | 428,042 | Common | SOLE |
| 626755102 | MUSA | Murphy USA Inc. | $37.3M | 4.83% | 95,949 | Common | SOLE |
| 224441105 | CXT | Crane NXT | $37.0M | 4.80% | 552,183 | Common | SOLE |
| 237266101 | DAR | Darling Ingredients Inc. | $36.7M | 4.76% | 1,189,850 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $35.9M | 4.65% | 216,337 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $35.2M | 4.56% | 292,409 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $34.2M | 4.44% | 174,717 | Common | SOLE |
| 53803X105 | LOB | Live Oak Bancshares Inc | $31.5M | 4.08% | 894,310 | Common | SOLE |
| 258278100 | DORM | Dorman Products Inc | $31.2M | 4.05% | 200,359 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $29.3M | 3.79% | 170,013 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $29.2M | 3.78% | 171,630 | Common | SOLE |
| 887389104 | TKR | Timken Co. | $27.8M | 3.60% | 370,037 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks | $27.7M | 3.59% | 1,341,400 | Common | SOLE |
| 001084102 | AGCO | AGCO Corp. | $27.4M | 3.55% | 255,893 | Common | SOLE |
| 292765104 | EPAC | Enerpac Tool Group | $25.9M | 3.36% | 632,023 | Common | SOLE |
| 45688C107 | NGVT | Ingevity Corp | $23.9M | 3.10% | 433,706 | Common | SOLE |
| 858586100 | SCL | Stepan Co | $21.3M | 2.76% | 446,656 | Common | SOLE |
| 100557107 | SAM | The Boston Beer Co Inc | $19.1M | 2.47% | 90,168 | Common | SOLE |
| 885160101 | THO | Thor Industries Inc. | $15.7M | 2.03% | 151,020 | Common | SOLE |
| 267475101 | DY | Dycom Industries Inc | $12.0M | 1.55% | 41,027 | Common | SOLE |
| 11133T103 | BR | Broadridge Financial Solutions | $10.7M | 1.38% | 44,798 | Common | NONE |
| 00187Y100 | APG | APi Group | $9.8M | 1.27% | 284,682 | Common | NONE |
| 920253101 | VMI | Valmont Industries Inc | $8.8M | 1.14% | 22,770 | Common | NONE |
| 368736104 | GNRC | Generac Holdings Inc | $8.2M | 1.07% | 49,187 | Common | NONE |
| 942622200 | WSO | Watsco Inc | $6.6M | 0.85% | 16,256 | Common | NONE |
| 784117103 | SEIC | SEI Investments Co | $5.6M | 0.73% | 66,497 | Common | NONE |
| 339750101 | FND | Floor & Decor Holdings | $4.9M | 0.63% | 66,383 | Common | NONE |
| 89531P105 | TREX | Trex Co | $2.8M | 0.36% | 53,987 | 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.