Q4 2025 · 13F-HR
SOUTHERNSUN ASSET MANAGEMENT, LLCholdings as filed
Filed 2026-02-13 · accession 0001213900-26-015916
$716.4M
Reported value
32
Positions
2025-12-31
Period end
The Brief · SOUTHERNSUN ASSET MANAGEMENT, LLC · Q4 2025
AI · grounded in 13F
SOUTHERNSUN ASSET MANAGEMENT, LLC closed its position in Timken Co. TKR, reducing exposure by $27.8M. The fund established new positions in CSW Industrials CSW for $19.6M and Kadant Inc KAI for $12.8M. Additionally, the manager exited Dycom Industries Inc DY with a $12M sale and increased its stake in Extreme Networks EXTR by 46.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109696104 | BCO | The Brink's Co. | $48.6M | 6.78% | 415,992 | Common | SOLE |
| 237266101 | DAR | Darling Ingredients Inc. | $40.9M | 5.70% | 1,134,847 | Common | SOLE |
| 90337L108 | USPH | US Physical Therapy Inc | $37.4M | 5.23% | 479,536 | Common | SOLE |
| 626755102 | MUSA | Murphy USA Inc. | $37.3M | 5.20% | 92,328 | Common | SOLE |
| 546347105 | LPX | Louisiana-Pacific Corp | $36.9M | 5.15% | 457,254 | Common | SOLE |
| 53803X105 | LOB | Live Oak Bancshares Inc | $35.3M | 4.93% | 1,029,108 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $34.1M | 4.76% | 193,221 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $33.2M | 4.63% | 248,408 | Common | SOLE |
| 30226D106 | EXTR | Extreme Networks | $32.8M | 4.58% | 1,970,886 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $32.7M | 4.57% | 280,976 | Common | SOLE |
| 04247X102 | AWI | Armstrong World Industries Inc | $31.9M | 4.45% | 166,745 | Common | SOLE |
| 224441105 | CXT | Crane NXT | $31.5M | 4.39% | 668,210 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $29.7M | 4.15% | 185,667 | Common | SOLE |
| 001084102 | AGCO | AGCO Corp. | $28.2M | 3.93% | 270,075 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $25.8M | 3.61% | 123,450 | Common | SOLE |
| 258278100 | DORM | Dorman Products Inc | $23.5M | 3.28% | 190,573 | Common | SOLE |
| 292765104 | EPAC | Enerpac Tool Group | $23.0M | 3.21% | 600,682 | Common | SOLE |
| 126402106 | CSW | CSW Industrials | $19.6M | 2.73% | 66,748 | Common | SOLE |
| 858586100 | SCL | Stepan Co | $19.3M | 2.70% | 407,767 | Common | SOLE |
| 45688C107 | NGVT | Ingevity Corp | $16.2M | 2.26% | 273,005 | Common | SOLE |
| 100557107 | SAM | The Boston Beer Co Inc | $14.7M | 2.06% | 75,524 | Common | SOLE |
| 885160101 | THO | Thor Industries Inc. | $14.6M | 2.04% | 142,474 | Common | SOLE |
| 48282T104 | KAI | Kadant Inc | $12.8M | 1.79% | 45,033 | Common | SOLE |
| 11133T103 | BR | Broadridge Financial Solutions | $10.0M | 1.40% | 44,800 | Common | NONE |
| 00187Y100 | APG | APi Group | $9.7M | 1.35% | 252,771 | Common | NONE |
| 920253101 | VMI | Valmont Industries Inc | $8.1M | 1.14% | 20,228 | Common | NONE |
| 368736104 | GNRC | Generac Holdings Inc | $7.6M | 1.06% | 55,717 | Common | NONE |
| 942622200 | WSO | Watsco Inc | $6.2M | 0.87% | 18,458 | Common | NONE |
| 784117103 | SEIC | SEI Investments Co | $5.5M | 0.76% | 66,490 | Common | NONE |
| 339750101 | FND | Floor & Decor Holdings | $4.6M | 0.64% | 75,517 | Common | NONE |
| 688239201 | OSK | Oshkosh Corp | $2.5M | 0.35% | 20,156 | Common | NONE |
| 464287655 | IWM | Russell 2000 Index Fund | $2.2M | 0.30% | 8,800 | 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.