Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC
31 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 52.4 % of the equity sleeve
Sector breakdown
- Technology 4.3 %
- Unattributed 95.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 31 | 689.9M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Darling Ingredients Inc | 780,110 | 48.2M $ | |
| Murphy USA Inc | 84,797 | 41.9M $ | |
| Boot Barn Holdings Inc | 272,348 | 39.9M $ | |
| Louisiana-Pacific Corp | 485,869 | 35.3M $ | |
| Extreme Networks Inc | 2,297,933 | 34.7M $ | |
| Live Oak Bancshares Inc | 1,033,539 | 34.2M $ | |
| US Physical Therapy Inc | 439,904 | 33M $ | |
| Brink's Co/The | 316,643 | 32.8M $ | |
| Crane NXT Co | 783,808 | 31.8M $ | |
| Belden Inc | 258,377 | 29.7M $ | |
| AGCO Corp | 247,276 | 28.7M $ | |
| MSA Safety Inc | 170,520 | 28M $ | |
| Armstrong World Industries Inc | 168,278 | 27.7M $ | |
| Dorman Products Inc | 246,521 | 25.7M $ | |
| Enerpac Tool Group Corp | 664,874 | 24.2M $ | |
| Modine Manufacturing Co | 110,286 | 23.9M $ | |
| CSW Industrials Inc | 88,336 | 23M $ | |
| Stepan Co | 378,799 | 18.9M $ | |
| Ingevity Corp | 251,051 | 17.9M $ | |
| Boston Beer Co Inc/The | 74,816 | 17.2M $ | |
| Advanced Energy Industries Inc | 47,108 | 15.2M $ | |
| Kadant Inc | 43,018 | 12.6M $ | |
| Thor Industries Inc | 131,107 | 10.5M $ | |
| API Group Corp | 255,298 | 10.3M $ | |
| Generac Holdings Inc | 48,743 | 9.5M $ | |
| Broadridge Financial Solutions Inc | 45,254 | 7.4M $ | |
| Watsco Inc | 18,646 | 6.8M $ | |
| Valmont Industries Inc | 16,597 | 6.6M $ | |
| SEI Investments Co | 67,403 | 5.3M $ | |
| Oshkosh Corp | 30,980 | 4.6M $ | |
| Floor & Decor Holdings Inc | 87,374 | 4.4M $ | |