Titelia

Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
31 in 1 countries
Top ten
52.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Darling Ingredients Inc 780,11048.2M $
2Murphy USA Inc 84,79741.9M $
3Boot Barn Holdings Inc 272,34839.9M $
4Louisiana-Pacific Corp 485,86935.3M $
5Extreme Networks Inc 2,297,93334.7M $
6Live Oak Bancshares Inc 1,033,53934.2M $
7US Physical Therapy Inc 439,90433M $
8Brink's Co/The 316,64332.8M $
9Crane NXT Co 783,80831.8M $
10Belden Inc 258,37729.7M $
11AGCO Corp 247,27628.7M $
12MSA Safety Inc 170,52028M $
13Armstrong World Industries Inc 168,27827.7M $
14Dorman Products Inc 246,52125.7M $
15Enerpac Tool Group Corp 664,87424.2M $
16Modine Manufacturing Co 110,28623.9M $
17CSW Industrials Inc 88,33623M $
18Stepan Co 378,79918.9M $
19Ingevity Corp 251,05117.9M $
20Boston Beer Co Inc/The 74,81617.2M $
21Advanced Energy Industries Inc 47,10815.2M $
22Kadant Inc 43,01812.6M $
23Thor Industries Inc 131,10710.5M $
24API Group Corp 255,29810.3M $
25Generac Holdings Inc 48,7439.5M $
26Broadridge Financial Solutions Inc 45,2547.4M $
27Watsco Inc 18,6466.8M $
28Valmont Industries Inc 16,5976.6M $
29SEI Investments Co 67,4035.3M $
30Oshkosh Corp 30,9804.6M $
31Floor & Decor Holdings Inc 87,3744.4M $

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Sector breakdown

  • Technology 2.2 %
  • Industrials 2.0 %
  • Unattributed 95.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States31689.9M $100.00 %
Cite this page

Titelia. "Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC". https://titelia.com/en/funds/US13F1089755