SOUTHERNSUN ASSET MANAGEMENT, LLC

Est. AUM

$689.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Darling Ingredients Inc.	COM	$48.3M	780110	6.99%	SOLE
2	Murphy USA Inc.	COM	$41.9M	84797	6.07%	SOLE
3	Boot Barn Holdings Inc	COM	$39.9M	272348	5.78%	SOLE
4	Louisiana-Pacific Corp	COM	$35.3M	485869	5.12%	SOLE
5	Extreme Networks	COM	$34.7M	2297933	5.02%	SOLE
6	Live Oak Bancshares Inc	COM	$34.2M	1033539	4.95%	SOLE
7	US Physical Therapy Inc	COM	$33.0M	439904	4.78%	SOLE
8	The Brink's Co.	COM	$32.8M	316643	4.76%	SOLE
9	Crane NXT	COM	$31.8M	783808	4.61%	SOLE
10	Belden Inc	COM	$29.7M	258377	4.30%	SOLE
11	AGCO Corp.	COM	$28.7M	247276	4.15%	SOLE
12	MSA Safety Inc	COM	$28.0M	170520	4.05%	SOLE
13	Armstrong World Industries Inc	COM	$27.7M	168278	4.02%	SOLE
14	Dorman Products Inc	COM	$25.7M	246521	3.73%	SOLE
15	Enerpac Tool Group	COM	$24.2M	664874	3.51%	SOLE
16	Modine Manufacturing Co	COM	$23.9M	110286	3.46%	SOLE
17	CSW Industrials	COM	$23.0M	88336	3.34%	SOLE
18	Stepan Co	COM	$18.9M	378799	2.74%	SOLE
19	Ingevity Corp	COM	$17.9M	251051	2.59%	SOLE
20	The Boston Beer Co Inc	COM	$17.2M	74816	2.50%	SOLE
21	Advanced Energy Industries Inc	COM	$15.2M	47108	2.20%	SOLE
22	Kadant Inc	COM	$12.6M	43018	1.82%	SOLE
23	Thor Industries Inc.	COM	$10.5M	131107	1.52%	SOLE
24	APi Group	COM	$10.3M	255298	1.50%	SOLE
25	Generac Holdings Inc	COM	$9.5M	48743	1.38%	SOLE
26	Broadridge Financial Solutions	COM	$7.4M	45254	1.07%	SOLE
27	Watsco Inc	COM	$6.8M	18646	0.98%	SOLE
28	Valmont Industries Inc	COM	$6.6M	16597	0.96%	SOLE
29	SEI Investments Co	COM	$5.3M	67403	0.77%	SOLE
30	Oshkosh Corp	COM	$4.6M	30980	0.66%	SOLE
31	Floor & Decor Holdings	COM	$4.4M	87374	0.64%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.