SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK

1089755

Location

Memphis, TN

Portfolio Value

Small $742,814,635

Diversification

Diversified

Filing Date

Global Rank

#3,041 / 8,818 ▼ 115

Top Industry

Specialty Industrial Machinery 11.3%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 56.3%, 22.0 effective positions, active share 96.5% against the S&P MidCap 400 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

30.2% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 16.3 quarters (12+), a floor since 34.3% of the book was already held when coverage starts

Closest benchmark: the S&P MidCap 400 as of 2026-06-30, active share 96.5%; sector active share 57.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.4 pts

Top 5

30.9%

+1.9 pts

Top 10

56.3%

+3.9 pts

HHI

456

Diversified+36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	47.5%	$352,494,860	15
Consumer Cyclical	22.4%	$166,535,166	6
Consumer Defensive	8.8%	$65,037,904	2
Technology	8.1%	$60,501,098	2
Financial Services	5.9%	$43,759,813	2
Healthcare	4.9%	$36,246,900	1
Basic Materials	2.5%	$18,238,894	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
EPAC	Enerpac Tool Group Corp	+185,308	850,182	$30,487,526
THO	Thor Industries Inc	+107,864	238,971	$17,961,060
LPX	Louisiana-Pacific Corp	+91,829	577,698	$45,441,724
USPH	U S Physical Therapy Inc	+87,861	527,765	$36,246,900
AGCO	Agco Corp	+58,197	305,473	$36,565,118
SAM	Boston Beer Co Inc	+57,061	131,877	$23,346,185
CXT	Crane NXT, Co.	+45,374	829,182	$42,420,951
AWI	Armstrong World Industries Inc	+32,597	200,875	$32,224,367
MSA	MSA Safety Inc	+29,134	199,654	$34,855,595
DORM	Dorman Products, Inc.	+16,862	263,383	$35,938,610
OSK	Oshkosh Corp	+12,352	43,332	$6,650,595
CSW	Csw Industrials, Inc.	+6,362	94,698	$26,354,453
KAI	Kadant Inc	+5,663	48,681	$15,297,030
BCO	Brinks Co	+3,899	320,542	$30,288,013
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
EXTR	Extreme Networks Inc	−612,483	1,685,450	$54,558,016
LOB	Live Oak Bancshares, Inc.	−98,788	934,751	$38,175,230
MOD	Modine Manufacturing Co	−33,683	76,603	$20,454,533
DAR	Darling Ingredients Inc.	−16,805	763,305	$41,691,719
APG	APi Group Corp	−10,501	244,797	$10,367,152
AEIS	Advanced Energy Industries Inc	−8,425	38,683	$14,423,730
GNRC	Generac Holdings Inc.	−8,366	40,377	$11,822,789
NGVT	Ingevity Corp	−6,791	244,260	$18,238,894
MUSA	Murphy USA Inc.	−4,835	79,962	$43,089,122
BOOT	Boot Barn Holdings, Inc.	−3,749	268,599	$44,122,757
SEIC	Sei Investments Co	−3,732	63,671	$5,584,583
FND	Floor & Decor Holdings, Inc.	−3,663	83,711	$4,969,084
VMI	Valmont Industries Inc	−2,996	13,601	$7,855,937
BR	Broadridge Financial Solutions, Inc.	−1,858	43,396	$5,943,082
WSO	Watsco Inc	−793	17,853	$7,439,880
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BDC	Belden Inc.	258,377	$29,669,430
SCL	Stepan Co	378,799	$18,932,374
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $742,814,635 total · filing declares 29 positions · $742,814,647 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
EXTR	Extreme Networks Inc Technology	Reduced	1,685,450	-612,483	$54,558,016	+57.4%	6	$16.49	7.34%
LPX	Louisiana-Pacific Corp Industrials	Added	577,698	+91,829	$45,441,724	+28.6%	14	$67.42	6.12%
BOOT	Boot Barn Holdings, Inc. Consumer Cyclical	Reduced	268,599	-3,749	$44,122,757	+10.7%	15	$116.41	5.94%
MUSA	Murphy USA Inc. Consumer Cyclical	Reduced	79,962	-4,835	$43,089,122	+2.9%	26+	before history	5.80%
CXT	Crane NXT, Co. Industrials	Added	829,182	+45,374	$42,420,951	+33.3%	5	$53.70	5.71%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	763,305	-16,805	$41,691,719	−13.6%	26+	before history	5.61%
LOB	Live Oak Bancshares, Inc. Financial Services	Reduced	934,751	-98,788	$38,175,230	+11.7%	15	$31.95	5.14%
AGCO	Agco Corp Industrials	Added	305,473	+58,197	$36,565,118	+27.6%	26+	before history	4.92%
USPH	U S Physical Therapy Inc Healthcare	Added	527,765	+87,861	$36,246,900	+9.9%	16	$91.56	4.88%
DORM	Dorman Products, Inc. Consumer Cyclical	Added	263,383	+16,862	$35,938,610	+39.7%	26+	before history	4.84%
MSA	MSA Safety Inc Industrials	Added	199,654	+29,134	$34,855,595	+24.7%	5	$160.81	4.69%
AWI	Armstrong World Industries Inc Industrials	Added	200,875	+32,597	$32,224,367	+16.2%	23	$91.91	4.34%
EPAC	Enerpac Tool Group Corp Industrials	Added	850,182	+185,308	$30,487,526	+25.7%	26+	before history	4.10%
BCO	Brinks Co Industrials	Added	320,542	+3,899	$30,288,013	−7.7%	26+	before history	4.08%
CSW	Csw Industrials, Inc. Industrials	Added	94,698	+6,362	$26,354,453	+14.5%	3	$272.83	3.55%
SAM	Boston Beer Co Inc Consumer Defensive	Added	131,877	+57,061	$23,346,185	+35.4%	19	$290.01	3.14%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	76,603	-33,683	$20,454,533	−14.4%	6	$97.14	2.75%
NGVT	Ingevity Corp Basic Materials	Reduced	244,260	-6,791	$18,238,894	+2.0%	25	$63.80	2.46%
THO	Thor Industries Inc Consumer Cyclical	Added	238,971	+107,864	$17,961,060	+71.5%	26+	before history	2.42%
KAI	Kadant Inc Industrials	Added	48,681	+5,663	$15,297,030	+21.6%	3	$287.29	2.06%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	38,683	-8,425	$14,423,730	−5.1%	8	$110.93	1.94%
GNRC	Generac Holdings Inc. Industrials	Reduced	40,377	-8,366	$11,822,789	+24.2%	8	$146.62	1.59%
APG	APi Group Corp Industrials	Reduced	244,797	-10,501	$10,367,152	+0.2%	8	$23.99	1.40%
VMI	Valmont Industries Inc Industrials	Reduced	13,601	-2,996	$7,855,937	+18.5%	9	$254.67	1.06%
WSO	Watsco Inc Industrials	Reduced	17,853	-793	$7,439,880	+9.7%	26+	before history	1.00%
OSK	Oshkosh Corp Industrials	Added	43,332	+12,352	$6,650,595	+45.8%	3	$138.92	0.90%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	43,396	-1,858	$5,943,082	−19.2%	26+	before history	0.80%
SEIC	Sei Investments Co Financial Services	Reduced	63,671	-3,732	$5,584,583	+5.6%	26+	before history	0.75%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Reduced	83,711	-3,663	$4,969,084	+12.0%	12	$85.77	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.