SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK

1089755

Location

Memphis, TN

Portfolio Value

Small $689,910,966

Diversification

Diversified

Filing Date

Global Rank

#2,206 / 8,622 — · as of Mar 2026

Top Industry

Specialty Industrial Machinery 14.7%

3Y Alpha vs SPY

-10.2%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+29.9%

SPY

+67.9%

Annualised alpha

-9.7%

Max drawdown

−30.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

+0.2 pts

Top 5

29.0%

+0.8 pts

Top 10

52.4%

+0.7 pts

HHI

419

Diversified+2

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	43.1%	$297,202,469	15
Consumer Cyclical	21.2%	$146,287,774	6
Technology	10.4%	$71,675,128	3
Consumer Defensive	9.5%	$65,487,409	2
Financial Services	5.7%	$39,468,247	2
Basic Materials	5.3%	$36,814,736	2
Healthcare	4.8%	$32,975,203	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
EXTR	Extreme Networks Inc	+327,047	2,297,933	$34,652,829
CXT	Crane NXT, Co.	+115,598	783,808	$31,814,766
BOOT	Boot Barn Holdings, Inc.	+79,127	272,348	$39,860,853
EPAC	Enerpac Tool Group Corp	+64,192	664,874	$24,247,954
DORM	Dorman Products, Inc.	+55,948	246,521	$25,726,931
LPX	Louisiana-Pacific Corp	+28,615	485,869	$35,346,969
CSW	Csw Industrials, Inc.	+21,588	88,336	$23,018,594
FND	Floor & Decor Holdings, Inc.	+11,857	87,374	$4,438,599
OSK	Oshkosh Corp	+10,824	30,980	$4,560,565
LOB	Live Oak Bancshares, Inc.	+4,431	1,033,539	$34,179,134
APG	APi Group Corp	+2,527	255,298	$10,344,674
AWI	Armstrong World Industries Inc	+1,533	168,278	$27,732,214
SEIC	Sei Investments Co	+913	67,403	$5,289,113
BR	Broadridge Financial Solutions, Inc.	+454	45,254	$7,352,869
WSO	Watsco Inc	+188	18,646	$6,783,228
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
DAR	Darling Ingredients Inc.	−354,737	780,110	$48,249,803
MOD	Modine Manufacturing Co	−138,122	110,286	$23,900,079
BCO	Brinks Co	−99,349	316,643	$32,813,714
AEIS	Advanced Energy Industries Inc	−76,342	47,108	$15,202,222
USPH	U S Physical Therapy Inc /Nv	−39,632	439,904	$32,975,203
SCL	Stepan Co	−28,968	378,799	$18,932,374
AGCO	Agco Corp /De	−22,799	247,276	$28,651,870
BDC	Belden Inc.	−22,599	258,377	$29,669,430
NGVT	Ingevity Corp	−21,954	251,051	$17,882,362
MSA	MSA Safety Inc	−15,147	170,520	$27,956,754
THO	Thor Industries Inc	−11,367	131,107	$10,474,138
MUSA	Murphy USA Inc.	−7,531	84,797	$41,887,174
GNRC	Generac Holdings Inc.	−6,974	48,743	$9,520,970
VMI	Valmont Industries Inc	−3,631	16,597	$6,631,663
KAI	Kadant Inc	−2,015	43,018	$12,576,312
SAM	Boston Beer Co Inc	−708	74,816	$17,237,606
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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $689,910,966 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	780,110	-354,737	$48,249,803	+18.1%	6.99%
MUSA	Murphy USA Inc. Consumer Cyclical	Reduced	84,797	-7,531	$41,887,174	+12.4%	6.07%
BOOT	Boot Barn Holdings, Inc. Consumer Cyclical	Added	272,348	+79,127	$39,860,853	+16.9%	5.78%
LPX	Louisiana-Pacific Corp Industrials	Added	485,869	+28,615	$35,346,969	−4.3%	5.12%
EXTR	Extreme Networks Inc Technology	Added	2,297,933	+327,047	$34,652,829	+5.6%	5.02%
LOB	Live Oak Bancshares, Inc. Financial Services	Added	1,033,539	+4,431	$34,179,134	−3.3%	4.95%
USPH	U S Physical Therapy Inc /Nv Healthcare	Reduced	439,904	-39,632	$32,975,203	−11.9%	4.78%
BCO	Brinks Co Industrials	Reduced	316,643	-99,349	$32,813,714	−32.4%	4.76%
CXT	Crane NXT, Co. Industrials	Added	783,808	+115,598	$31,814,766	+1.2%	4.61%
BDC	Belden Inc. Technology	Reduced	258,377	-22,599	$29,669,430	−9.4%	4.30%
AGCO	Agco Corp /De Industrials	Reduced	247,276	-22,799	$28,651,870	+1.7%	4.15%
MSA	MSA Safety Inc Industrials	Reduced	170,520	-15,147	$27,956,754	−6.0%	4.05%
AWI	Armstrong World Industries Inc Industrials	Added	168,278	+1,533	$27,732,214	−13.0%	4.02%
DORM	Dorman Products, Inc. Consumer Cyclical	Added	246,521	+55,948	$25,726,931	+9.6%	3.73%
EPAC	Enerpac Tool Group Corp Industrials	Added	664,874	+64,192	$24,247,954	+5.6%	3.51%
MOD	Modine Manufacturing Co Consumer Cyclical	Reduced	110,286	-138,122	$23,900,079	−27.9%	3.46%
CSW	Csw Industrials, Inc. Industrials	Added	88,336	+21,588	$23,018,594	+17.5%	3.34%
SCL	Stepan Co Basic Materials	Reduced	378,799	-28,968	$18,932,374	−2.0%	2.74%
NGVT	Ingevity Corp Basic Materials	Reduced	251,051	-21,954	$17,882,362	+10.7%	2.59%
SAM	Boston Beer Co Inc Consumer Defensive	Reduced	74,816	-708	$17,237,606	+17.0%	2.50%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	47,108	-76,342	$15,202,222	−41.2%	2.20%
KAI	Kadant Inc Industrials	Reduced	43,018	-2,015	$12,576,312	−2.0%	1.82%
THO	Thor Industries Inc Consumer Cyclical	Reduced	131,107	-11,367	$10,474,138	−28.4%	1.52%
APG	APi Group Corp Industrials	Added	255,298	+2,527	$10,344,674	+7.0%	1.50%
GNRC	Generac Holdings Inc. Industrials	Reduced	48,743	-6,974	$9,520,970	+25.3%	1.38%
BR	Broadridge Financial Solutions, Inc. Technology	Added	45,254	+454	$7,352,869	−26.5%	1.07%
WSO	Watsco Inc Industrials	Added	18,646	+188	$6,783,228	+9.1%	0.98%
VMI	Valmont Industries Inc Industrials	Reduced	16,597	-3,631	$6,631,663	−18.5%	0.96%
SEIC	Sei Investments Co Financial Services	Added	67,403	+913	$5,289,113	−3.0%	0.77%
OSK	Oshkosh Corp Industrials	Added	30,980	+10,824	$4,560,565	+80.1%	0.66%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Added	87,374	+11,857	$4,438,599	−3.5%	0.64%

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.