SOUTHERNSUN ASSET MANAGEMENT, LLC
Top Portfolio Positions
31 positions ·
$689,910,966 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
780,110 | $48,249,803 | 6.99% | |
| MUSA |
Murphy USA Inc.
Consumer Cyclical
|
84,797 | $41,887,174 | 6.07% | |
| BOOT |
Boot Barn Holdings, Inc.
Consumer Cyclical
|
272,348 | $39,860,853 | 5.78% | |
| LPX |
Louisiana-Pacific Corp
Industrials
|
485,869 | $35,346,969 | 5.12% | |
| EXTR |
Extreme Networks Inc
Technology
|
2,297,933 | $34,652,829 | 5.02% | |
| LOB |
Live Oak Bancshares, Inc.
Financial Services
|
1,033,539 | $34,179,134 | 4.95% | |
| USPH |
U S Physical Therapy Inc /Nv
Healthcare
|
439,904 | $32,975,203 | 4.78% | |
| BCO |
Brinks Co
Industrials
|
316,643 | $32,813,714 | 4.76% | |
| CXT |
Crane NXT, Co.
Industrials
|
783,808 | $31,814,766 | 4.61% | |
| BDC |
Belden Inc.
Technology
|
258,377 | $29,669,430 | 4.30% |
Portfolio Trend
Holdings in AWI
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,732,214 | 168,278 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,864,969 | 166,745 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,246,279 | 174,717 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,739,047 | 176,921 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,970,850 | 234,035 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $35,163,893 | 248,807 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,534,576 | 247,543 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,386,028 | 268,333 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,653,185 | 270,916 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,705,732 | 393,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,022,104 | 500,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,090,111 | 518,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,210,080 | 508,283 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,458,666 | 458,648 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,229,352 | 192,217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,086,684 | 107,880 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,707,128 | 107,845 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,692,587 | 100,694 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,261,498 | 128,433 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,007,619 | 130,595 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,377,915 | 137,395 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,079,150 | 122,048 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||