SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK

1089755

City

Memphis

State / Country

Stock

BCO — Brinks Co

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,813,714	316,643	-23.9%	Shares	Sole	2026-05-13
2025-12-31	$48,558,746	415,992	-13.2%	Shares	Sole	2026-02-13
2025-09-30	$55,999,195	479,199	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$43,325,293	485,220	-14.8%	Shares	Sole	2025-08-14
2025-03-31	$49,087,936	569,730	-4.7%	Shares	Sole	2025-05-14
2024-12-31	$55,442,413	597,633	+15.4%	Shares	Sole	2025-02-14
2024-09-30	$59,893,656	517,932	+11.0%	Shares	Sole	2024-11-14
2024-06-30	$47,800,729	466,804	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$43,549,040	471,412	+2.3%	Shares	Sole	2024-05-15
2023-12-31	$40,511,265	460,617	-17.3%	Shares	Sole	2024-02-14
2023-09-30	$40,437,743	556,687	-19.1%	Shares	Sole	2023-11-14
2023-06-30	$46,703,057	688,531	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$46,826,399	700,994	-0.3%	Shares	Sole	2023-05-15
2022-12-31	$37,779,291	703,394	-7.5%	Shares	Sole	2023-02-14
2022-09-30	$36,852,183	760,780	-1.8%	Shares	Sole	2022-11-14
2022-06-30	$47,038,108	774,800	+3.1%	Shares	Sole	2022-08-12
2022-03-31	$51,118,592	751,744	-7.2%	Shares	Sole	2022-05-13
2021-12-31	$53,136,419	810,377	-2.7%	Shares	Sole	2022-02-14
2021-09-30	$52,727,570	832,979	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$60,566,210	788,212	-3.1%	Shares	Sole	2021-08-13
2021-03-31	$64,425,002	813,139	-7.5%	Shares	Sole	2021-05-14
2020-12-31	$63,287,352	878,991	-32.1%	Shares	Sole	2021-02-12
2020-09-30	$53,207,112	1,294,892	+17.3%	Shares	Sole	2020-11-13
2020-06-30	$50,252,870	1,104,216	+30.4%	Shares	Sole	2020-08-14
2020-03-31	$44,089,316	847,057	—	Shares	Sole	2020-05-15
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