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
25 quarters · across all stocks
Holdings in BDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,669,430 | 258,377 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,747,752 | 280,976 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,168,030 | 292,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,104,172 | 320,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,558,618 | 444,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,479,615 | 474,910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $55,554,056 | 474,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,374,629 | 515,721 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $49,148,590 | 530,705 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,299,240 | 534,618 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,750,925 | 463,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,790,412 | 374,181 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,371,433 | 361,547 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,631,815 | 453,850 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,002,998 | 449,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,861,155 | 410,384 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,179,590 | 346,202 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,201,637 | 413,839 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,781,947 | 459,697 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,277,414 | 499,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,985,645 | 495,507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,087,319 | 551,010 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,717,777 | 601,471 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $19,832,780 | 609,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $19,614,783 | 543,647 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||