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 |
|---|---|---|---|---|
| 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 BOOT
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,860,853 | 272,348 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,097,709 | 193,221 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,851,367 | 216,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,030,112 | 263,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,491,780 | 348,988 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $45,696,149 | 300,989 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,869,180 | 262,250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,605,025 | 392,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,507,454 | 541,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,026,827 | 495,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,483,329 | 473,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,042,975 | 484,626 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,009,576 | 39,269 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,261,105 | 52,161 | Shares | Sole | 2023-02-14 | |
| No quarters match your search. | ||||||