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 EPAC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,247,954 | 664,874 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,970,079 | 600,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,912,943 | 632,023 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,960,873 | 492,132 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,277,064 | 697,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,655,059 | 843,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,146,789 | 958,386 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,511,559 | 1,113,451 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,419,353 | 1,189,550 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $40,243,362 | 1,294,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,866,743 | 1,659,733 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,468,785 | 1,609,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,908,612 | 1,643,475 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,836,771 | 1,643,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,052,540 | 1,853,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,421,606 | 1,704,606 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,421,652 | 1,572,483 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,461,006 | 1,354,093 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,405,824 | 984,362 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,964,521 | 900,245 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,579,050 | 941,005 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,552,617 | 776,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,890,786 | 791,642 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $14,373,884 | 816,698 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,415,844 | 871,048 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||