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 GNRC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,520,970 | 48,743 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,598,127 | 55,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,233,903 | 49,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,749,271 | 61,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,408,110 | 50,597 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,910,268 | 44,568 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,556,500 | 41,267 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||