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 SAM
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,237,606 | 74,816 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,736,998 | 75,524 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,063,318 | 90,168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,483,347 | 91,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,374,384 | 110,427 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,589,160 | 121,972 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,728,027 | 120,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,519,043 | 142,662 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,258,406 | 145,386 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,051,395 | 107,212 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,998,818 | 118,088 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,053,055 | 133,099 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,518,097 | 126,310 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,602,888 | 126,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,649,312 | 119,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,321,834 | 90,180 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,930,925 | 22,990 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,704,599 | 11,294 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||