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 SCL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,932,374 | 378,799 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,311,845 | 407,767 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,305,491 | 446,656 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,160,080 | 406,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,695,535 | 376,009 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,824,419 | 383,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,904,780 | 309,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,403,346 | 278,744 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,642,343 | 262,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,968,229 | 306,380 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,306,798 | 337,559 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,332,067 | 369,737 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,719,928 | 395,224 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,085,873 | 395,321 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $37,253,683 | 397,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,825,299 | 353,481 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,970,341 | 353,915 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,373,791 | 308,744 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,071,542 | 292,824 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,534,899 | 237,257 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,091,995 | 244,607 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,686,929 | 198,516 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,785,496 | 172,344 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,094,649 | 176,052 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $16,457,009 | 186,039 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||