SOUTHERNSUN ASSET MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA SOUTHERNSUN ASSET MANAGEMENT, LLC | Institutional Filer | ▼ 3.69% | $689.9M | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients Inc. | Consumer Defensive | 780K | $48.2M | 6.99% |
| 2 | MUSA | Murphy USA Inc. | Consumer Cyclical | 85K | $41.9M | 6.07% |
| 3 | BOOT | Boot Barn Holdings, Inc. | Consumer Cyclical | 272K | $39.9M | 5.78% |
| 4 | LPX | Louisiana-Pacific Corporation | Basic Materials | 486K | $35.3M | 5.12% |
| 5 | EXTR | Extreme Networks, Inc. | Technology | 2.3M | $34.7M | 5.02% |
| 6 | LOB | Live Oak Bancshares, Inc. | Financial Services | 1.0M | $34.2M | 4.95% |
| 7 | USPH | U.S. Physical Therapy, Inc. | Healthcare | 440K | $33.0M | 4.78% |
| 8 | BCO | The Brink's Company | Industrials | 317K | $32.8M | 4.76% |
| 9 | CXT | Crane NXT, Co. | Industrials | 784K | $31.8M | 4.61% |
| 10 | BDC | Belden Inc. | Technology | 258K | $29.7M | 4.30% |
| 11 | AGCO | AGCO Corporation | Industrials | 247K | $28.7M | 4.15% |
| 12 | MSA | MSA Safety Incorporated | Industrials | 171K | $28.0M | 4.05% |
| 13 | AWI | Armstrong World Industries, Inc. | Industrials | 168K | $27.7M | 4.02% |
| 14 | DORM | Dorman Products, Inc. | Consumer Cyclical | 247K | $25.7M | 3.73% |
| 15 | EPAC | Enerpac Tool Group Corp. | Industrials | 665K | $24.2M | 3.51% |
Showing 1 to 15 of 31 holdings