Investor Details
| Filer Name: | SOUTHERNSUN ASSET MANAGEMENT, LLC |
|---|---|
| CIK: | 1089755 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 30 |
| Portfolio Value: | $0.80B |
Southernsun Asset Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BCO | US | BRINK'S CO/THE | 597,633 | $55M | 6.91% | 15.4% | - |
| BDC | US | BELDEN INC | 474,910 | $53M | 6.66% | 0.1% | - |
| DAR | US | DARLING INGREDIENTS INC | 1,567,052 | $53M | 6.58% | 5.4% | - |
| USPH | US | U.S. PHYSICAL THERAPY INC | 571,809 | $51M | 6.32% | 4.5% | - |
| LPX | US | LOUISIANA-PACIFIC CORP | 484,363 | $50M | 6.25% | 1.1% | - |
| BOOT | US | BOOT BARN HOLDINGS INC | 300,989 | $46M | 5.69% | 14.8% | - |
| DY | US | DYCOM INDUSTRIES INC | 223,010 | $39M | 4.84% | -5.7% | - |
| AGCO | US | AGCO CORP | 409,957 | $38M | 4.77% | 6.1% | - |
| TKR | US | TIMKEN CO | 520,324 | $37M | 4.63% | 4.2% | - |
| SAM | US | BOSTON BEER COMPANY INC-A | 121,972 | $37M | 4.56% | 1.6% | - |
| AWI | US | ARMSTRONG WORLD INDUSTRIES | 248,807 | $35M | 4.38% | 0.5% | - |
| MUSA | US | MURPHY USA INC | 69,806 | $35M | 4.36% | 3.0% | - |
| EPAC | US | ENERPAC TOOL GROUP CORP | 843,394 | $35M | 4.32% | -12.0% | - |
| DORM | US | DORMAN PRODUCTS INC | 253,345 | $33M | 4.09% | -15.8% | - |
| LOB | US | LIVE OAK BANCSHARES INC | 796,720 | $32M | 3.93% | 10.3% | - |
| NGVT | US | INGEVITY CORP | 686,490 | $28M | 3.49% | 2.0% | - |
| SCL | US | STEPAN CO | 383,685 | $25M | 3.09% | 24.0% | - |
| OXM | US | OXFORD INDUSTRIES INC | 257,787 | $20M | 2.53% | 100.0% | - |
| THO | US | THOR INDUSTRIES INC | 172,365 | $16M | 2.06% | 3.9% | - |
| PII | US | POLARIS INC | 284,957 | $16M | 2.05% | 22.8% | - |