Filed: 2/14/2025ACC: 0001213900-25-013886
📋 What this filing means
SOUTHERNSUN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $802.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$802.71M
Total AUM (reported)
9.88M
Total Shares
Allocation by class
COM$802.71M100.0%
Portfolio Concentration
Top 3$161.72M20.1%
4–10$297.44M37.1%
11–25$321.06M40.0%
Rest$22.49M2.8%
Top 3 weight
20.1%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 9.88M
Sole
Full voting authority
8.91M
shares
% of voting shares90.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
972.85K
shares
% of voting shares9.8%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 90.2% of voting shares
Institutional Holdings30
Rows:
BRINKS CO
SOLEShares597.63K
TypeSH
Market value$55.44M
6.91%
Sole
542.06K
Shared
0.00
None
55.57K
BELDEN INC
SOLEShares474.91K
TypeSH
Market value$53.48M
6.66%
Sole
426.23K
Shared
0.00
None
48.68K
DARLING INGREDIENTS INC
SOLEShares1.57M
TypeSH
Market value$52.79M
6.58%
Sole
1.40M
Shared
0.00
None
165.77K
U S PHYSICAL THERAPY
SOLEShares571.81K
TypeSH
Market value$50.73M
6.32%
Sole
514.22K
Shared
0.00
None
57.59K
LOUISIANA PAC CORP
SOLEShares484.36K
TypeSH
Market value$50.16M
6.25%
Sole
433.01K
Shared
0.00
None
51.35K
BOOT BARN HLDGS INC
SOLEShares300.99K
TypeSH
Market value$45.70M
5.69%
Sole
270.56K
Shared
0.00
None
30.43K
DYCOM INDS INC
SOLEShares223.01K
TypeSH
Market value$38.82M
4.84%
Sole
200.40K
Shared
0.00
None
22.61K
AGCO CORP
SOLEShares409.96K
TypeSH
Market value$38.32M
4.77%
Sole
372.87K
Shared
0.00
None
37.08K
TIMKEN CO
SOLEShares520.32K
TypeSH
Market value$37.14M
4.63%
Sole
465.89K
Shared
0.00
None
54.44K
BOSTON BEER INC
SOLEShares121.97K
TypeSH
Market value$36.59M
4.56%
Sole
108.56K
Shared
0.00
None
13.41K
ARMSTRONG WORLD INDS INC NEW
SOLEShares248.81K
TypeSH
Market value$35.16M
4.38%
Sole
222.64K
Shared
0.00
None
26.16K
MURPHY USA INC
SOLEShares69.81K
TypeSH
Market value$35.03M
4.36%
Sole
62.12K
Shared
0.00
None
7.68K
ENERPAC TOOL GROUP CORP
SOLEShares843.39K
TypeSH
Market value$34.66M
4.32%
Sole
837.13K
Shared
0.00
None
6.27K
DORMAN PRODS INC
SOLEShares253.34K
TypeSH
Market value$32.82M
4.09%
Sole
251.44K
Shared
0.00
None
1.91K
LIVE OAK BANCSHARES INC
SOLEShares796.72K
TypeSH
Market value$31.51M
3.93%
Sole
790.79K
Shared
0.00
None
5.93K
INGEVITY CORP
SOLEShares686.49K
TypeSH
Market value$27.97M
3.49%
Sole
612.09K
Shared
0.00
None
74.41K
STEPAN CO
SOLEShares383.69K
TypeSH
Market value$24.82M
3.09%
Sole
381.74K
Shared
0.00
None
1.95K
OXFORD INDS INC
SOLEShares257.79K
TypeSH
Market value$20.31M
2.53%
Sole
255.89K
Shared
0.00
None
1.90K
THOR INDS INC
SOLEShares172.37K
TypeSH
Market value$16.50M
2.06%
Sole
153.62K
Shared
0.00
None
18.74K
POLARIS INC
SOLEShares284.96K
TypeSH
Market value$16.42M
2.05%
Sole
252.55K
Shared
0.00
None
32.41K
ADVANCED ENERGY INDS
SOLEShares115.67K
TypeSH
Market value$13.37M
1.67%
Sole
114.81K
Shared
0.00
None
861.00
BROADRIDGE FINL SOLUTIONS IN
SOLEShares48.73K
TypeSH
Market value$11.02M
1.37%
Sole
24.28K
Shared
0.00
None
24.45K
WATSCO INC
SOLEShares16.68K
TypeSH
Market value$7.90M
0.98%
Sole
8.30K
Shared
0.00
None
8.38K
GENERAC HLDGS INC
SOLEShares44.57K
TypeSH
Market value$6.91M
0.86%
Sole
22.13K
Shared
0.00
None
22.44K
API GROUP CORP
SOLEShares185.02K
TypeSH
Market value$6.66M
0.83%
Sole
91.47K
Shared
0.00
None
93.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BRINKS COSOLE | COM | 597.63K | SH | $55.44M 6.91% | 542.06K | 0.00 | 55.57K |
BELDEN INCSOLE | COM | 474.91K | SH | $53.48M 6.66% | 426.23K | 0.00 | 48.68K |
DARLING INGREDIENTS INCSOLE | COM | 1.57M | SH | $52.79M 6.58% | 1.40M | 0.00 | 165.77K |
U S PHYSICAL THERAPYSOLE | COM | 571.81K | SH | $50.73M 6.32% | 514.22K | 0.00 | 57.59K |
LOUISIANA PAC CORPSOLE | COM | 484.36K | SH | $50.16M 6.25% | 433.01K | 0.00 | 51.35K |
BOOT BARN HLDGS INCSOLE | COM | 300.99K | SH | $45.70M 5.69% | 270.56K | 0.00 | 30.43K |
DYCOM INDS INCSOLE | COM | 223.01K | SH | $38.82M 4.84% | 200.40K | 0.00 | 22.61K |
AGCO CORPSOLE | COM | 409.96K | SH | $38.32M 4.77% | 372.87K | 0.00 | 37.08K |
TIMKEN COSOLE | COM | 520.32K | SH | $37.14M 4.63% | 465.89K | 0.00 | 54.44K |
BOSTON BEER INCSOLE | COM | 121.97K | SH | $36.59M 4.56% | 108.56K | 0.00 | 13.41K |
ARMSTRONG WORLD INDS INC NEWSOLE | COM | 248.81K | SH | $35.16M 4.38% | 222.64K | 0.00 | 26.16K |
MURPHY USA INCSOLE | COM | 69.81K | SH | $35.03M 4.36% | 62.12K | 0.00 | 7.68K |
ENERPAC TOOL GROUP CORPSOLE | COM | 843.39K | SH | $34.66M 4.32% | 837.13K | 0.00 | 6.27K |
DORMAN PRODS INCSOLE | COM | 253.34K | SH | $32.82M 4.09% | 251.44K | 0.00 | 1.91K |
LIVE OAK BANCSHARES INCSOLE | COM | 796.72K | SH | $31.51M 3.93% | 790.79K | 0.00 | 5.93K |
INGEVITY CORPSOLE | COM | 686.49K | SH | $27.97M 3.49% | 612.09K | 0.00 | 74.41K |
STEPAN COSOLE | COM | 383.69K | SH | $24.82M 3.09% | 381.74K | 0.00 | 1.95K |
OXFORD INDS INCSOLE | COM | 257.79K | SH | $20.31M 2.53% | 255.89K | 0.00 | 1.90K |
THOR INDS INCSOLE | COM | 172.37K | SH | $16.50M 2.06% | 153.62K | 0.00 | 18.74K |
POLARIS INCSOLE | COM | 284.96K | SH | $16.42M 2.05% | 252.55K | 0.00 | 32.41K |
ADVANCED ENERGY INDSSOLE | COM | 115.67K | SH | $13.37M 1.67% | 114.81K | 0.00 | 861.00 |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 48.73K | SH | $11.02M 1.37% | 24.28K | 0.00 | 24.45K |
WATSCO INCSOLE | COM | 16.68K | SH | $7.90M 0.98% | 8.30K | 0.00 | 8.38K |
GENERAC HLDGS INCSOLE | COM | 44.57K | SH | $6.91M 0.86% | 22.13K | 0.00 | 22.44K |
API GROUP CORPSOLE | COM | 185.02K | SH | $6.66M 0.83% | 91.47K | 0.00 | 93.56K |
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