Filed: 5/14/2025ACC: 0001213900-25-043117
📋 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 $690.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$690.78M
Total AUM (reported)
9.94M
Total Shares
Allocation by class
COM$690.78M100.0%
Portfolio Concentration
Top 3$138.55M20.1%
4–10$252.39M36.5%
11–25$274.76M39.8%
Rest$25.08M3.6%
Top 3 weight
20.1%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 9.94M
Sole
Full voting authority
8.93M
shares
% of voting shares89.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.01M
shares
% of voting shares10.1%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 89.9% of voting shares
Institutional Holdings30
Rows:
The Brink's Co.
SOLEShares569.73K
TypeSH
Market value$49.09M
7.11%
Sole
512.75K
Shared
0.00
None
56.98K
Darling Ingredients Inc.
SOLEShares1.44M
TypeSH
Market value$44.90M
6.50%
Sole
1.26M
Shared
0.00
None
172.70K
Belden Inc
SOLEShares444.48K
TypeSH
Market value$44.56M
6.45%
Sole
394.54K
Shared
0.00
None
49.93K
Louisiana-Pacific Corp
SOLEShares458.09K
TypeSH
Market value$42.14M
6.10%
Sole
405.42K
Shared
0.00
None
52.67K
US Physical Therapy Inc
SOLEShares543.81K
TypeSH
Market value$39.35M
5.70%
Sole
484.74K
Shared
0.00
None
59.07K
Boot Barn Holdings Inc
SOLEShares348.99K
TypeSH
Market value$37.49M
5.43%
Sole
307.94K
Shared
0.00
None
41.05K
AGCO Corp.
SOLEShares399.77K
TypeSH
Market value$37.01M
5.36%
Sole
360.93K
Shared
0.00
None
38.84K
Armstrong World Industries Inc
SOLEShares234.03K
TypeSH
Market value$32.97M
4.77%
Sole
207.21K
Shared
0.00
None
26.83K
Timken Co.
SOLEShares447.45K
TypeSH
Market value$32.16M
4.66%
Sole
399.09K
Shared
0.00
None
48.35K
Enerpac Tool Group
SOLEShares697.22K
TypeSH
Market value$31.28M
4.53%
Sole
691.38K
Shared
0.00
None
5.83K
Murphy USA Inc.
SOLEShares65.86K
TypeSH
Market value$30.94M
4.48%
Sole
57.98K
Shared
0.00
None
7.88K
Dycom Industries Inc
SOLEShares179.69K
TypeSH
Market value$27.37M
3.96%
Sole
158.68K
Shared
0.00
None
21.02K
Dorman Products Inc
SOLEShares222.59K
TypeSH
Market value$26.83M
3.88%
Sole
220.74K
Shared
0.00
None
1.85K
The Boston Beer Co Inc
SOLEShares110.43K
TypeSH
Market value$26.37M
3.82%
Sole
97.02K
Shared
0.00
None
13.41K
Ingevity Corp
SOLEShares612.15K
TypeSH
Market value$24.23M
3.51%
Sole
539.88K
Shared
0.00
None
72.27K
Live Oak Bancshares Inc
SOLEShares871.93K
TypeSH
Market value$23.25M
3.37%
Sole
864.65K
Shared
0.00
None
7.28K
Stepan Co
SOLEShares376.01K
TypeSH
Market value$20.70M
3.00%
Sole
372.85K
Shared
0.00
None
3.16K
Modine Manufacturing Co
SOLEShares235.34K
TypeSH
Market value$18.06M
2.61%
Sole
206.28K
Shared
0.00
None
29.07K
Oxford Industries Inc
SOLEShares294.09K
TypeSH
Market value$17.25M
2.50%
Sole
291.63K
Shared
0.00
None
2.46K
Advanced Energy Industries Inc
SOLEShares150.36K
TypeSH
Market value$14.33M
2.07%
Sole
149.11K
Shared
0.00
None
1.26K
Thor Industries Inc.
SOLEShares162.22K
TypeSH
Market value$12.30M
1.78%
Sole
143K
Shared
0.00
None
19.21K
Broadridge Financial Solutions
SOLEShares47.44K
TypeSH
Market value$11.50M
1.67%
Sole
23.05K
Shared
0.00
None
24.40K
Extreme Networks
SOLEShares584.42K
TypeSH
Market value$7.73M
1.12%
Sole
579.54K
Shared
0.00
None
4.88K
Watsco Inc
SOLEShares14.26K
TypeSH
Market value$7.25M
1.05%
Sole
6.81K
Shared
0.00
None
7.45K
APi Group
SOLEShares185.39K
TypeSH
Market value$6.63M
0.96%
Sole
89.69K
Shared
0.00
None
95.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Brink's Co.SOLE | COM | 569.73K | SH | $49.09M 7.11% | 512.75K | 0.00 | 56.98K |
Darling Ingredients Inc.SOLE | COM | 1.44M | SH | $44.90M 6.50% | 1.26M | 0.00 | 172.70K |
Belden IncSOLE | COM | 444.48K | SH | $44.56M 6.45% | 394.54K | 0.00 | 49.93K |
Louisiana-Pacific CorpSOLE | COM | 458.09K | SH | $42.14M 6.10% | 405.42K | 0.00 | 52.67K |
US Physical Therapy IncSOLE | COM | 543.81K | SH | $39.35M 5.70% | 484.74K | 0.00 | 59.07K |
Boot Barn Holdings IncSOLE | COM | 348.99K | SH | $37.49M 5.43% | 307.94K | 0.00 | 41.05K |
AGCO Corp.SOLE | COM | 399.77K | SH | $37.01M 5.36% | 360.93K | 0.00 | 38.84K |
Armstrong World Industries IncSOLE | COM | 234.03K | SH | $32.97M 4.77% | 207.21K | 0.00 | 26.83K |
Timken Co.SOLE | COM | 447.45K | SH | $32.16M 4.66% | 399.09K | 0.00 | 48.35K |
Enerpac Tool GroupSOLE | COM | 697.22K | SH | $31.28M 4.53% | 691.38K | 0.00 | 5.83K |
Murphy USA Inc.SOLE | COM | 65.86K | SH | $30.94M 4.48% | 57.98K | 0.00 | 7.88K |
Dycom Industries IncSOLE | COM | 179.69K | SH | $27.37M 3.96% | 158.68K | 0.00 | 21.02K |
Dorman Products IncSOLE | COM | 222.59K | SH | $26.83M 3.88% | 220.74K | 0.00 | 1.85K |
The Boston Beer Co IncSOLE | COM | 110.43K | SH | $26.37M 3.82% | 97.02K | 0.00 | 13.41K |
Ingevity CorpSOLE | COM | 612.15K | SH | $24.23M 3.51% | 539.88K | 0.00 | 72.27K |
Live Oak Bancshares IncSOLE | COM | 871.93K | SH | $23.25M 3.37% | 864.65K | 0.00 | 7.28K |
Stepan CoSOLE | COM | 376.01K | SH | $20.70M 3.00% | 372.85K | 0.00 | 3.16K |
Modine Manufacturing CoSOLE | COM | 235.34K | SH | $18.06M 2.61% | 206.28K | 0.00 | 29.07K |
Oxford Industries IncSOLE | COM | 294.09K | SH | $17.25M 2.50% | 291.63K | 0.00 | 2.46K |
Advanced Energy Industries IncSOLE | COM | 150.36K | SH | $14.33M 2.07% | 149.11K | 0.00 | 1.26K |
Thor Industries Inc.SOLE | COM | 162.22K | SH | $12.30M 1.78% | 143K | 0.00 | 19.21K |
Broadridge Financial SolutionsSOLE | COM | 47.44K | SH | $11.50M 1.67% | 23.05K | 0.00 | 24.40K |
Extreme NetworksSOLE | COM | 584.42K | SH | $7.73M 1.12% | 579.54K | 0.00 | 4.88K |
Watsco IncSOLE | COM | 14.26K | SH | $7.25M 1.05% | 6.81K | 0.00 | 7.45K |
APi GroupSOLE | COM | 185.39K | SH | $6.63M 0.96% | 89.69K | 0.00 | 95.70K |
Page 1 of 2