Filed: 8/14/2025ACC: 0001213900-25-076093
📋 What this filing means
SOUTHERNSUN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $712.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$712.15M
Total AUM (reported)
9.77M
Total Shares
Allocation by class
COM$712.15M100.0%
Portfolio Concentration
Top 3$133.31M18.7%
4–10$237.54M33.4%
11–25$303.97M42.7%
Rest$37.31M5.2%
Top 3 weight
18.7%
Top 10 weight
52.1%
Voting Authority Distribution
Total shares with voting rights: 9.77M
Sole
Full voting authority
8.72M
shares
% of voting shares89.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.05M
shares
% of voting shares10.7%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings31
Rows:
Darling Ingredients Inc.
SOLEShares1.32M
TypeSH
Market value$49.96M
7.02%
Sole
1.15M
Shared
0.00
None
167.84K
The Brink's Co.
SOLEShares485.22K
TypeSH
Market value$43.33M
6.08%
Sole
430.21K
Shared
0.00
None
55.01K
Boot Barn Holdings Inc
SOLEShares263.36K
TypeSH
Market value$40.03M
5.62%
Sole
230.26K
Shared
0.00
None
33.10K
US Physical Therapy Inc
SOLEShares507.84K
TypeSH
Market value$39.71M
5.58%
Sole
448.50K
Shared
0.00
None
59.34K
Louisiana-Pacific Corp
SOLEShares433.26K
TypeSH
Market value$37.26M
5.23%
Sole
380.35K
Shared
0.00
None
52.91K
Belden Inc
SOLEShares320.42K
TypeSH
Market value$37.10M
5.21%
Sole
280.32K
Shared
0.00
None
40.09K
AGCO Corp.
SOLEShares351.88K
TypeSH
Market value$36.30M
5.10%
Sole
313.07K
Shared
0.00
None
38.81K
Murphy USA Inc.
SOLEShares74.91K
TypeSH
Market value$30.47M
4.28%
Sole
65.18K
Shared
0.00
None
9.73K
Armstrong World Industries Inc
SOLEShares176.92K
TypeSH
Market value$28.74M
4.04%
Sole
154.16K
Shared
0.00
None
22.77K
Dorman Products Inc
SOLEShares227.93K
TypeSH
Market value$27.96M
3.93%
Sole
225.86K
Shared
0.00
None
2.06K
Timken Co.
SOLEShares376.11K
TypeSH
Market value$27.29M
3.83%
Sole
330.72K
Shared
0.00
None
45.39K
Modine Manufacturing Co
SOLEShares276.97K
TypeSH
Market value$27.28M
3.83%
Sole
240.98K
Shared
0.00
None
35.99K
Live Oak Bancshares Inc
SOLEShares899.73K
TypeSH
Market value$26.81M
3.76%
Sole
891.59K
Shared
0.00
None
8.14K
Advanced Energy Industries Inc
SOLEShares196.64K
TypeSH
Market value$26.05M
3.66%
Sole
194.86K
Shared
0.00
None
1.78K
MSA Safety Inc
SOLEShares139.81K
TypeSH
Market value$23.42M
3.29%
Sole
123.50K
Shared
0.00
None
16.31K
Ingevity Corp
SOLEShares529.97K
TypeSH
Market value$22.84M
3.21%
Sole
460.63K
Shared
0.00
None
69.34K
Stepan Co
SOLEShares406.01K
TypeSH
Market value$22.16M
3.11%
Sole
402.34K
Shared
0.00
None
3.67K
Extreme Networks
SOLEShares1.12M
TypeSH
Market value$20.05M
2.82%
Sole
1.11M
Shared
0.00
None
10.06K
Enerpac Tool Group
SOLEShares492.13K
TypeSH
Market value$19.96M
2.80%
Sole
487.70K
Shared
0.00
None
4.43K
Dycom Industries Inc
SOLEShares74.66K
TypeSH
Market value$18.25M
2.56%
Sole
66.35K
Shared
0.00
None
8.31K
The Boston Beer Co Inc
SOLEShares91.63K
TypeSH
Market value$17.48M
2.46%
Sole
79.66K
Shared
0.00
None
11.96K
Crane NXT
SOLEShares320.29K
TypeSH
Market value$17.26M
2.42%
Sole
284.76K
Shared
0.00
None
35.53K
Thor Industries Inc.
SOLEShares154.29K
TypeSH
Market value$13.70M
1.92%
Sole
134.99K
Shared
0.00
None
19.30K
Broadridge Financial Solutions
SOLEShares46.77K
TypeSH
Market value$11.37M
1.60%
Sole
22.27K
Shared
0.00
None
24.50K
APi Group
SOLEShares196.86K
TypeSH
Market value$10.05M
1.41%
Sole
93.54K
Shared
0.00
None
103.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Darling Ingredients Inc.SOLE | COM | 1.32M | SH | $49.96M 7.02% | 1.15M | 0.00 | 167.84K |
The Brink's Co.SOLE | COM | 485.22K | SH | $43.33M 6.08% | 430.21K | 0.00 | 55.01K |
Boot Barn Holdings IncSOLE | COM | 263.36K | SH | $40.03M 5.62% | 230.26K | 0.00 | 33.10K |
US Physical Therapy IncSOLE | COM | 507.84K | SH | $39.71M 5.58% | 448.50K | 0.00 | 59.34K |
Louisiana-Pacific CorpSOLE | COM | 433.26K | SH | $37.26M 5.23% | 380.35K | 0.00 | 52.91K |
Belden IncSOLE | COM | 320.42K | SH | $37.10M 5.21% | 280.32K | 0.00 | 40.09K |
AGCO Corp.SOLE | COM | 351.88K | SH | $36.30M 5.10% | 313.07K | 0.00 | 38.81K |
Murphy USA Inc.SOLE | COM | 74.91K | SH | $30.47M 4.28% | 65.18K | 0.00 | 9.73K |
Armstrong World Industries IncSOLE | COM | 176.92K | SH | $28.74M 4.04% | 154.16K | 0.00 | 22.77K |
Dorman Products IncSOLE | COM | 227.93K | SH | $27.96M 3.93% | 225.86K | 0.00 | 2.06K |
Timken Co.SOLE | COM | 376.11K | SH | $27.29M 3.83% | 330.72K | 0.00 | 45.39K |
Modine Manufacturing CoSOLE | COM | 276.97K | SH | $27.28M 3.83% | 240.98K | 0.00 | 35.99K |
Live Oak Bancshares IncSOLE | COM | 899.73K | SH | $26.81M 3.76% | 891.59K | 0.00 | 8.14K |
Advanced Energy Industries IncSOLE | COM | 196.64K | SH | $26.05M 3.66% | 194.86K | 0.00 | 1.78K |
MSA Safety IncSOLE | COM | 139.81K | SH | $23.42M 3.29% | 123.50K | 0.00 | 16.31K |
Ingevity CorpSOLE | COM | 529.97K | SH | $22.84M 3.21% | 460.63K | 0.00 | 69.34K |
Stepan CoSOLE | COM | 406.01K | SH | $22.16M 3.11% | 402.34K | 0.00 | 3.67K |
Extreme NetworksSOLE | COM | 1.12M | SH | $20.05M 2.82% | 1.11M | 0.00 | 10.06K |
Enerpac Tool GroupSOLE | COM | 492.13K | SH | $19.96M 2.80% | 487.70K | 0.00 | 4.43K |
Dycom Industries IncSOLE | COM | 74.66K | SH | $18.25M 2.56% | 66.35K | 0.00 | 8.31K |
The Boston Beer Co IncSOLE | COM | 91.63K | SH | $17.48M 2.46% | 79.66K | 0.00 | 11.96K |
Crane NXTSOLE | COM | 320.29K | SH | $17.26M 2.42% | 284.76K | 0.00 | 35.53K |
Thor Industries Inc.SOLE | COM | 154.29K | SH | $13.70M 1.92% | 134.99K | 0.00 | 19.30K |
Broadridge Financial SolutionsSOLE | COM | 46.77K | SH | $11.37M 1.60% | 22.27K | 0.00 | 24.50K |
APi GroupSOLE | COM | 196.86K | SH | $10.05M 1.41% | 93.54K | 0.00 | 103.32K |
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