Filed: 11/14/2025ACC: 0001213900-25-110468
📋 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 $771.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$771.78M
Total AUM (reported)
10.01M
Total Shares
Allocation by class
COM$771.78M100.0%
Portfolio Concentration
Top 3$138.10M17.9%
4–10$254.31M33.0%
11–25$342.40M44.4%
Rest$36.96M4.8%
Top 3 weight
17.9%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 10.01M
Sole
Full voting authority
8.91M
shares
% of voting shares89.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.10M
shares
% of voting shares11.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 89.0% of voting shares
Institutional Holdings31
Rows:
The Brink's Co.
SOLEShares479.20K
TypeSH
Market value$56.00M
7.26%
Sole
424.21K
Shared
0.00
None
54.99K
US Physical Therapy Inc
SOLEShares505.22K
TypeSH
Market value$42.92M
5.56%
Sole
441.72K
Shared
0.00
None
63.50K
Modine Manufacturing Co
SOLEShares275.63K
TypeSH
Market value$39.18M
5.08%
Sole
239.65K
Shared
0.00
None
35.98K
Louisiana-Pacific Corp
SOLEShares428.04K
TypeSH
Market value$38.03M
4.93%
Sole
375.15K
Shared
0.00
None
52.89K
Murphy USA Inc.
SOLEShares95.95K
TypeSH
Market value$37.25M
4.83%
Sole
83.82K
Shared
0.00
None
12.13K
Crane NXT
SOLEShares552.18K
TypeSH
Market value$37.03M
4.80%
Sole
485.29K
Shared
0.00
None
66.90K
Darling Ingredients Inc.
SOLEShares1.19M
TypeSH
Market value$36.73M
4.76%
Sole
1.03M
Shared
0.00
None
156.87K
Boot Barn Holdings Inc
SOLEShares216.34K
TypeSH
Market value$35.85M
4.65%
Sole
187.28K
Shared
0.00
None
29.06K
Belden Inc
SOLEShares292.41K
TypeSH
Market value$35.17M
4.56%
Sole
254.32K
Shared
0.00
None
38.08K
Armstrong World Industries Inc
SOLEShares174.72K
TypeSH
Market value$34.25M
4.44%
Sole
151.96K
Shared
0.00
None
22.76K
Live Oak Bancshares Inc
SOLEShares894.31K
TypeSH
Market value$31.50M
4.08%
Sole
886.21K
Shared
0.00
None
8.10K
Dorman Products Inc
SOLEShares200.36K
TypeSH
Market value$31.23M
4.05%
Sole
198.51K
Shared
0.00
None
1.84K
MSA Safety Inc
SOLEShares170.01K
TypeSH
Market value$29.25M
3.79%
Sole
149.60K
Shared
0.00
None
20.42K
Advanced Energy Industries Inc
SOLEShares171.63K
TypeSH
Market value$29.20M
3.78%
Sole
170.07K
Shared
0.00
None
1.56K
Timken Co.
SOLEShares370.04K
TypeSH
Market value$27.82M
3.60%
Sole
324.66K
Shared
0.00
None
45.38K
Extreme Networks
SOLEShares1.34M
TypeSH
Market value$27.70M
3.59%
Sole
1.33M
Shared
0.00
None
12.16K
AGCO Corp.
SOLEShares255.89K
TypeSH
Market value$27.40M
3.55%
Sole
225.26K
Shared
0.00
None
30.63K
Enerpac Tool Group
SOLEShares632.02K
TypeSH
Market value$25.91M
3.36%
Sole
626.29K
Shared
0.00
None
5.73K
Ingevity Corp
SOLEShares433.71K
TypeSH
Market value$23.94M
3.10%
Sole
376.24K
Shared
0.00
None
57.47K
Stepan Co
SOLEShares446.66K
TypeSH
Market value$21.31M
2.76%
Sole
442.61K
Shared
0.00
None
4.05K
The Boston Beer Co Inc
SOLEShares90.17K
TypeSH
Market value$19.06M
2.47%
Sole
78.21K
Shared
0.00
None
11.96K
Thor Industries Inc.
SOLEShares151.02K
TypeSH
Market value$15.66M
2.03%
Sole
131.73K
Shared
0.00
None
19.29K
Dycom Industries Inc
SOLEShares41.03K
TypeSH
Market value$11.97M
1.55%
Sole
36.97K
Shared
0.00
None
4.06K
Broadridge Financial Solutions
SOLEShares44.80K
TypeSH
Market value$10.67M
1.38%
Sole
20.30K
Shared
0.00
None
24.50K
APi Group
SOLEShares284.68K
TypeSH
Market value$9.78M
1.27%
Sole
129.70K
Shared
0.00
None
154.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Brink's Co.SOLE | COM | 479.20K | SH | $56.00M 7.26% | 424.21K | 0.00 | 54.99K |
US Physical Therapy IncSOLE | COM | 505.22K | SH | $42.92M 5.56% | 441.72K | 0.00 | 63.50K |
Modine Manufacturing CoSOLE | COM | 275.63K | SH | $39.18M 5.08% | 239.65K | 0.00 | 35.98K |
Louisiana-Pacific CorpSOLE | COM | 428.04K | SH | $38.03M 4.93% | 375.15K | 0.00 | 52.89K |
Murphy USA Inc.SOLE | COM | 95.95K | SH | $37.25M 4.83% | 83.82K | 0.00 | 12.13K |
Crane NXTSOLE | COM | 552.18K | SH | $37.03M 4.80% | 485.29K | 0.00 | 66.90K |
Darling Ingredients Inc.SOLE | COM | 1.19M | SH | $36.73M 4.76% | 1.03M | 0.00 | 156.87K |
Boot Barn Holdings IncSOLE | COM | 216.34K | SH | $35.85M 4.65% | 187.28K | 0.00 | 29.06K |
Belden IncSOLE | COM | 292.41K | SH | $35.17M 4.56% | 254.32K | 0.00 | 38.08K |
Armstrong World Industries IncSOLE | COM | 174.72K | SH | $34.25M 4.44% | 151.96K | 0.00 | 22.76K |
Live Oak Bancshares IncSOLE | COM | 894.31K | SH | $31.50M 4.08% | 886.21K | 0.00 | 8.10K |
Dorman Products IncSOLE | COM | 200.36K | SH | $31.23M 4.05% | 198.51K | 0.00 | 1.84K |
MSA Safety IncSOLE | COM | 170.01K | SH | $29.25M 3.79% | 149.60K | 0.00 | 20.42K |
Advanced Energy Industries IncSOLE | COM | 171.63K | SH | $29.20M 3.78% | 170.07K | 0.00 | 1.56K |
Timken Co.SOLE | COM | 370.04K | SH | $27.82M 3.60% | 324.66K | 0.00 | 45.38K |
Extreme NetworksSOLE | COM | 1.34M | SH | $27.70M 3.59% | 1.33M | 0.00 | 12.16K |
AGCO Corp.SOLE | COM | 255.89K | SH | $27.40M 3.55% | 225.26K | 0.00 | 30.63K |
Enerpac Tool GroupSOLE | COM | 632.02K | SH | $25.91M 3.36% | 626.29K | 0.00 | 5.73K |
Ingevity CorpSOLE | COM | 433.71K | SH | $23.94M 3.10% | 376.24K | 0.00 | 57.47K |
Stepan CoSOLE | COM | 446.66K | SH | $21.31M 2.76% | 442.61K | 0.00 | 4.05K |
The Boston Beer Co IncSOLE | COM | 90.17K | SH | $19.06M 2.47% | 78.21K | 0.00 | 11.96K |
Thor Industries Inc.SOLE | COM | 151.02K | SH | $15.66M 2.03% | 131.73K | 0.00 | 19.29K |
Dycom Industries IncSOLE | COM | 41.03K | SH | $11.97M 1.55% | 36.97K | 0.00 | 4.06K |
Broadridge Financial SolutionsSOLE | COM | 44.80K | SH | $10.67M 1.38% | 20.30K | 0.00 | 24.50K |
APi GroupSOLE | COM | 284.68K | SH | $9.78M 1.27% | 129.70K | 0.00 | 154.98K |
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