Filed: 2/13/2026ACC: 0001213900-26-015916
📋 What this filing means
SOUTHERNSUN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $716.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$716.37M
Total AUM (reported)
10.08M
Total Shares
Allocation by class
COM$716.37M100.0%
Portfolio Concentration
Top 3$126.86M17.7%
4–10$242.36M33.8%
11–25$310.45M43.3%
Rest$36.71M5.1%
Top 3 weight
17.7%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 10.08M
Sole
Full voting authority
8.83M
shares
% of voting shares87.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.25M
shares
% of voting shares12.4%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole · 87.6% of voting shares
Institutional Holdings32
Rows:
The Brink's Co.
SOLEShares415.99K
TypeSH
Market value$48.56M
6.78%
Sole
369.81K
Shared
0.00
None
46.19K
Darling Ingredients Inc.
SOLEShares1.13M
TypeSH
Market value$40.85M
5.70%
Sole
978.26K
Shared
0.00
None
156.59K
US Physical Therapy Inc
SOLEShares479.54K
TypeSH
Market value$37.45M
5.23%
Sole
416.16K
Shared
0.00
None
63.38K
Murphy USA Inc.
SOLEShares92.33K
TypeSH
Market value$37.26M
5.20%
Sole
80.22K
Shared
0.00
None
12.11K
Louisiana-Pacific Corp
SOLEShares457.25K
TypeSH
Market value$36.93M
5.15%
Sole
397.76K
Shared
0.00
None
59.49K
Live Oak Bancshares Inc
SOLEShares1.03M
TypeSH
Market value$35.35M
4.93%
Sole
959.03K
Shared
0.00
None
70.08K
Boot Barn Holdings Inc
SOLEShares193.22K
TypeSH
Market value$34.10M
4.76%
Sole
167.11K
Shared
0.00
None
26.11K
Modine Manufacturing Co
SOLEShares248.41K
TypeSH
Market value$33.16M
4.63%
Sole
214.59K
Shared
0.00
None
33.82K
Extreme Networks
SOLEShares1.97M
TypeSH
Market value$32.82M
4.58%
Sole
1.78M
Shared
0.00
None
191.13K
Belden Inc
SOLEShares280.98K
TypeSH
Market value$32.75M
4.57%
Sole
242.96K
Shared
0.00
None
38.02K
Armstrong World Industries Inc
SOLEShares166.75K
TypeSH
Market value$31.86M
4.45%
Sole
144.03K
Shared
0.00
None
22.72K
Crane NXT
SOLEShares668.21K
TypeSH
Market value$31.45M
4.39%
Sole
585.46K
Shared
0.00
None
82.75K
MSA Safety Inc
SOLEShares185.67K
TypeSH
Market value$29.73M
4.15%
Sole
161.71K
Shared
0.00
None
23.96K
AGCO Corp.
SOLEShares270.07K
TypeSH
Market value$28.17M
3.93%
Sole
239.29K
Shared
0.00
None
30.79K
Advanced Energy Industries Inc
SOLEShares123.45K
TypeSH
Market value$25.85M
3.61%
Sole
122.31K
Shared
0.00
None
1.14K
Dorman Products Inc
SOLEShares190.57K
TypeSH
Market value$23.48M
3.28%
Sole
188.79K
Shared
0.00
None
1.78K
Enerpac Tool Group
SOLEShares600.68K
TypeSH
Market value$22.97M
3.21%
Sole
595.14K
Shared
0.00
None
5.54K
CSW Industrials
SOLEShares66.75K
TypeSH
Market value$19.59M
2.73%
Sole
66.13K
Shared
0.00
None
614.00
Stepan Co
SOLEShares407.77K
TypeSH
Market value$19.31M
2.70%
Sole
403.85K
Shared
0.00
None
3.92K
Ingevity Corp
SOLEShares273K
TypeSH
Market value$16.16M
2.26%
Sole
236.36K
Shared
0.00
None
36.65K
The Boston Beer Co Inc
SOLEShares75.52K
TypeSH
Market value$14.74M
2.06%
Sole
67.87K
Shared
0.00
None
7.65K
Thor Industries Inc.
SOLEShares142.47K
TypeSH
Market value$14.63M
2.04%
Sole
123.22K
Shared
0.00
None
19.26K
Kadant Inc
SOLEShares45.03K
TypeSH
Market value$12.84M
1.79%
Sole
44.63K
Shared
0.00
None
406.00
Broadridge Financial Solutions
SOLEShares44.80K
TypeSH
Market value$10.00M
1.40%
Sole
20.30K
Shared
0.00
None
24.50K
APi Group
SOLEShares252.77K
TypeSH
Market value$9.67M
1.35%
Sole
115.15K
Shared
0.00
None
137.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
The Brink's Co.SOLE | COM | 415.99K | SH | $48.56M 6.78% | 369.81K | 0.00 | 46.19K |
Darling Ingredients Inc.SOLE | COM | 1.13M | SH | $40.85M 5.70% | 978.26K | 0.00 | 156.59K |
US Physical Therapy IncSOLE | COM | 479.54K | SH | $37.45M 5.23% | 416.16K | 0.00 | 63.38K |
Murphy USA Inc.SOLE | COM | 92.33K | SH | $37.26M 5.20% | 80.22K | 0.00 | 12.11K |
Louisiana-Pacific CorpSOLE | COM | 457.25K | SH | $36.93M 5.15% | 397.76K | 0.00 | 59.49K |
Live Oak Bancshares IncSOLE | COM | 1.03M | SH | $35.35M 4.93% | 959.03K | 0.00 | 70.08K |
Boot Barn Holdings IncSOLE | COM | 193.22K | SH | $34.10M 4.76% | 167.11K | 0.00 | 26.11K |
Modine Manufacturing CoSOLE | COM | 248.41K | SH | $33.16M 4.63% | 214.59K | 0.00 | 33.82K |
Extreme NetworksSOLE | COM | 1.97M | SH | $32.82M 4.58% | 1.78M | 0.00 | 191.13K |
Belden IncSOLE | COM | 280.98K | SH | $32.75M 4.57% | 242.96K | 0.00 | 38.02K |
Armstrong World Industries IncSOLE | COM | 166.75K | SH | $31.86M 4.45% | 144.03K | 0.00 | 22.72K |
Crane NXTSOLE | COM | 668.21K | SH | $31.45M 4.39% | 585.46K | 0.00 | 82.75K |
MSA Safety IncSOLE | COM | 185.67K | SH | $29.73M 4.15% | 161.71K | 0.00 | 23.96K |
AGCO Corp.SOLE | COM | 270.07K | SH | $28.17M 3.93% | 239.29K | 0.00 | 30.79K |
Advanced Energy Industries IncSOLE | COM | 123.45K | SH | $25.85M 3.61% | 122.31K | 0.00 | 1.14K |
Dorman Products IncSOLE | COM | 190.57K | SH | $23.48M 3.28% | 188.79K | 0.00 | 1.78K |
Enerpac Tool GroupSOLE | COM | 600.68K | SH | $22.97M 3.21% | 595.14K | 0.00 | 5.54K |
CSW IndustrialsSOLE | COM | 66.75K | SH | $19.59M 2.73% | 66.13K | 0.00 | 614.00 |
Stepan CoSOLE | COM | 407.77K | SH | $19.31M 2.70% | 403.85K | 0.00 | 3.92K |
Ingevity CorpSOLE | COM | 273K | SH | $16.16M 2.26% | 236.36K | 0.00 | 36.65K |
The Boston Beer Co IncSOLE | COM | 75.52K | SH | $14.74M 2.06% | 67.87K | 0.00 | 7.65K |
Thor Industries Inc.SOLE | COM | 142.47K | SH | $14.63M 2.04% | 123.22K | 0.00 | 19.26K |
Kadant IncSOLE | COM | 45.03K | SH | $12.84M 1.79% | 44.63K | 0.00 | 406.00 |
Broadridge Financial SolutionsSOLE | COM | 44.80K | SH | $10.00M 1.40% | 20.30K | 0.00 | 24.50K |
APi GroupSOLE | COM | 252.77K | SH | $9.67M 1.35% | 115.15K | 0.00 | 137.63K |
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