Filed: 5/13/2026ACC: 0001213900-26-055668
📋 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 $689.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$689.91M
Total AUM (reported)
9.95M
Total Shares
Allocation by class
COM$689.91M100.0%
Portfolio Concentration
Top 3$130.00M18.8%
4–10$231.45M33.5%
11–25$293.41M42.5%
Rest$35.06M5.1%
Top 3 weight
18.8%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
8.52M
shares
% of voting shares85.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.43M
shares
% of voting shares14.4%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeSole · 85.6% of voting shares
Institutional Holdings31
Rows:
Darling Ingredients Inc.
SOLEShares780.11K
TypeSH
Market value$48.25M
6.99%
Sole
662.17K
Shared
0.00
None
117.94K
Murphy USA Inc.
SOLEShares84.80K
TypeSH
Market value$41.89M
6.07%
Sole
72.44K
Shared
0.00
None
12.36K
Boot Barn Holdings Inc
SOLEShares272.35K
TypeSH
Market value$39.86M
5.78%
Sole
232.90K
Shared
0.00
None
39.45K
Louisiana-Pacific Corp
SOLEShares485.87K
TypeSH
Market value$35.35M
5.12%
Sole
417.62K
Shared
0.00
None
68.25K
Extreme Networks
SOLEShares2.30M
TypeSH
Market value$34.65M
5.02%
Sole
2M
Shared
0.00
None
299.04K
Live Oak Bancshares Inc
SOLEShares1.03M
TypeSH
Market value$34.18M
4.95%
Sole
899.47K
Shared
0.00
None
134.07K
US Physical Therapy Inc
SOLEShares439.90K
TypeSH
Market value$32.98M
4.78%
Sole
375.23K
Shared
0.00
None
64.68K
The Brink's Co.
SOLEShares316.64K
TypeSH
Market value$32.81M
4.76%
Sole
277.20K
Shared
0.00
None
39.44K
Crane NXT
SOLEShares783.81K
TypeSH
Market value$31.81M
4.61%
Sole
673.85K
Shared
0.00
None
109.96K
Belden Inc
SOLEShares258.38K
TypeSH
Market value$29.67M
4.30%
Sole
219.58K
Shared
0.00
None
38.80K
AGCO Corp.
SOLEShares247.28K
TypeSH
Market value$28.65M
4.15%
Sole
215.87K
Shared
0.00
None
31.41K
MSA Safety Inc
SOLEShares170.52K
TypeSH
Market value$27.96M
4.05%
Sole
146.07K
Shared
0.00
None
24.45K
Armstrong World Industries Inc
SOLEShares168.28K
TypeSH
Market value$27.73M
4.02%
Sole
145.97K
Shared
0.00
None
22.30K
Dorman Products Inc
SOLEShares246.52K
TypeSH
Market value$25.73M
3.73%
Sole
244K
Shared
0.00
None
2.52K
Enerpac Tool Group
SOLEShares664.87K
TypeSH
Market value$24.25M
3.51%
Sole
658.07K
Shared
0.00
None
6.81K
Modine Manufacturing Co
SOLEShares110.29K
TypeSH
Market value$23.90M
3.46%
Sole
93.78K
Shared
0.00
None
16.51K
CSW Industrials
SOLEShares88.34K
TypeSH
Market value$23.02M
3.34%
Sole
87.43K
Shared
0.00
None
904.00
Stepan Co
SOLEShares378.80K
TypeSH
Market value$18.93M
2.74%
Sole
374.94K
Shared
0.00
None
3.86K
Ingevity Corp
SOLEShares251.05K
TypeSH
Market value$17.88M
2.59%
Sole
213.65K
Shared
0.00
None
37.40K
The Boston Beer Co Inc
SOLEShares74.82K
TypeSH
Market value$17.24M
2.50%
Sole
66.49K
Shared
0.00
None
8.32K
Advanced Energy Industries Inc
SOLEShares47.11K
TypeSH
Market value$15.20M
2.20%
Sole
46.62K
Shared
0.00
None
484.00
Kadant Inc
SOLEShares43.02K
TypeSH
Market value$12.58M
1.82%
Sole
42.62K
Shared
0.00
None
400.00
Thor Industries Inc.
SOLEShares131.11K
TypeSH
Market value$10.47M
1.52%
Sole
111.45K
Shared
0.00
None
19.66K
APi Group
SOLEShares255.30K
TypeSH
Market value$10.34M
1.50%
Sole
114.58K
Shared
0.00
None
140.71K
Generac Holdings Inc
SOLEShares48.74K
TypeSH
Market value$9.52M
1.38%
Sole
21.47K
Shared
0.00
None
27.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Darling Ingredients Inc.SOLE | COM | 780.11K | SH | $48.25M 6.99% | 662.17K | 0.00 | 117.94K |
Murphy USA Inc.SOLE | COM | 84.80K | SH | $41.89M 6.07% | 72.44K | 0.00 | 12.36K |
Boot Barn Holdings IncSOLE | COM | 272.35K | SH | $39.86M 5.78% | 232.90K | 0.00 | 39.45K |
Louisiana-Pacific CorpSOLE | COM | 485.87K | SH | $35.35M 5.12% | 417.62K | 0.00 | 68.25K |
Extreme NetworksSOLE | COM | 2.30M | SH | $34.65M 5.02% | 2M | 0.00 | 299.04K |
Live Oak Bancshares IncSOLE | COM | 1.03M | SH | $34.18M 4.95% | 899.47K | 0.00 | 134.07K |
US Physical Therapy IncSOLE | COM | 439.90K | SH | $32.98M 4.78% | 375.23K | 0.00 | 64.68K |
The Brink's Co.SOLE | COM | 316.64K | SH | $32.81M 4.76% | 277.20K | 0.00 | 39.44K |
Crane NXTSOLE | COM | 783.81K | SH | $31.81M 4.61% | 673.85K | 0.00 | 109.96K |
Belden IncSOLE | COM | 258.38K | SH | $29.67M 4.30% | 219.58K | 0.00 | 38.80K |
AGCO Corp.SOLE | COM | 247.28K | SH | $28.65M 4.15% | 215.87K | 0.00 | 31.41K |
MSA Safety IncSOLE | COM | 170.52K | SH | $27.96M 4.05% | 146.07K | 0.00 | 24.45K |
Armstrong World Industries IncSOLE | COM | 168.28K | SH | $27.73M 4.02% | 145.97K | 0.00 | 22.30K |
Dorman Products IncSOLE | COM | 246.52K | SH | $25.73M 3.73% | 244K | 0.00 | 2.52K |
Enerpac Tool GroupSOLE | COM | 664.87K | SH | $24.25M 3.51% | 658.07K | 0.00 | 6.81K |
Modine Manufacturing CoSOLE | COM | 110.29K | SH | $23.90M 3.46% | 93.78K | 0.00 | 16.51K |
CSW IndustrialsSOLE | COM | 88.34K | SH | $23.02M 3.34% | 87.43K | 0.00 | 904.00 |
Stepan CoSOLE | COM | 378.80K | SH | $18.93M 2.74% | 374.94K | 0.00 | 3.86K |
Ingevity CorpSOLE | COM | 251.05K | SH | $17.88M 2.59% | 213.65K | 0.00 | 37.40K |
The Boston Beer Co IncSOLE | COM | 74.82K | SH | $17.24M 2.50% | 66.49K | 0.00 | 8.32K |
Advanced Energy Industries IncSOLE | COM | 47.11K | SH | $15.20M 2.20% | 46.62K | 0.00 | 484.00 |
Kadant IncSOLE | COM | 43.02K | SH | $12.58M 1.82% | 42.62K | 0.00 | 400.00 |
Thor Industries Inc.SOLE | COM | 131.11K | SH | $10.47M 1.52% | 111.45K | 0.00 | 19.66K |
APi GroupSOLE | COM | 255.30K | SH | $10.34M 1.50% | 114.58K | 0.00 | 140.71K |
Generac Holdings IncSOLE | COM | 48.74K | SH | $9.52M 1.38% | 21.47K | 0.00 | 27.27K |
Page 1 of 2