Filed: 8/14/2026ACC: 0001213900-26-089539
📋 What this filing means
SOUTHERNSUN ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $742.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$742.81M
Total AUM (reported)
9.23M
Total Shares
Allocation by class
COM$742.81M100.0%
Portfolio Concentration
Top 3$144.12M19.4%
4–10$274.13M36.9%
11–25$301.42M40.6%
Rest$23.15M3.1%
Top 3 weight
19.4%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 9.23M
Sole
Full voting authority
7.91M
shares
% of voting shares85.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.32M
shares
% of voting shares14.4%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 85.6% of voting shares
Institutional Holdings29
Rows:
Extreme Networks
SOLEShares1.69M
TypeSH
Market value$54.56M
7.34%
Sole
1.44M
Shared
0.00
None
243.84K
Louisiana-Pacific Corp
SOLEShares577.70K
TypeSH
Market value$45.44M
6.12%
Sole
505.83K
Shared
0.00
None
71.87K
Boot Barn Holdings Inc
SOLEShares268.60K
TypeSH
Market value$44.12M
5.94%
Sole
231.88K
Shared
0.00
None
36.72K
Murphy USA Inc.
SOLEShares79.96K
TypeSH
Market value$43.09M
5.80%
Sole
68.75K
Shared
0.00
None
11.21K
Crane NXT
SOLEShares829.18K
TypeSH
Market value$42.42M
5.71%
Sole
718.45K
Shared
0.00
None
110.74K
Darling Ingredients Inc.
SOLEShares763.30K
TypeSH
Market value$41.69M
5.61%
Sole
653.56K
Shared
0.00
None
109.75K
Live Oak Bancshares Inc
SOLEShares934.75K
TypeSH
Market value$38.18M
5.14%
Sole
809.90K
Shared
0.00
None
124.85K
AGCO Corp.
SOLEShares305.47K
TypeSH
Market value$36.57M
4.92%
Sole
266.29K
Shared
0.00
None
39.18K
US Physical Therapy Inc
SOLEShares527.76K
TypeSH
Market value$36.25M
4.88%
Sole
453.61K
Shared
0.00
None
74.16K
Dorman Products Inc
SOLEShares263.38K
TypeSH
Market value$35.94M
4.84%
Sole
260.64K
Shared
0.00
None
2.74K
MSA Safety Inc
SOLEShares199.65K
TypeSH
Market value$34.86M
4.69%
Sole
174.11K
Shared
0.00
None
25.54K
Armstrong World Industries Inc
SOLEShares200.88K
TypeSH
Market value$32.22M
4.34%
Sole
177.68K
Shared
0.00
None
23.20K
Enerpac Tool Group
SOLEShares850.18K
TypeSH
Market value$30.49M
4.10%
Sole
841.30K
Shared
0.00
None
8.89K
The Brink's Co.
SOLEShares320.54K
TypeSH
Market value$30.29M
4.08%
Sole
283.66K
Shared
0.00
None
36.88K
CSW Industrials
SOLEShares94.70K
TypeSH
Market value$26.35M
3.55%
Sole
93.70K
Shared
0.00
None
994.00
The Boston Beer Co Inc
SOLEShares131.88K
TypeSH
Market value$23.35M
3.14%
Sole
114.91K
Shared
0.00
None
16.96K
Modine Manufacturing Co
SOLEShares76.60K
TypeSH
Market value$20.45M
2.75%
Sole
65.48K
Shared
0.00
None
11.13K
Ingevity Corp
SOLEShares244.26K
TypeSH
Market value$18.24M
2.46%
Sole
209.45K
Shared
0.00
None
34.81K
Thor Industries Inc.
SOLEShares238.97K
TypeSH
Market value$17.96M
2.42%
Sole
206.30K
Shared
0.00
None
32.67K
Kadant Inc
SOLEShares48.68K
TypeSH
Market value$15.30M
2.06%
Sole
48.17K
Shared
0.00
None
509.00
Advanced Energy Industries Inc
SOLEShares38.68K
TypeSH
Market value$14.42M
1.94%
Sole
38.28K
Shared
0.00
None
405.00
Generac Holdings Inc
SOLEShares40.38K
TypeSH
Market value$11.82M
1.59%
Sole
18.47K
Shared
0.00
None
21.91K
APi Group
SOLEShares244.80K
TypeSH
Market value$10.37M
1.40%
Sole
114.37K
Shared
0.00
None
130.42K
Valmont Industries Inc
SOLEShares13.60K
TypeSH
Market value$7.86M
1.06%
Sole
6.22K
Shared
0.00
None
7.38K
Watsco Inc
SOLEShares17.85K
TypeSH
Market value$7.44M
1.00%
Sole
8.16K
Shared
0.00
None
9.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Extreme NetworksSOLE | COM | 1.69M | SH | $54.56M 7.34% | 1.44M | 0.00 | 243.84K |
Louisiana-Pacific CorpSOLE | COM | 577.70K | SH | $45.44M 6.12% | 505.83K | 0.00 | 71.87K |
Boot Barn Holdings IncSOLE | COM | 268.60K | SH | $44.12M 5.94% | 231.88K | 0.00 | 36.72K |
Murphy USA Inc.SOLE | COM | 79.96K | SH | $43.09M 5.80% | 68.75K | 0.00 | 11.21K |
Crane NXTSOLE | COM | 829.18K | SH | $42.42M 5.71% | 718.45K | 0.00 | 110.74K |
Darling Ingredients Inc.SOLE | COM | 763.30K | SH | $41.69M 5.61% | 653.56K | 0.00 | 109.75K |
Live Oak Bancshares IncSOLE | COM | 934.75K | SH | $38.18M 5.14% | 809.90K | 0.00 | 124.85K |
AGCO Corp.SOLE | COM | 305.47K | SH | $36.57M 4.92% | 266.29K | 0.00 | 39.18K |
US Physical Therapy IncSOLE | COM | 527.76K | SH | $36.25M 4.88% | 453.61K | 0.00 | 74.16K |
Dorman Products IncSOLE | COM | 263.38K | SH | $35.94M 4.84% | 260.64K | 0.00 | 2.74K |
MSA Safety IncSOLE | COM | 199.65K | SH | $34.86M 4.69% | 174.11K | 0.00 | 25.54K |
Armstrong World Industries IncSOLE | COM | 200.88K | SH | $32.22M 4.34% | 177.68K | 0.00 | 23.20K |
Enerpac Tool GroupSOLE | COM | 850.18K | SH | $30.49M 4.10% | 841.30K | 0.00 | 8.89K |
The Brink's Co.SOLE | COM | 320.54K | SH | $30.29M 4.08% | 283.66K | 0.00 | 36.88K |
CSW IndustrialsSOLE | COM | 94.70K | SH | $26.35M 3.55% | 93.70K | 0.00 | 994.00 |
The Boston Beer Co IncSOLE | COM | 131.88K | SH | $23.35M 3.14% | 114.91K | 0.00 | 16.96K |
Modine Manufacturing CoSOLE | COM | 76.60K | SH | $20.45M 2.75% | 65.48K | 0.00 | 11.13K |
Ingevity CorpSOLE | COM | 244.26K | SH | $18.24M 2.46% | 209.45K | 0.00 | 34.81K |
Thor Industries Inc.SOLE | COM | 238.97K | SH | $17.96M 2.42% | 206.30K | 0.00 | 32.67K |
Kadant IncSOLE | COM | 48.68K | SH | $15.30M 2.06% | 48.17K | 0.00 | 509.00 |
Advanced Energy Industries IncSOLE | COM | 38.68K | SH | $14.42M 1.94% | 38.28K | 0.00 | 405.00 |
Generac Holdings IncSOLE | COM | 40.38K | SH | $11.82M 1.59% | 18.47K | 0.00 | 21.91K |
APi GroupSOLE | COM | 244.80K | SH | $10.37M 1.40% | 114.37K | 0.00 | 130.42K |
Valmont Industries IncSOLE | COM | 13.60K | SH | $7.86M 1.06% | 6.22K | 0.00 | 7.38K |
Watsco IncSOLE | COM | 17.85K | SH | $7.44M 1.00% | 8.16K | 0.00 | 9.70K |
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