SOUTHERNSUN ASSET MANAGEMENT, LLC

PrivateCIK: 1089755

Location

MEMPHIS, TN

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

% of voting shares85.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.32M

% 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

SOLE

COM

Shares1.69M

TypeSH

Market value$54.56M

7.34%

Sole

1.44M

Shared

0.00

None

243.84K

Louisiana-Pacific Corp

SOLE

COM

Shares577.70K

TypeSH

Market value$45.44M

6.12%

Sole

505.83K

Shared

0.00

None

71.87K

Boot Barn Holdings Inc

SOLE

COM

Shares268.60K

TypeSH

Market value$44.12M

5.94%

Sole

231.88K

Shared

0.00

None

36.72K

Murphy USA Inc.

SOLE

COM

Shares79.96K

TypeSH

Market value$43.09M

5.80%

Sole

68.75K

Shared

0.00

None

11.21K

Crane NXT

SOLE

COM

Shares829.18K

TypeSH

Market value$42.42M

5.71%

Sole

718.45K

Shared

0.00

None

110.74K

Darling Ingredients Inc.

SOLE

COM

Shares763.30K

TypeSH

Market value$41.69M

5.61%

Sole

653.56K

Shared

0.00

None

109.75K

Live Oak Bancshares Inc

SOLE

COM

Shares934.75K

TypeSH

Market value$38.18M

5.14%

Sole

809.90K

Shared

0.00

None

124.85K

AGCO Corp.

SOLE

COM

Shares305.47K

TypeSH

Market value$36.57M

4.92%

Sole

266.29K

Shared

0.00

None

39.18K

US Physical Therapy Inc

SOLE

COM

Shares527.76K

TypeSH

Market value$36.25M

4.88%

Sole

453.61K

Shared

0.00

None

74.16K

Dorman Products Inc

SOLE

COM

Shares263.38K

TypeSH

Market value$35.94M

4.84%

Sole

260.64K

Shared

0.00

None

2.74K

MSA Safety Inc

SOLE

COM

Shares199.65K

TypeSH

Market value$34.86M

4.69%

Sole

174.11K

Shared

0.00

None

25.54K

Armstrong World Industries Inc

SOLE

COM

Shares200.88K

TypeSH

Market value$32.22M

4.34%

Sole

177.68K

Shared

0.00

None

23.20K

Enerpac Tool Group

SOLE

COM

Shares850.18K

TypeSH

Market value$30.49M

4.10%

Sole

841.30K

Shared

0.00

None

8.89K

The Brink's Co.

SOLE

COM

Shares320.54K

TypeSH

Market value$30.29M

4.08%

Sole

283.66K

Shared

0.00

None

36.88K

CSW Industrials

SOLE

COM

Shares94.70K

TypeSH

Market value$26.35M

3.55%

Sole

93.70K

Shared

0.00

None

994.00

The Boston Beer Co Inc

SOLE

COM

Shares131.88K

TypeSH

Market value$23.35M

3.14%

Sole

114.91K

Shared

0.00

None

16.96K

Modine Manufacturing Co

SOLE

COM

Shares76.60K

TypeSH

Market value$20.45M

2.75%

Sole

65.48K

Shared

0.00

None

11.13K

Ingevity Corp

SOLE

COM

Shares244.26K

TypeSH

Market value$18.24M

2.46%

Sole

209.45K

Shared

0.00

None

34.81K

Thor Industries Inc.

SOLE

COM

Shares238.97K

TypeSH

Market value$17.96M

2.42%

Sole

206.30K

Shared

0.00

None

32.67K

Kadant Inc

SOLE

COM

Shares48.68K

TypeSH

Market value$15.30M

2.06%

Sole

48.17K

Shared

0.00

None

509.00

Advanced Energy Industries Inc

SOLE

COM

Shares38.68K

TypeSH

Market value$14.42M

1.94%

Sole

38.28K

Shared

0.00

None

405.00

Generac Holdings Inc

SOLE

COM

Shares40.38K

TypeSH

Market value$11.82M

1.59%

Sole

18.47K

Shared

0.00

None

21.91K

APi Group

SOLE

COM

Shares244.80K

TypeSH

Market value$10.37M

1.40%

Sole

114.37K

Shared

0.00

None

130.42K

Valmont Industries Inc

SOLE

COM

Shares13.60K

TypeSH

Market value$7.86M

1.06%

Sole

6.22K

Shared

0.00

None

7.38K

Watsco Inc

SOLE

COM

Shares17.85K

TypeSH

Market value$7.44M

1.00%

Sole

8.16K

Shared

0.00

None

9.70K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Extreme NetworksSOLE	COM	1.69M	SH	$54.56M 7.34%	1.44M	243.84K
Louisiana-Pacific CorpSOLE	COM	577.70K	SH	$45.44M 6.12%	505.83K	71.87K
Boot Barn Holdings IncSOLE	COM	268.60K	SH	$44.12M 5.94%	231.88K	36.72K
Murphy USA Inc.SOLE	COM	79.96K	SH	$43.09M 5.80%	68.75K	11.21K
Crane NXTSOLE	COM	829.18K	SH	$42.42M 5.71%	718.45K	110.74K
Darling Ingredients Inc.SOLE	COM	763.30K	SH	$41.69M 5.61%	653.56K	109.75K
Live Oak Bancshares IncSOLE	COM	934.75K	SH	$38.18M 5.14%	809.90K	124.85K
AGCO Corp.SOLE	COM	305.47K	SH	$36.57M 4.92%	266.29K	39.18K
US Physical Therapy IncSOLE	COM	527.76K	SH	$36.25M 4.88%	453.61K	74.16K
Dorman Products IncSOLE	COM	263.38K	SH	$35.94M 4.84%	260.64K	2.74K
MSA Safety IncSOLE	COM	199.65K	SH	$34.86M 4.69%	174.11K	25.54K
Armstrong World Industries IncSOLE	COM	200.88K	SH	$32.22M 4.34%	177.68K	23.20K
Enerpac Tool GroupSOLE	COM	850.18K	SH	$30.49M 4.10%	841.30K	8.89K
The Brink's Co.SOLE	COM	320.54K	SH	$30.29M 4.08%	283.66K	36.88K
CSW IndustrialsSOLE	COM	94.70K	SH	$26.35M 3.55%	93.70K	994.00
The Boston Beer Co IncSOLE	COM	131.88K	SH	$23.35M 3.14%	114.91K	16.96K
Modine Manufacturing CoSOLE	COM	76.60K	SH	$20.45M 2.75%	65.48K	11.13K
Ingevity CorpSOLE	COM	244.26K	SH	$18.24M 2.46%	209.45K	34.81K
Thor Industries Inc.SOLE	COM	238.97K	SH	$17.96M 2.42%	206.30K	32.67K
Kadant IncSOLE	COM	48.68K	SH	$15.30M 2.06%	48.17K	509.00
Advanced Energy Industries IncSOLE	COM	38.68K	SH	$14.42M 1.94%	38.28K	405.00
Generac Holdings IncSOLE	COM	40.38K	SH	$11.82M 1.59%	18.47K	21.91K
APi GroupSOLE	COM	244.80K	SH	$10.37M 1.40%	114.37K	130.42K
Valmont Industries IncSOLE	COM	13.60K	SH	$7.86M 1.06%	6.22K	7.38K
Watsco IncSOLE	COM	17.85K	SH	$7.44M 1.00%	8.16K	9.70K

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