SOUTHERNSUN ASSET MANAGEMENT, LLC

PrivateCIK: 1089755

Location

MEMPHIS, TN

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

% of voting shares85.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.43M

% 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.

SOLE

COM

Shares780.11K

TypeSH

Market value$48.25M

6.99%

Sole

662.17K

Shared

0.00

None

117.94K

Murphy USA Inc.

SOLE

COM

Shares84.80K

TypeSH

Market value$41.89M

6.07%

Sole

72.44K

Shared

0.00

None

12.36K

Boot Barn Holdings Inc

SOLE

COM

Shares272.35K

TypeSH

Market value$39.86M

5.78%

Sole

232.90K

Shared

0.00

None

39.45K

Louisiana-Pacific Corp

SOLE

COM

Shares485.87K

TypeSH

Market value$35.35M

5.12%

Sole

417.62K

Shared

0.00

None

68.25K

Extreme Networks

SOLE

COM

Shares2.30M

TypeSH

Market value$34.65M

5.02%

Sole

Shared

0.00

None

299.04K

Live Oak Bancshares Inc

SOLE

COM

Shares1.03M

TypeSH

Market value$34.18M

4.95%

Sole

899.47K

Shared

0.00

None

134.07K

US Physical Therapy Inc

SOLE

COM

Shares439.90K

TypeSH

Market value$32.98M

4.78%

Sole

375.23K

Shared

0.00

None

64.68K

The Brink's Co.

SOLE

COM

Shares316.64K

TypeSH

Market value$32.81M

4.76%

Sole

277.20K

Shared

0.00

None

39.44K

Crane NXT

SOLE

COM

Shares783.81K

TypeSH

Market value$31.81M

4.61%

Sole

673.85K

Shared

0.00

None

109.96K

Belden Inc

SOLE

COM

Shares258.38K

TypeSH

Market value$29.67M

4.30%

Sole

219.58K

Shared

0.00

None

38.80K

AGCO Corp.

SOLE

COM

Shares247.28K

TypeSH

Market value$28.65M

4.15%

Sole

215.87K

Shared

0.00

None

31.41K

MSA Safety Inc

SOLE

COM

Shares170.52K

TypeSH

Market value$27.96M

4.05%

Sole

146.07K

Shared

0.00

None

24.45K

Armstrong World Industries Inc

SOLE

COM

Shares168.28K

TypeSH

Market value$27.73M

4.02%

Sole

145.97K

Shared

0.00

None

22.30K

Dorman Products Inc

SOLE

COM

Shares246.52K

TypeSH

Market value$25.73M

3.73%

Sole

244K

Shared

0.00

None

2.52K

Enerpac Tool Group

SOLE

COM

Shares664.87K

TypeSH

Market value$24.25M

3.51%

Sole

658.07K

Shared

0.00

None

6.81K

Modine Manufacturing Co

SOLE

COM

Shares110.29K

TypeSH

Market value$23.90M

3.46%

Sole

93.78K

Shared

0.00

None

16.51K

CSW Industrials

SOLE

COM

Shares88.34K

TypeSH

Market value$23.02M

3.34%

Sole

87.43K

Shared

0.00

None

904.00

Stepan Co

SOLE

COM

Shares378.80K

TypeSH

Market value$18.93M

2.74%

Sole

374.94K

Shared

0.00

None

3.86K

Ingevity Corp

SOLE

COM

Shares251.05K

TypeSH

Market value$17.88M

2.59%

Sole

213.65K

Shared

0.00

None

37.40K

The Boston Beer Co Inc

SOLE

COM

Shares74.82K

TypeSH

Market value$17.24M

2.50%

Sole

66.49K

Shared

0.00

None

8.32K

Advanced Energy Industries Inc

SOLE

COM

Shares47.11K

TypeSH

Market value$15.20M

2.20%

Sole

46.62K

Shared

0.00

None

484.00

Kadant Inc

SOLE

COM

Shares43.02K

TypeSH

Market value$12.58M

1.82%

Sole

42.62K

Shared

0.00

None

400.00

Thor Industries Inc.

SOLE

COM

Shares131.11K

TypeSH

Market value$10.47M

1.52%

Sole

111.45K

Shared

0.00

None

19.66K

APi Group

SOLE

COM

Shares255.30K

TypeSH

Market value$10.34M

1.50%

Sole

114.58K

Shared

0.00

None

140.71K

Generac Holdings Inc

SOLE

COM

Shares48.74K

TypeSH

Market value$9.52M

1.38%

Sole

21.47K

Shared

0.00

None

27.27K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
Darling Ingredients Inc.SOLE	COM	780.11K	SH	$48.25M 6.99%	662.17K	117.94K
Murphy USA Inc.SOLE	COM	84.80K	SH	$41.89M 6.07%	72.44K	12.36K
Boot Barn Holdings IncSOLE	COM	272.35K	SH	$39.86M 5.78%	232.90K	39.45K
Louisiana-Pacific CorpSOLE	COM	485.87K	SH	$35.35M 5.12%	417.62K	68.25K
Extreme NetworksSOLE	COM	2.30M	SH	$34.65M 5.02%	2M	299.04K
Live Oak Bancshares IncSOLE	COM	1.03M	SH	$34.18M 4.95%	899.47K	134.07K
US Physical Therapy IncSOLE	COM	439.90K	SH	$32.98M 4.78%	375.23K	64.68K
The Brink's Co.SOLE	COM	316.64K	SH	$32.81M 4.76%	277.20K	39.44K
Crane NXTSOLE	COM	783.81K	SH	$31.81M 4.61%	673.85K	109.96K
Belden IncSOLE	COM	258.38K	SH	$29.67M 4.30%	219.58K	38.80K
AGCO Corp.SOLE	COM	247.28K	SH	$28.65M 4.15%	215.87K	31.41K
MSA Safety IncSOLE	COM	170.52K	SH	$27.96M 4.05%	146.07K	24.45K
Armstrong World Industries IncSOLE	COM	168.28K	SH	$27.73M 4.02%	145.97K	22.30K
Dorman Products IncSOLE	COM	246.52K	SH	$25.73M 3.73%	244K	2.52K
Enerpac Tool GroupSOLE	COM	664.87K	SH	$24.25M 3.51%	658.07K	6.81K
Modine Manufacturing CoSOLE	COM	110.29K	SH	$23.90M 3.46%	93.78K	16.51K
CSW IndustrialsSOLE	COM	88.34K	SH	$23.02M 3.34%	87.43K	904.00
Stepan CoSOLE	COM	378.80K	SH	$18.93M 2.74%	374.94K	3.86K
Ingevity CorpSOLE	COM	251.05K	SH	$17.88M 2.59%	213.65K	37.40K
The Boston Beer Co IncSOLE	COM	74.82K	SH	$17.24M 2.50%	66.49K	8.32K
Advanced Energy Industries IncSOLE	COM	47.11K	SH	$15.20M 2.20%	46.62K	484.00
Kadant IncSOLE	COM	43.02K	SH	$12.58M 1.82%	42.62K	400.00
Thor Industries Inc.SOLE	COM	131.11K	SH	$10.47M 1.52%	111.45K	19.66K
APi GroupSOLE	COM	255.30K	SH	$10.34M 1.50%	114.58K	140.71K
Generac Holdings IncSOLE	COM	48.74K	SH	$9.52M 1.38%	21.47K	27.27K

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