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The Analysis of SOUTHERNSUN ASSET MANAGEMENT, LLC's Holdings & P&L

Currently, SOUTHERNSUN ASSET MANAGEMENT, LLC holds 31 types of securities in its portfolio with a total value $689.9M. In the most recent quarter, they have increased their positions in BOOT (+79.1K shares, valued at $11.6M), DORM (+55.9K shares, valued at $5.8M), CSW (+21.6K shares, valued at $5.6M); decreased their positions in MOD (-138.1K shares, valued at $29.9M), AEIS (-76.3K shares, valued at $24.6M), DAR (-354.7K shares, valued at $21.9M).

1M P&L

-24.8M-3.02%

3M P&L

-51.2M-6.04%

HY P&L

+93.5M+13.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery94.4M

13.2%

2Security & Protection Services78.3M

10.9%

3Building Products & Equipment68.8M

9.6%

Top Industries by Stock Count

1Specialty Industrial Machinery5 stocks

15.6%

2Farm & Heavy Construction Machinery2 stocks

6.3%

3Building Products & Equipment2 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DAR Darling Ingredients Inc.780.1K shares-31.26%2026-03-312026-05-13

MUSA Murphy USA Inc.84.8K shares-8.16%2026-03-312026-05-13

BOOT Boot Barn Holdings Inc272.3K shares40.95%2026-03-312026-05-13

LPX Louisiana-Pacific Corp485.9K shares6.26%2026-03-312026-05-13

EXTR Extreme Networks2.3M shares16.59%2026-03-312026-05-13

LOB Live Oak Bancshares Inc1.0M shares0.43%2026-03-312026-05-13

USPH US Physical Therapy Inc439.9K shares-8.26%2026-03-312026-05-13

BCO The Brink's Co.316.6K shares-23.88%2026-03-312026-05-13

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CXT Crane NXT783.8K shares17.30%2026-03-312026-05-13

BDC Belden Inc258.4K shares-8.04%2026-03-312026-05-13

AGCO AGCO Corp.247.3K shares-8.44%2026-03-312026-05-13

MSA MSA Safety Inc170.5K shares-8.16%2026-03-312026-05-13

AWI Armstrong World Industries Inc168.3K shares0.92%2026-03-312026-05-13

DORM Dorman Products Inc246.5K shares29.36%2026-03-312026-05-13

EPAC Enerpac Tool Group664.9K shares10.69%2026-03-312026-05-13

MOD Modine Manufacturing Co110.3K shares-55.60%2026-03-312026-05-13

Sponsored

CSW CSW Industrials88.3K shares32.34%2026-03-312026-05-13

SCL Stepan Co378.8K shares-7.10%2026-03-312026-05-13

NGVT Ingevity Corp251.1K shares-8.04%2026-03-312026-05-13

SAM The Boston Beer Co Inc74.8K shares-0.94%2026-03-312026-05-13

AEIS Advanced Energy Industries Inc47.1K shares-61.84%2026-03-312026-05-13

KAI Kadant Inc43.0K shares-4.47%2026-03-312026-05-13

THO Thor Industries Inc.131.1K shares-7.98%2026-03-312026-05-13

APG APi Group255.3K shares1.00%2026-03-312026-05-13

Sponsored

GNRC Generac Holdings Inc48.7K shares-12.52%2026-03-312026-05-13

BR Broadridge Financial Solutions45.3K shares1.01%2026-03-312026-05-13

WSO Watsco Inc18.6K shares1.02%2026-03-312026-05-13

VMI Valmont Industries Inc16.6K shares-17.95%2026-03-312026-05-13

SEIC SEI Investments Co67.4K shares1.37%2026-03-312026-05-13

OSK Oshkosh Corp31.0K shares53.70%2026-03-312026-05-13

FND Floor & Decor Holdings87.4K shares15.70%2026-03-312026-05-13

DAR

Darling Ingredients Inc.

-31.26%

Shares780.1K

Event2026-03-31

Filed2026-05-13

MUSA

Murphy USA Inc.

-8.16%

Shares84.8K

Event2026-03-31

Filed2026-05-13

BOOT

Boot Barn Holdings Inc

40.95%

Shares272.3K

Event2026-03-31

Filed2026-05-13

LPX

Louisiana-Pacific Corp

6.26%

Shares485.9K

Event2026-03-31

Filed2026-05-13

EXTR

Extreme Networks

16.59%

Shares2.3M

Event2026-03-31

Filed2026-05-13

LOB

Live Oak Bancshares Inc

0.43%

Shares1.0M

Event2026-03-31

Filed2026-05-13

USPH

US Physical Therapy Inc

-8.26%

Shares439.9K

Event2026-03-31

Filed2026-05-13

BCO

The Brink's Co.

-23.88%

Shares316.6K

Event2026-03-31

Filed2026-05-13

CXT

Crane NXT

17.30%

Shares783.8K

Event2026-03-31

Filed2026-05-13

BDC

Belden Inc

-8.04%

Shares258.4K

Event2026-03-31

Filed2026-05-13

AGCO

AGCO Corp.

-8.44%

Shares247.3K

Event2026-03-31

Filed2026-05-13

MSA

MSA Safety Inc

-8.16%

Shares170.5K

Event2026-03-31

Filed2026-05-13

AWI

Armstrong World Industries Inc

0.92%

Shares168.3K

Event2026-03-31

Filed2026-05-13

DORM

Dorman Products Inc

29.36%

Shares246.5K

Event2026-03-31

Filed2026-05-13

EPAC

Enerpac Tool Group

10.69%

Shares664.9K

Event2026-03-31

Filed2026-05-13

MOD

Modine Manufacturing Co

-55.60%

Shares110.3K

Event2026-03-31

Filed2026-05-13

CSW

CSW Industrials

32.34%

Shares88.3K

Event2026-03-31

Filed2026-05-13

SCL

Stepan Co

-7.10%

Shares378.8K

Event2026-03-31

Filed2026-05-13

NGVT

Ingevity Corp

-8.04%

Shares251.1K

Event2026-03-31

Filed2026-05-13

SAM

The Boston Beer Co Inc

-0.94%

Shares74.8K

Event2026-03-31

Filed2026-05-13

AEIS

Advanced Energy Industries Inc

-61.84%

Shares47.1K

Event2026-03-31

Filed2026-05-13

KAI

Kadant Inc

-4.47%

Shares43.0K

Event2026-03-31

Filed2026-05-13

THO

Thor Industries Inc.

-7.98%

Shares131.1K

Event2026-03-31

Filed2026-05-13

APG

APi Group

1.00%

Shares255.3K

Event2026-03-31

Filed2026-05-13

GNRC

Generac Holdings Inc

-12.52%

Shares48.7K

Event2026-03-31

Filed2026-05-13

Broadridge Financial Solutions

1.01%

Shares45.3K

Event2026-03-31

Filed2026-05-13

WSO

Watsco Inc

1.02%

Shares18.6K

Event2026-03-31

Filed2026-05-13

VMI

Valmont Industries Inc

-17.95%

Shares16.6K

Event2026-03-31

Filed2026-05-13

SEIC

SEI Investments Co

1.37%

Shares67.4K

Event2026-03-31

Filed2026-05-13

OSK

Oshkosh Corp

53.70%

Shares31.0K

Event2026-03-31

Filed2026-05-13

FND

Floor & Decor Holdings

15.70%

Shares87.4K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available