SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK: 0001089755SEC EDGAR →
Portfolio Value
$716.4M
Holdings
32
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | The Brink's Co. | 415,992 | $48.6M | 6.78% |
| 2 | Darling Ingredients Inc. | 1,134,847 | $40.9M | 5.70% |
| 3 | US Physical Therapy Inc | 479,536 | $37.4M | 5.23% |
| 4 | Murphy USA Inc. | 92,328 | $37.3M | 5.20% |
| 5 | Louisiana-Pacific Corp | 457,254 | $36.9M | 5.15% |
| 6 | Live Oak Bancshares Inc | 1,029,108 | $35.3M | 4.93% |
| 7 | Boot Barn Holdings Inc | 193,221 | $34.1M | 4.76% |
| 8 | Modine Manufacturing Co | 248,408 | $33.2M | 4.63% |
| 9 | Extreme Networks | 1,970,886 | $32.8M | 4.58% |
| 10 | Belden Inc | 280,976 | $32.7M | 4.57% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 14 | $285.2M | 39.8% |
| Consumer Cyclical | 6 | $147.2M | 20.6% |
| Technology | 3 | $75.6M | 10.5% |
| Basic Materials | 3 | $72.4M | 10.1% |
| Consumer Defensive | 2 | $55.6M | 7.8% |
| Financial Services | 3 | $43.0M | 6.0% |
| Healthcare | 1 | $37.4M | 5.2% |