SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.4B
Holdings
31
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 4,331,832 | $93.8M | 6.72% | |
| 2 | BCOBrink's Co. | 1,223,247 | $92.2M | 6.61% | |
| 3 | TKRTimken Co. | 2,031,379 | $88.6M | 6.35% | |
| 4 | CLHClean Harbors Inc. | 1,170,035 | $83.7M | 5.99% | |
| 5 | STAYUSDExtended Stay America, Inc. | 4,425,884 | $79.4M | 5.69% | |
| 6 | DYDycom Industries Inc | 1,728,959 | $79.4M | 5.69% | |
| 7 | —Encana Corp | 9,105,688 | $65.9M | 4.72% | |
| 8 | AGCOAGCO Corp. | 883,749 | $61.5M | 4.40% | |
| 9 | THOThor Industries Inc. | 962,267 | $60.0M | 4.30% | |
| 10 | TRNTrinity Industries Inc. | 2,457,931 | $53.4M | 3.82% | |
| 11 | PIIPolaris Industries Inc. | 579,920 | $49.0M | 3.51% | |
| 12 | W3UWestern Union Co. | 2,550,481 | $47.1M | 3.37% | |
| 13 | CNCCentene Corp. | 850,570 | $45.2M | 3.23% | |
| 14 | MUSAMurphy USA Inc. | 522,642 | $44.7M | 3.20% | |
| 15 | KOPKoppers Holdings Inc. | 1,630,726 | $42.4M | 3.03% | |
| 16 | HN9Hanesbrands Inc. | 2,275,820 | $40.7M | 2.91% | |
| 17 | KNKnowles Corporation | 2,225,773 | $39.2M | 2.81% | |
| 18 | BRBroadridge Financial Solutions | 356,955 | $37.0M | 2.65% | |
| 19 | IEXIDEX Corp. | 240,103 | $36.4M | 2.61% | |
| 20 | WRKUSDWestRock Co | 943,868 | $36.2M | 2.59% | |
| 21 | CR1USDCrane Co | 417,244 | $35.3M | 2.53% | |
| 22 | SF9Sanderson Farms Inc. | 259,237 | $34.2M | 2.45% | |
| 23 | HRCHill-Rom Holdings Inc. | 283,581 | $30.0M | 2.15% | |
| 24 | —Actuant Corp | 1,142,705 | $27.8M | 1.99% | |
| 25 | AEGNAegion Corp. | 1,334,482 | $23.4M | 1.68% | |
| 26 | BDCBelden Inc | 400,276 | $21.5M | 1.54% | |
| 27 | SCLStepan Co | 176,667 | $15.5M | 1.11% | |
| 28 | FSSFederal Signal Corp | 478,932 | $12.4M | 0.89% | |
| 29 | SEICSEI Investments Co | 171,763 | $9.0M | 0.64% | |
| 30 | WSOWatsco Inc | 59,229 | $8.5M | 0.61% | |
| 31 | DFSEURDiscover Financial Services | 38,768 | $2.8M | 0.20% |