SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$675.8M
Holdings
34
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 2,725,562 | $52.2M | 7.73% | |
| 2 | DYDycom Industries Inc | 1,831,170 | $47.0M | 6.95% | |
| 3 | BCOBrink's Co. | 847,057 | $44.1M | 6.52% | |
| 4 | TKRTimken Co. | 1,287,218 | $41.6M | 6.16% | |
| 5 | AGCOAGCO Corp. | 834,108 | $39.4M | 5.83% | |
| 6 | STAYUSDExtended Stay America, Inc. | 4,410,875 | $32.2M | 4.77% | |
| 7 | CLHClean Harbors Inc. | 603,519 | $31.0M | 4.59% | |
| 8 | TRNTrinity Industries Inc. | 1,803,068 | $29.0M | 4.29% | |
| 9 | CR1USDCrane Co | 559,551 | $27.5M | 4.07% | |
| 10 | THOThor Industries Inc. | 625,829 | $26.4M | 3.91% | |
| 11 | CNCCentene Corp. | 417,762 | $24.8M | 3.67% | |
| 12 | HRCHill-Rom Holdings Inc. | 219,788 | $22.1M | 3.27% | |
| 13 | BRBroadridge Financial Solutions | 221,684 | $21.0M | 3.11% | |
| 14 | BDCBelden Inc | 543,647 | $19.6M | 2.90% | |
| 15 | MUSAMurphy USA Inc. | 230,522 | $19.4M | 2.88% | |
| 16 | PIIPolaris Inc. | 392,180 | $18.9M | 2.79% | |
| 17 | SF9Sanderson Farms Inc. | 140,920 | $17.4M | 2.57% | |
| 18 | SCLStepan Co | 186,039 | $16.5M | 2.44% | |
| 19 | EPACEnerpac Tool Group | 871,048 | $14.4M | 2.13% | |
| 20 | AEGNAegion Corp. | 803,509 | $14.4M | 2.13% | |
| 21 | KOPKoppers Holdings Inc. | 1,149,532 | $14.2M | 2.10% | |
| 22 | WRKUSDWestRock Co | 494,662 | $14.0M | 2.07% | |
| 23 | W3UWestern Union Co. | 758,466 | $13.8M | 2.03% | |
| 24 | KNKnowles Corporation | 836,005 | $11.2M | 1.66% | |
| 25 | HN9Hanesbrands Inc. | 1,334,617 | $10.5M | 1.55% | |
| 26 | IEXIDEX Corp. | 69,113 | $9.5M | 1.41% | |
| 27 | WSOWatsco Inc | 53,165 | $8.4M | 1.24% | |
| 28 | FT2First Horizon National Corp | 1,041,905 | $8.4M | 1.24% | |
| 29 | SERVUSDServiceMaster Global Holdings | 292,011 | $7.9M | 1.17% | |
| 30 | SEICSEI Investments Co | 156,668 | $7.3M | 1.07% | |
| 31 | MOHMolina Healthcare Inc | 23,364 | $3.3M | 0.48% | |
| 32 | OVVOvintiv Inc | 1,185,555 | $3.2M | 0.47% | |
| 33 | —NIC Inc | 134,610 | $3.1M | 0.46% | |
| 34 | DORMDorman Products Inc | 37,602 | $2.1M | 0.31% |