SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$963.7M
Holdings
34
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 912,231 | $67.1M | 6.97% | |
| 2 | BCOThe Brink's Co. | 813,139 | $64.4M | 6.69% | |
| 3 | DYDycom Industries Inc | 679,730 | $63.1M | 6.55% | |
| 4 | STAYUSDExtended Stay America, Inc. | 3,111,901 | $61.5M | 6.38% | |
| 5 | THOThor Industries Inc. | 425,187 | $57.3M | 5.94% | |
| 6 | PIIPolaris Inc. | 400,032 | $53.4M | 5.54% | |
| 7 | TKRTimken Co. | 647,906 | $52.6M | 5.46% | |
| 8 | CR1USDCrane Co | 527,307 | $49.5M | 5.14% | |
| 9 | AGCOAGCO Corp. | 277,858 | $39.9M | 4.14% | |
| 10 | CLHClean Harbors Inc. | 407,973 | $34.3M | 3.56% | |
| 11 | MUSAMurphy USA Inc. | 225,071 | $32.5M | 3.38% | |
| 12 | SF9Sanderson Farms Inc. | 206,848 | $32.2M | 3.34% | |
| 13 | SCLStepan Co | 244,607 | $31.1M | 3.23% | |
| 14 | SERVUSDTerminix Global Holdings Inc. | 647,666 | $30.9M | 3.20% | |
| 15 | NGVTIngevity Corp | 406,137 | $30.7M | 3.18% | |
| 16 | EPACEnerpac Tool Group | 941,005 | $24.6M | 2.55% | |
| 17 | HRCHill-Rom Holdings Inc. | 211,359 | $23.4M | 2.42% | |
| 18 | BDCBelden Inc | 495,507 | $22.0M | 2.28% | |
| 19 | DORMDorman Products Inc | 210,655 | $21.6M | 2.24% | |
| 20 | BRBroadridge Financial Solutions, Inc. | 137,659 | $21.1M | 2.19% | |
| 21 | FTDRFrontdoor Inc | 346,509 | $18.6M | 1.93% | |
| 22 | KOPKoppers Holdings Inc. | 513,167 | $17.8M | 1.85% | |
| 23 | MGPIMGP Ingredients Inc | 266,819 | $15.8M | 1.64% | |
| 24 | CASSCass Information Systems Inc | 283,160 | $13.1M | 1.36% | |
| 25 | AWIArmstrong World Industries Inc | 137,395 | $12.4M | 1.28% | |
| 26 | UNVREURUnivar Solutions USA Inc. | 553,196 | $11.9M | 1.24% | |
| 27 | W3UWestern Union Co. | 432,902 | $10.7M | 1.11% | |
| 28 | WSOWatsco Inc | 40,525 | $10.6M | 1.10% | |
| 29 | FT2First Horizon Corporation | 595,747 | $10.1M | 1.05% | |
| 30 | MOHMolina Healthcare Inc | 38,044 | $8.9M | 0.92% | |
| 31 | SEICSEI Investments Co | 123,534 | $7.5M | 0.78% | |
| 32 | WRKUSDWestRock Co | 133,211 | $6.9M | 0.72% | |
| 33 | IEXIDEX Corp. | 28,051 | $5.9M | 0.61% | |
| 34 | TSCOTractor Supply Co. | 2,000 | $354K | 0.04% |