SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$927.0M
Holdings
31
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 907,455 | $72.9M | 7.87% | |
| 2 | UNVREURUnivar Solutions USA Inc. | 1,678,788 | $54.0M | 5.82% | |
| 3 | DYDycom Industries Inc | 565,016 | $53.8M | 5.81% | |
| 4 | BCOThe Brink's Co. | 751,744 | $51.1M | 5.51% | |
| 5 | TKRTimken Co. | 828,849 | $50.3M | 5.43% | |
| 6 | AGCOAGCO Corp. | 333,385 | $48.7M | 5.25% | |
| 7 | CR1USDCrane Co | 431,854 | $46.8M | 5.04% | |
| 8 | PIIPolaris Inc. | 440,963 | $46.4M | 5.01% | |
| 9 | MGPIMGP Ingredients Inc | 519,946 | $44.5M | 4.80% | |
| 10 | CCMPCMC Materials Inc | 223,600 | $41.5M | 4.47% | |
| 11 | MUSAMurphy USA Inc. | 195,120 | $39.0M | 4.21% | |
| 12 | THOThor Industries Inc. | 478,187 | $37.6M | 4.06% | |
| 13 | SF9Sanderson Farms Inc. | 188,528 | $35.3M | 3.81% | |
| 14 | SCLStepan Co | 353,915 | $35.0M | 3.77% | |
| 15 | EPACEnerpac Tool Group | 1,572,483 | $34.4M | 3.71% | |
| 16 | DORMDorman Products Inc | 327,142 | $31.1M | 3.35% | |
| 17 | NGVTIngevity Corp | 445,953 | $28.6M | 3.08% | |
| 18 | MBUUMalibu Boats Inc | 435,170 | $25.2M | 2.72% | |
| 19 | CLHClean Harbors Inc. | 204,589 | $22.8M | 2.46% | |
| 20 | BDCBelden Inc | 346,202 | $19.2M | 2.07% | |
| 21 | KOPKoppers Holdings Inc. | 589,034 | $16.2M | 1.75% | |
| 22 | COOKTraeger Inc | 2,098,194 | $15.6M | 1.68% | |
| 23 | WSOWatsco Inc | 38,682 | $11.8M | 1.27% | |
| 24 | BRBroadridge Financial Solutions | 63,107 | $9.8M | 1.06% | |
| 25 | AWIArmstrong World Industries Inc | 107,845 | $9.7M | 1.05% | |
| 26 | SAMThe Boston Beer Co Inc | 22,990 | $8.9M | 0.96% | |
| 27 | IEXIDEX Corp. | 45,715 | $8.8M | 0.95% | |
| 28 | WRKUSDWestRock Co | 161,887 | $7.6M | 0.82% | |
| 29 | LHCGUSDLHC Group Inc | 42,231 | $7.1M | 0.77% | |
| 30 | SEICSEI Investments Co | 109,568 | $6.6M | 0.71% | |
| 31 | W3UWestern Union Co. | 348,511 | $6.5M | 0.70% |