SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$898.0B
Holdings
27
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 456,136 | $65.5B | 7.29% | |
| 2 | DARDarling Ingredients Inc. | 1,337,145 | $62.2B | 6.93% | |
| 3 | USPHUS Physical Therapy Inc | 459,119 | $51.8B | 5.77% | |
| 4 | BOOTBoot Barn Holdings Inc | 541,329 | $51.5B | 5.74% | |
| 5 | BDCBelden Inc | 530,705 | $49.1B | 5.47% | |
| 6 | MGPIMGP Ingredients Inc | 557,683 | $48.0B | 5.35% | |
| 7 | LPXLouisiana-Pacific Corp | 552,083 | $46.3B | 5.16% | |
| 8 | SAMThe Boston Beer Co Inc | 145,386 | $44.3B | 4.93% | |
| 9 | BCOThe Brink's Co. | 471,412 | $43.5B | 4.85% | |
| 10 | TKRTimken Co. | 486,855 | $42.6B | 4.74% | |
| 11 | EPACEnerpac Tool Group | 1,189,550 | $42.4B | 4.72% | |
| 12 | AGCOAGCO Corp. | 335,425 | $41.3B | 4.60% | |
| 13 | NGVTIngevity Corp | 738,016 | $35.2B | 3.92% | |
| 14 | LOBLive Oak Bancshares Inc | 813,315 | $33.8B | 3.76% | |
| 15 | AWIArmstrong World Industries Inc | 270,916 | $33.7B | 3.75% | |
| 16 | MUSAMurphy USA Inc. | 79,882 | $33.5B | 3.73% | |
| 17 | DORMDorman Products Inc | 343,396 | $33.1B | 3.69% | |
| 18 | PIIPolaris Inc. | 314,911 | $31.5B | 3.51% | |
| 19 | THOThor Industries Inc. | 242,736 | $28.5B | 3.17% | |
| 20 | SCLStepan Co | 262,576 | $23.6B | 2.63% | |
| 21 | MBUUMalibu Boats Inc | 475,049 | $20.6B | 2.29% | |
| 22 | BRBroadridge Financial Solutions | 48,658 | $10.0B | 1.11% | |
| 23 | WSOWatsco Inc | 20,356 | $8.8B | 0.98% | |
| 24 | TREXTrex Co | 48,965 | $4.9B | 0.54% | |
| 25 | SEICSEI Investments Co | 66,531 | $4.8B | 0.53% | |
| 26 | IEXIDEX Corp. | 18,860 | $4.6B | 0.51% | |
| 27 | FNDFloor & Decor Holdings | 22,811 | $3.0B | 0.33% |