SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$690.8B
Holdings
30
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BCOThe Brink's Co. | 569,730 | $49.1B | 7.11% | |
| 2 | DARDarling Ingredients Inc. | 1,437,331 | $44.9B | 6.50% | |
| 3 | BDCBelden Inc | 444,475 | $44.6B | 6.45% | |
| 4 | LPXLouisiana-Pacific Corp | 458,091 | $42.1B | 6.10% | |
| 5 | USPHUS Physical Therapy Inc | 543,812 | $39.4B | 5.70% | |
| 6 | BOOTBoot Barn Holdings Inc | 348,988 | $37.5B | 5.43% | |
| 7 | AGCOAGCO Corp. | 399,774 | $37.0B | 5.36% | |
| 8 | AWIArmstrong World Industries Inc | 234,035 | $33.0B | 4.77% | |
| 9 | TKRTimken Co. | 447,447 | $32.2B | 4.66% | |
| 10 | EPACEnerpac Tool Group | 697,215 | $31.3B | 4.53% | |
| 11 | MUSAMurphy USA Inc. | 65,857 | $30.9B | 4.48% | |
| 12 | DYDycom Industries Inc | 179,692 | $27.4B | 3.96% | |
| 13 | DORMDorman Products Inc | 222,590 | $26.8B | 3.88% | |
| 14 | SAMThe Boston Beer Co Inc | 110,427 | $26.4B | 3.82% | |
| 15 | NGVTIngevity Corp | 612,146 | $24.2B | 3.51% | |
| 16 | LOBLive Oak Bancshares Inc | 871,934 | $23.2B | 3.37% | |
| 17 | SCLStepan Co | 376,009 | $20.7B | 3.00% | |
| 18 | MODModine Manufacturing Co | 235,344 | $18.1B | 2.61% | |
| 19 | OXMOxford Industries Inc | 294,090 | $17.3B | 2.50% | |
| 20 | AEISAdvanced Energy Industries Inc | 150,364 | $14.3B | 2.07% | |
| 21 | THOThor Industries Inc. | 162,215 | $12.3B | 1.78% | |
| 22 | BRBroadridge Financial Solutions | 47,444 | $11.5B | 1.67% | |
| 23 | EXTRExtreme Networks | 584,421 | $7.7B | 1.12% | |
| 24 | WSOWatsco Inc | 14,263 | $7.2B | 1.05% | |
| 25 | APGAPi Group | 185,388 | $6.6B | 0.96% | |
| 26 | GNRCGenerac Holdings Inc | 50,597 | $6.4B | 0.93% | |
| 27 | VMIValmont Industries Inc | 21,224 | $6.1B | 0.88% | |
| 28 | SEICSEI Investments Co | 66,836 | $5.2B | 0.75% | |
| 29 | FNDFloor & Decor Holdings | 50,361 | $4.1B | 0.59% | |
| 30 | TREXTrex Co | 58,106 | $3.4B | 0.49% |