SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$1.3B
Holdings
32
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 1,583,589 | $93.2M | 7.18% | |
| 2 | DARDarling Ingredients Inc. | 4,396,234 | $87.4M | 6.74% | |
| 3 | TKRTimken Co. | 1,610,604 | $82.7M | 6.37% | |
| 4 | BCOBrink's Co. | 1,013,789 | $82.3M | 6.34% | |
| 5 | CLHClean Harbors Inc. | 1,007,201 | $71.6M | 5.52% | |
| 6 | STAYUSDExtended Stay America, Inc. | 4,211,525 | $71.1M | 5.48% | |
| 7 | AGCOAGCO Corp. | 792,201 | $61.5M | 4.73% | |
| 8 | THOThor Industries Inc. | 917,032 | $53.6M | 4.13% | |
| 9 | CR1USDCrane Co | 611,218 | $51.0M | 3.93% | |
| 10 | TRNTrinity Industries Inc. | 2,425,309 | $50.3M | 3.88% | |
| 11 | PIIPolaris Industries Inc. | 521,679 | $47.6M | 3.67% | |
| 12 | CNCCentene Corp. | 789,596 | $41.4M | 3.19% | |
| 13 | —Encana Corp | 7,781,129 | $39.9M | 3.08% | |
| 14 | BRBroadridge Financial Solutions | 298,837 | $38.2M | 2.94% | |
| 15 | W3UWestern Union Co. | 1,871,581 | $37.2M | 2.87% | |
| 16 | KOPKoppers Holdings Inc. | 1,247,410 | $36.6M | 2.82% | |
| 17 | MUSAMurphy USA Inc. | 422,122 | $35.5M | 2.73% | |
| 18 | HN9Hanesbrands Inc. | 1,958,763 | $33.7M | 2.60% | |
| 19 | KNKnowles Corporation | 1,703,256 | $31.2M | 2.40% | |
| 20 | WRKUSDWestRock Co | 853,593 | $31.1M | 2.40% | |
| 21 | IEXIDEX Corp. | 174,904 | $30.1M | 2.32% | |
| 22 | SF9Sanderson Farms Inc. | 210,016 | $28.7M | 2.21% | |
| 23 | HRCHill-Rom Holdings Inc. | 266,838 | $27.9M | 2.15% | |
| 24 | —Actuant Corp | 1,090,866 | $27.1M | 2.09% | |
| 25 | BDCBelden Inc | 431,450 | $25.7M | 1.98% | |
| 26 | AEGNAegion Corp. | 1,270,966 | $23.4M | 1.80% | |
| 27 | FT2First Horizon National Corp | 1,294,651 | $19.3M | 1.49% | |
| 28 | SCLStepan Co | 187,925 | $17.3M | 1.33% | |
| 29 | SEICSEI Investments Co | 159,685 | $9.0M | 0.69% | |
| 30 | WSOWatsco Inc | 54,404 | $8.9M | 0.69% | |
| 31 | DFSEURDiscover Financial Services | 40,909 | $3.2M | 0.24% | |
| 32 | TSCOTractor Supply Co. | 2,000 | $218K | 0.02% |