SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$913.4M
Holdings
34
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 962,324 | $65.0M | 7.11% | |
| 2 | BCOThe Brink's Co. | 788,212 | $60.6M | 6.63% | |
| 3 | PIIPolaris Inc. | 381,800 | $52.3M | 5.72% | |
| 4 | THOThor Industries Inc. | 459,748 | $52.0M | 5.69% | |
| 5 | DYDycom Industries Inc | 687,044 | $51.2M | 5.61% | |
| 6 | TKRTimken Co. | 631,373 | $50.9M | 5.57% | |
| 7 | CR1USDCrane Co | 509,301 | $47.0M | 5.15% | |
| 8 | SF9Sanderson Farms Inc. | 200,315 | $37.7M | 4.12% | |
| 9 | MUSAMurphy USA Inc. | 249,635 | $33.3M | 3.65% | |
| 10 | SERVUSDTerminix Global Holdings Inc. | 692,539 | $33.0M | 3.62% | |
| 11 | MGPIMGP Ingredients Inc | 442,591 | $29.9M | 3.28% | |
| 12 | CLHClean Harbors Inc. | 315,570 | $29.4M | 3.22% | |
| 13 | CCMPCMC Materials Inc | 189,975 | $28.6M | 3.14% | |
| 14 | SCLStepan Co | 237,257 | $28.5M | 3.12% | |
| 15 | AGCOAGCO Corp. | 218,229 | $28.5M | 3.12% | |
| 16 | NGVTIngevity Corp | 343,661 | $28.0M | 3.06% | |
| 17 | DORMDorman Products Inc | 264,604 | $27.4M | 3.00% | |
| 18 | BDCBelden Inc | 499,850 | $25.3M | 2.77% | |
| 19 | EPACEnerpac Tool Group | 900,245 | $24.0M | 2.62% | |
| 20 | HRCHill-Rom Holdings Inc. | 202,899 | $23.0M | 2.52% | |
| 21 | MBUUMalibu Boats Inc | 288,562 | $21.2M | 2.32% | |
| 22 | KOPKoppers Holdings Inc. | 585,797 | $19.0M | 2.07% | |
| 23 | FTDRFrontdoor Inc | 333,340 | $16.6M | 1.82% | |
| 24 | AWIArmstrong World Industries Inc | 130,595 | $14.0M | 1.53% | |
| 25 | UNVREURUnivar Solutions USA Inc. | 530,952 | $12.9M | 1.42% | |
| 26 | BRBroadridge Financial Solutions | 79,506 | $12.8M | 1.41% | |
| 27 | WSOWatsco Inc | 40,098 | $11.5M | 1.26% | |
| 28 | W3UWestern Union Co. | 457,708 | $10.5M | 1.15% | |
| 29 | MOHMolina Healthcare Inc | 37,863 | $9.6M | 1.05% | |
| 30 | FT2First Horizon Corporation | 481,807 | $8.3M | 0.91% | |
| 31 | SEICSEI Investments Co | 122,799 | $7.6M | 0.83% | |
| 32 | WRKUSDWestRock Co | 138,796 | $7.4M | 0.81% | |
| 33 | IEXIDEX Corp. | 27,627 | $6.1M | 0.67% | |
| 34 | TSCOTractor Supply Co. | 2,000 | $372K | 0.04% |