SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$806.7M
Holdings
27
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 637,406 | $59.3M | 7.35% | |
| 2 | DARDarling Ingredients Inc. | 920,450 | $55.0M | 6.82% | |
| 3 | BCOThe Brink's Co. | 774,800 | $47.0M | 5.83% | |
| 4 | TKRTimken Co. | 840,370 | $44.6M | 5.53% | |
| 5 | MUSAMurphy USA Inc. | 191,123 | $44.5M | 5.52% | |
| 6 | PIIPolaris Inc. | 440,567 | $43.7M | 5.42% | |
| 7 | UNVREURUnivar Solutions USA Inc. | 1,677,346 | $41.7M | 5.17% | |
| 8 | CCMPCMC Materials Inc | 231,130 | $40.3M | 5.00% | |
| 9 | MGPIMGP Ingredients Inc | 401,963 | $40.2M | 4.99% | |
| 10 | CXTCrane Holdings | 458,099 | $40.1M | 4.97% | |
| 11 | DORMDorman Products Inc | 326,713 | $35.8M | 4.44% | |
| 12 | SCLStepan Co | 353,481 | $35.8M | 4.44% | |
| 13 | AGCOAGCO Corp. | 362,415 | $35.8M | 4.43% | |
| 14 | THOThor Industries Inc. | 477,600 | $35.7M | 4.42% | |
| 15 | EPACEnerpac Tool Group | 1,704,606 | $32.4M | 4.02% | |
| 16 | NGVTIngevity Corp | 469,032 | $29.6M | 3.67% | |
| 17 | SAMThe Boston Beer Co Inc | 90,180 | $27.3M | 3.39% | |
| 18 | MBUUMalibu Boats Inc | 434,618 | $22.9M | 2.84% | |
| 19 | BDCBelden Inc | 410,384 | $21.9M | 2.71% | |
| 20 | CLHClean Harbors Inc. | 204,498 | $17.9M | 2.22% | |
| 21 | BRBroadridge Financial Solutions | 75,487 | $10.8M | 1.33% | |
| 22 | WSOWatsco Inc | 38,694 | $9.2M | 1.15% | |
| 23 | IEXIDEX Corp. | 45,730 | $8.3M | 1.03% | |
| 24 | AWIArmstrong World Industries Inc | 107,880 | $8.1M | 1.00% | |
| 25 | WRKUSDWestRock Co | 161,930 | $6.5M | 0.80% | |
| 26 | SEICSEI Investments Co | 116,516 | $6.3M | 0.78% | |
| 27 | W3UWestern Union Co. | 348,608 | $5.7M | 0.71% |