SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$947.9B
Holdings
26
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 1,126,999 | $71.9B | 7.58% | |
| 2 | DYDycom Industries Inc | 613,609 | $69.7B | 7.36% | |
| 3 | MUSAMurphy USA Inc. | 187,295 | $58.3B | 6.15% | |
| 4 | USPHUS Physical Therapy Inc | 461,491 | $56.0B | 5.91% | |
| 5 | TKRTimken Co. | 541,793 | $49.6B | 5.23% | |
| 6 | PIIPolaris Inc. | 403,097 | $48.7B | 5.14% | |
| 7 | NGVTIngevity Corp | 827,295 | $48.1B | 5.08% | |
| 8 | BCOThe Brink's Co. | 688,531 | $46.7B | 4.93% | |
| 9 | AGCOAGCO Corp. | 332,109 | $43.6B | 4.60% | |
| 10 | EPACEnerpac Tool Group | 1,609,955 | $43.5B | 4.59% | |
| 11 | MGPIMGP Ingredients Inc | 406,163 | $43.2B | 4.55% | |
| 12 | SAMThe Boston Beer Co Inc | 133,099 | $41.1B | 4.33% | |
| 13 | BOOTBoot Barn Holdings Inc | 484,626 | $41.0B | 4.33% | |
| 14 | AWIArmstrong World Industries Inc | 518,515 | $38.1B | 4.02% | |
| 15 | THOThor Industries Inc. | 349,335 | $36.2B | 3.81% | |
| 16 | BDCBelden Inc | 374,181 | $35.8B | 3.78% | |
| 17 | SCLStepan Co | 369,737 | $35.3B | 3.73% | |
| 18 | DORMDorman Products Inc | 406,327 | $32.0B | 3.38% | |
| 19 | LOBLive Oak Bancshares Inc | 1,097,071 | $28.9B | 3.05% | |
| 20 | MBUUMalibu Boats Inc | 456,880 | $26.8B | 2.83% | |
| 21 | LPXLouisiana-Pacific Corp | 241,164 | $18.1B | 1.91% | |
| 22 | WSOWatsco Inc | 25,640 | $9.8B | 1.03% | |
| 23 | BRBroadridge Financial Solutions | 56,040 | $9.3B | 0.98% | |
| 24 | TREXTrex Co | 109,777 | $7.2B | 0.76% | |
| 25 | SEICSEI Investments Co | 80,173 | $4.8B | 0.50% | |
| 26 | IEXIDEX Corp. | 19,645 | $4.2B | 0.45% |