SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$1.2B
Holdings
30
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 1,649,560 | $84.2M | 6.99% | |
| 2 | DARDarling Ingredients Inc. | 4,151,021 | $79.4M | 6.59% | |
| 3 | BCOBrink's Co. | 906,481 | $75.2M | 6.24% | |
| 4 | TKRTimken Co. | 1,688,355 | $73.5M | 6.10% | |
| 5 | CLHClean Harbors Inc. | 851,330 | $65.7M | 5.46% | |
| 6 | STAYUSDExtended Stay America, Inc. | 4,478,383 | $65.6M | 5.44% | |
| 7 | AGCOAGCO Corp. | 780,652 | $59.1M | 4.91% | |
| 8 | THOThor Industries Inc. | 945,028 | $53.5M | 4.44% | |
| 9 | CR1USDCrane Co | 650,397 | $52.4M | 4.35% | |
| 10 | TRNTrinity Industries Inc. | 2,555,169 | $50.3M | 4.17% | |
| 11 | PIIPolaris Inc. | 529,898 | $46.6M | 3.87% | |
| 12 | CNCCentene Corp. | 819,723 | $35.5M | 2.94% | |
| 13 | BRBroadridge Financial Solutions, Inc. | 280,159 | $34.9M | 2.89% | |
| 14 | —Encana Corp | 7,373,377 | $33.9M | 2.82% | |
| 15 | HN9Hanesbrands Inc. | 2,192,409 | $33.6M | 2.79% | |
| 16 | KOPKoppers Holdings Inc. | 1,122,242 | $32.8M | 2.72% | |
| 17 | WRKUSDWestRock Co | 861,386 | $31.4M | 2.61% | |
| 18 | W3UWestern Union Co. | 1,317,834 | $30.5M | 2.53% | |
| 19 | MUSAMurphy USA Inc. | 351,698 | $30.0M | 2.49% | |
| 20 | HRCHill-Rom Holdings Inc. | 262,743 | $27.6M | 2.30% | |
| 21 | BDCBelden Inc | 505,647 | $27.0M | 2.24% | |
| 22 | KNKnowles Corporation | 1,280,620 | $26.0M | 2.16% | |
| 23 | SF9Sanderson Farms Inc. | 172,050 | $26.0M | 2.16% | |
| 24 | IEXIDEX Corp. | 157,513 | $25.8M | 2.14% | |
| 25 | FT2First Horizon National Corp | 1,353,005 | $21.9M | 1.82% | |
| 26 | AEGNAegion Corp. | 1,005,233 | $21.5M | 1.78% | |
| 27 | —Enerpac Tool Group | 976,167 | $21.4M | 1.78% | |
| 28 | SCLStepan Co | 185,421 | $18.0M | 1.49% | |
| 29 | SEICSEI Investments Co | 189,449 | $11.2M | 0.93% | |
| 30 | WSOWatsco Inc | 58,653 | $9.9M | 0.82% |