SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$946.6M
Holdings
33
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 958,619 | $68.9M | 7.28% | |
| 2 | THOThor Industries Inc. | 505,132 | $62.0M | 6.55% | |
| 3 | DYDycom Industries Inc | 758,123 | $54.0M | 5.71% | |
| 4 | BCOThe Brink's Co. | 832,979 | $52.7M | 5.57% | |
| 5 | CR1USDCrane Co | 487,316 | $46.2M | 4.88% | |
| 6 | PIIPolaris Inc. | 376,826 | $45.1M | 4.76% | |
| 7 | TKRTimken Co. | 670,164 | $43.8M | 4.63% | |
| 8 | MUSAMurphy USA Inc. | 255,035 | $42.7M | 4.51% | |
| 9 | UNVREURUnivar Solutions USA Inc. | 1,735,334 | $41.3M | 4.37% | |
| 10 | MGPIMGP Ingredients Inc | 567,131 | $36.9M | 3.90% | |
| 11 | AGCOAGCO Corp. | 293,338 | $35.9M | 3.80% | |
| 12 | SERVUSDTerminix Global Holdings Inc. | 832,910 | $34.7M | 3.67% | |
| 13 | SCLStepan Co | 292,824 | $33.1M | 3.49% | |
| 14 | DORMDorman Products Inc | 339,326 | $32.1M | 3.39% | |
| 15 | CCMPCMC Materials Inc | 259,949 | $32.0M | 3.38% | |
| 16 | SF9Sanderson Farms Inc. | 157,028 | $29.6M | 3.12% | |
| 17 | MBUUMalibu Boats Inc | 398,848 | $27.9M | 2.95% | |
| 18 | CLHClean Harbors Inc. | 266,373 | $27.7M | 2.92% | |
| 19 | BDCBelden Inc | 459,697 | $26.8M | 2.83% | |
| 20 | NGVTIngevity Corp | 368,532 | $26.3M | 2.78% | |
| 21 | HRCHill-Rom Holdings Inc. | 158,541 | $23.8M | 2.51% | |
| 22 | EPACEnerpac Tool Group | 984,362 | $20.4M | 2.16% | |
| 23 | KOPKoppers Holdings Inc. | 628,783 | $19.7M | 2.08% | |
| 24 | BRBroadridge Financial Solutions | 79,535 | $13.3M | 1.40% | |
| 25 | AWIArmstrong World Industries Inc | 128,433 | $12.3M | 1.30% | |
| 26 | WSOWatsco Inc | 40,111 | $10.6M | 1.12% | |
| 27 | W3UWestern Union Co. | 498,859 | $10.1M | 1.07% | |
| 28 | WRKUSDWestRock Co | 183,532 | $9.1M | 0.97% | |
| 29 | FT2First Horizon Corporation | 536,336 | $8.7M | 0.92% | |
| 30 | SEICSEI Investments Co | 122,852 | $7.3M | 0.77% | |
| 31 | IEXIDEX Corp. | 27,635 | $5.7M | 0.60% | |
| 32 | MOHMolina Healthcare Inc | 20,201 | $5.5M | 0.58% | |
| 33 | TSCOTractor Supply Co. | 2,000 | $405K | 0.04% |