SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$810.0M
Holdings
28
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 940,575 | $62.2M | 7.68% | |
| 2 | DYDycom Industries Inc | 587,112 | $56.1M | 6.92% | |
| 3 | TKRTimken Co. | 851,011 | $50.2M | 6.20% | |
| 4 | MUSAMurphy USA Inc. | 177,983 | $48.9M | 6.04% | |
| 5 | CXTCrane Holdings | 491,030 | $43.0M | 5.31% | |
| 6 | UNVREURUnivar Solutions USA Inc. | 1,883,305 | $42.8M | 5.29% | |
| 7 | PIIPolaris Inc. | 436,865 | $41.8M | 5.16% | |
| 8 | SAMThe Boston Beer Co Inc | 119,417 | $38.6M | 4.77% | |
| 9 | SCLStepan Co | 397,712 | $37.3M | 4.60% | |
| 10 | NGVTIngevity Corp | 611,144 | $37.1M | 4.57% | |
| 11 | MGPIMGP Ingredients Inc | 348,508 | $37.0M | 4.57% | |
| 12 | BCOThe Brink's Co. | 760,780 | $36.9M | 4.55% | |
| 13 | AGCOAGCO Corp. | 376,532 | $36.2M | 4.47% | |
| 14 | EPACEnerpac Tool Group | 1,853,760 | $33.1M | 4.08% | |
| 15 | THOThor Industries Inc. | 467,083 | $32.7M | 4.04% | |
| 16 | DORMDorman Products Inc | 365,639 | $30.0M | 3.71% | |
| 17 | BDCBelden Inc | 449,900 | $27.0M | 3.33% | |
| 18 | MBUUMalibu Boats Inc | 427,292 | $20.5M | 2.53% | |
| 19 | CLHClean Harbors Inc. | 170,620 | $18.8M | 2.32% | |
| 20 | AWIArmstrong World Industries Inc | 192,217 | $15.2M | 1.88% | |
| 21 | USPHUS Physical Therapy Inc | 177,022 | $13.5M | 1.66% | |
| 22 | BRBroadridge Financial Solutions | 75,237 | $10.9M | 1.34% | |
| 23 | WSOWatsco Inc | 39,964 | $10.3M | 1.27% | |
| 24 | IEXIDEX Corp. | 38,080 | $7.6M | 0.94% | |
| 25 | WRKUSDWestRock Co | 225,146 | $7.0M | 0.86% | |
| 26 | SEICSEI Investments Co | 120,085 | $5.9M | 0.73% | |
| 27 | TREXTrex Co | 110,908 | $4.9M | 0.60% | |
| 28 | W3UWestern Union Co. | 346,494 | $4.7M | 0.58% |