SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$853.5B
Holdings
27
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNDFloor & Decor Holdings | 8,687 | $786.2M | 0.09% | |
| 2 | DARDarling Ingredients Inc. | 1,099,309 | $57K | 0.00% | |
| 3 | DYDycom Industries Inc | 599,842 | $53K | 0.00% | |
| 4 | MUSAMurphy USA Inc. | 145,253 | $49K | 0.00% | |
| 5 | SAMThe Boston Beer Co Inc | 118,088 | $45K | 0.00% | |
| 6 | MGPIMGP Ingredients Inc | 432,257 | $45K | 0.00% | |
| 7 | BDCBelden Inc | 463,500 | $44K | 0.00% | |
| 8 | EPACEnerpac Tool Group | 1,659,733 | $43K | 0.00% | |
| 9 | AGCOAGCO Corp. | 363,472 | $42K | 0.00% | |
| 10 | USPHUS Physical Therapy Inc | 452,456 | $41K | 0.00% | |
| 11 | BCOThe Brink's Co. | 556,687 | $40K | 0.00% | |
| 12 | TKRTimken Co. | 542,546 | $39K | 0.00% | |
| 13 | NGVTIngevity Corp | 802,464 | $38K | 0.00% | |
| 14 | BOOTBoot Barn Holdings Inc | 473,991 | $38K | 0.00% | |
| 15 | PIIPolaris Inc. | 356,360 | $37K | 0.00% | |
| 16 | AWIArmstrong World Industries Inc | 500,307 | $36K | 0.00% | |
| 17 | THOThor Industries Inc. | 315,802 | $30K | 0.00% | |
| 18 | LOBLive Oak Bancshares Inc | 1,044,614 | $30K | 0.00% | |
| 19 | DORMDorman Products Inc | 374,847 | $28K | 0.00% | |
| 20 | LPXLouisiana-Pacific Corp | 503,766 | $27K | 0.00% | |
| 21 | SCLStepan Co | 337,559 | $25K | 0.00% | |
| 22 | MBUUMalibu Boats Inc | 478,296 | $23K | 0.00% | |
| 23 | WSOWatsco Inc | 25,199 | $9K | 0.00% | |
| 24 | BRBroadridge Financial Solutions | 55,080 | $9K | 0.00% | |
| 25 | SEICSEI Investments Co | 77,547 | $4K | 0.00% | |
| 26 | IEXIDEX Corp. | 19,301 | $4K | 0.00% | |
| 27 | TREXTrex Co | 67,033 | $4K | 0.00% |