SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$843.7B

Holdings

29

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
BCOThe Brink's Co.
517,932$59K0.00%
2
DARDarling Ingredients Inc.
1,487,458$55K0.00%
3
BDCBelden Inc
474,294$55K0.00%
4
MGPIMGP Ingredients Inc
658,317$54K0.00%
5
LPXLouisiana-Pacific Corp
478,906$51K0.00%
6
USPHUS Physical Therapy Inc
547,111$46K0.00%
7
DYDycom Industries Inc
236,552$46K0.00%
8
BOOTBoot Barn Holdings Inc
262,250$43K0.00%
9
TKRTimken Co.
499,166$42K0.00%
10
EPACEnerpac Tool Group
958,386$40K0.00%
11
AGCOAGCO Corp.
386,444$37K0.00%
12
SAMThe Boston Beer Co Inc
120,108$34K0.00%
13
LOBLive Oak Bancshares Inc
722,527$34K0.00%
14
DORMDorman Products Inc
301,012$34K0.00%
15
MUSAMurphy USA Inc.
67,774$33K0.00%
16
AWIArmstrong World Industries Inc
247,543$32K0.00%
17
NGVTIngevity Corp
673,319$26K0.00%
18
SCLStepan Co
309,447$23K0.00%
19
PIIPolaris Inc.
231,969$19K0.00%
20
THOThor Industries Inc.
165,953$18K0.00%
21
BRBroadridge Financial Solutions
48,177$10K0.00%
22
WSOWatsco Inc
16,489$8K0.00%
23
VMIValmont Industries Inc
20,946$6K0.00%
24
GNRCGenerac Holdings Inc
41,267$6K0.00%
25
APGAPi Group
165,978$5K0.00%
26
SEICSEI Investments Co
65,581$4K0.00%
27
FNDFloor & Decor Holdings
37,566$4K0.00%
28
AEISAdvanced Energy Industries Inc
33,971$3K0.00%
29
TREXTrex Co
57,343$3K0.00%