SOUTHERNSUN ASSET MANAGEMENT, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$771.8B
Holdings
31
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BCOThe Brink's Co. | 479,199 | $56.0B | 7.26% | |
| 2 | USPHUS Physical Therapy Inc | 505,222 | $42.9B | 5.56% | |
| 3 | MODModine Manufacturing Co | 275,633 | $39.2B | 5.08% | |
| 4 | LPXLouisiana-Pacific Corp | 428,042 | $38.0B | 4.93% | |
| 5 | MUSAMurphy USA Inc. | 95,949 | $37.3B | 4.83% | |
| 6 | CXTCrane NXT | 552,183 | $37.0B | 4.80% | |
| 7 | DARDarling Ingredients Inc. | 1,189,850 | $36.7B | 4.76% | |
| 8 | BOOTBoot Barn Holdings Inc | 216,337 | $35.9B | 4.65% | |
| 9 | BDCBelden Inc | 292,409 | $35.2B | 4.56% | |
| 10 | AWIArmstrong World Industries Inc | 174,717 | $34.2B | 4.44% | |
| 11 | LOBLive Oak Bancshares Inc | 894,310 | $31.5B | 4.08% | |
| 12 | DORMDorman Products Inc | 200,359 | $31.2B | 4.05% | |
| 13 | MSAMSA Safety Inc | 170,013 | $29.3B | 3.79% | |
| 14 | AEISAdvanced Energy Industries Inc | 171,630 | $29.2B | 3.78% | |
| 15 | TKRTimken Co. | 370,037 | $27.8B | 3.60% | |
| 16 | EXTRExtreme Networks | 1,341,400 | $27.7B | 3.59% | |
| 17 | AGCOAGCO Corp. | 255,893 | $27.4B | 3.55% | |
| 18 | EPACEnerpac Tool Group | 632,023 | $25.9B | 3.36% | |
| 19 | NGVTIngevity Corp | 433,706 | $23.9B | 3.10% | |
| 20 | SCLStepan Co | 446,656 | $21.3B | 2.76% | |
| 21 | SAMThe Boston Beer Co Inc | 90,168 | $19.1B | 2.47% | |
| 22 | THOThor Industries Inc. | 151,020 | $15.7B | 2.03% | |
| 23 | DYDycom Industries Inc | 41,027 | $12.0B | 1.55% | |
| 24 | BRBroadridge Financial Solutions | 44,798 | $10.7B | 1.38% | |
| 25 | APGAPi Group | 284,682 | $9.8B | 1.27% | |
| 26 | VMIValmont Industries Inc | 22,770 | $8.8B | 1.14% | |
| 27 | GNRCGenerac Holdings Inc | 49,187 | $8.2B | 1.07% | |
| 28 | WSOWatsco Inc | 16,256 | $6.6B | 0.85% | |
| 29 | SEICSEI Investments Co | 66,497 | $5.6B | 0.73% | |
| 30 | FNDFloor & Decor Holdings | 66,383 | $4.9B | 0.63% | |
| 31 | TREXTrex Co | 53,987 | $2.8B | 0.36% |