SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.1B
Holdings
32
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 3,034,269 | $85.2M | 7.76% | |
| 2 | DYDycom Industries Inc | 1,534,528 | $72.4M | 6.59% | |
| 3 | TKRTimken Co. | 1,246,014 | $70.2M | 6.39% | |
| 4 | BCOBrink's Co. | 772,935 | $70.1M | 6.39% | |
| 5 | STAYUSDExtended Stay America, Inc. | 4,054,164 | $60.2M | 5.49% | |
| 6 | CLHClean Harbors Inc. | 611,567 | $52.4M | 4.78% | |
| 7 | AGCOAGCO Corp. | 655,408 | $50.6M | 4.61% | |
| 8 | CR1USDCrane Co | 585,249 | $50.6M | 4.61% | |
| 9 | THOThor Industries Inc. | 649,842 | $48.3M | 4.40% | |
| 10 | TRNTrinity Industries Inc. | 2,035,852 | $45.1M | 4.11% | |
| 11 | PIIPolaris Inc. | 415,286 | $42.2M | 3.85% | |
| 12 | KOPKoppers Holdings Inc. | 950,424 | $36.3M | 3.31% | |
| 13 | CNCCentene Corp. | 574,458 | $36.1M | 3.29% | |
| 14 | —Encana Corp | 6,103,008 | $28.6M | 2.61% | |
| 15 | BRBroadridge Financial Solutions | 230,315 | $28.5M | 2.59% | |
| 16 | HRCHill-Rom Holdings Inc. | 247,958 | $28.2M | 2.56% | |
| 17 | MUSAMurphy USA Inc. | 227,401 | $26.6M | 2.42% | |
| 18 | WRKUSDWestRock Co | 618,757 | $26.6M | 2.42% | |
| 19 | BDCBelden Inc | 478,231 | $26.3M | 2.40% | |
| 20 | W3UWestern Union Co. | 937,188 | $25.1M | 2.29% | |
| 21 | SF9Sanderson Farms Inc. | 142,150 | $25.1M | 2.28% | |
| 22 | HN9Hanesbrands Inc. | 1,590,457 | $23.6M | 2.15% | |
| 23 | —Enerpac Tool Group | 889,112 | $23.1M | 2.11% | |
| 24 | AEGNAegion Corp. | 948,242 | $21.2M | 1.93% | |
| 25 | KNKnowles Corporation | 939,391 | $19.9M | 1.81% | |
| 26 | IEXIDEX Corp. | 113,082 | $19.4M | 1.77% | |
| 27 | SCLStepan Co | 177,952 | $18.2M | 1.66% | |
| 28 | FT2First Horizon National Corp | 980,643 | $16.2M | 1.48% | |
| 29 | SEICSEI Investments Co | 155,709 | $10.2M | 0.93% | |
| 30 | WSOWatsco Inc | 48,977 | $8.8M | 0.80% | |
| 31 | MDYS&P Midcap 400 Dep Rec Spdrs | 3,236 | $1.2M | 0.11% | |
| 32 | IWMRussell 2000 Index Fund | 6,649 | $1.1M | 0.10% |