SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$872.1M
Holdings
39
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BCOThe Brink's Co. | 878,991 | $63.3M | 7.26% | |
| 2 | DARDarling Ingredients Inc. | 1,048,813 | $60.5M | 6.94% | |
| 3 | STAYUSDExtended Stay America, Inc. | 3,408,348 | $50.5M | 5.79% | |
| 4 | CR1USDCrane Co | 645,521 | $50.1M | 5.75% | |
| 5 | DYDycom Industries Inc | 663,165 | $50.1M | 5.74% | |
| 6 | AGCOAGCO Corp. | 450,166 | $46.4M | 5.32% | |
| 7 | TKRTimken Co. | 584,158 | $45.2M | 5.18% | |
| 8 | PIIPolaris Inc. | 438,639 | $41.8M | 4.79% | |
| 9 | THOThor Industries Inc. | 424,086 | $39.4M | 4.52% | |
| 10 | CLHClean Harbors Inc. | 502,805 | $38.3M | 4.39% | |
| 11 | SERVUSDTerminix Global Holdings Inc. | 636,470 | $32.5M | 3.72% | |
| 12 | MUSAMurphy USA Inc. | 234,871 | $30.7M | 3.52% | |
| 13 | SF9Sanderson Farms Inc. | 219,633 | $29.0M | 3.33% | |
| 14 | NGVTIngevity Corp | 359,920 | $27.3M | 3.13% | |
| 15 | SCLStepan Co | 198,516 | $23.7M | 2.72% | |
| 16 | BDCBelden Inc | 551,010 | $23.1M | 2.65% | |
| 17 | HRCHill-Rom Holdings Inc. | 203,114 | $19.9M | 2.28% | |
| 18 | EPACEnerpac Tool Group | 776,321 | $17.6M | 2.01% | |
| 19 | KOPKoppers Holdings Inc. | 556,509 | $17.3M | 1.99% | |
| 20 | BRBroadridge Financial Solutions | 112,717 | $17.3M | 1.98% | |
| 21 | FTDRFrontdoor Inc | 343,197 | $17.2M | 1.98% | |
| 22 | DORMDorman Products Inc | 180,349 | $15.7M | 1.80% | |
| 23 | MGPIMGP Ingredients Inc | 269,993 | $12.7M | 1.46% | |
| 24 | AEGNAegion Corp. | 641,969 | $12.2M | 1.40% | |
| 25 | MOHMolina Healthcare Inc | 44,067 | $9.4M | 1.07% | |
| 26 | AWIArmstrong World Industries Inc | 122,048 | $9.1M | 1.04% | |
| 27 | CNCCentene Corp. | 140,436 | $8.4M | 0.97% | |
| 28 | WSOWatsco Inc | 35,315 | $8.0M | 0.92% | |
| 29 | HN9Hanesbrands Inc. | 514,104 | $7.5M | 0.86% | |
| 30 | FT2First Horizon Corporation | 579,457 | $7.4M | 0.85% | |
| 31 | WRKUSDWestRock Co | 154,222 | $6.7M | 0.77% | |
| 32 | SEICSEI Investments Co | 114,063 | $6.6M | 0.75% | |
| 33 | IEXIDEX Corp. | 32,394 | $6.5M | 0.74% | |
| 34 | UNVREURUnivar Solutions USA Inc. | 335,939 | $6.4M | 0.73% | |
| 35 | W3UWestern Union Co. | 288,697 | $6.3M | 0.73% | |
| 36 | KNKnowles Corporation | 323,735 | $6.0M | 0.68% | |
| 37 | —NIC Inc | 61,978 | $1.6M | 0.18% | |
| 38 | IWMRussell 2000 Index Fund | 1,784 | $350K | 0.04% | |
| 39 | TSCOTractor Supply Co. | 2,000 | $281K | 0.03% |