SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$877.6B
Holdings
29
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 1,025,184 | $64K | 0.00% | |
| 2 | DYDycom Industries Inc | 581,280 | $54K | 0.00% | |
| 3 | TKRTimken Co. | 752,389 | $53K | 0.00% | |
| 4 | CXTCrane Holdings | 460,828 | $46K | 0.00% | |
| 5 | UNVREURUnivar Solutions USA Inc. | 1,468,670 | $46K | 0.00% | |
| 6 | MUSAMurphy USA Inc. | 163,347 | $45K | 0.00% | |
| 7 | NGVTIngevity Corp | 625,951 | $44K | 0.00% | |
| 8 | SCLStepan Co | 395,321 | $42K | 0.00% | |
| 9 | EPACEnerpac Tool Group | 1,643,881 | $41K | 0.00% | |
| 10 | SAMThe Boston Beer Co Inc | 126,253 | $41K | 0.00% | |
| 11 | PIIPolaris Inc. | 410,730 | $41K | 0.00% | |
| 12 | AGCOAGCO Corp. | 290,996 | $40K | 0.00% | |
| 13 | BCOThe Brink's Co. | 703,394 | $37K | 0.00% | |
| 14 | MGPIMGP Ingredients Inc | 342,530 | $36K | 0.00% | |
| 15 | DORMDorman Products Inc | 410,468 | $33K | 0.00% | |
| 16 | BDCBelden Inc | 453,850 | $32K | 0.00% | |
| 17 | THOThor Industries Inc. | 428,500 | $32K | 0.00% | |
| 18 | AWIArmstrong World Industries Inc | 458,648 | $31K | 0.00% | |
| 19 | USPHUS Physical Therapy Inc | 285,192 | $23K | 0.00% | |
| 20 | MBUUMalibu Boats Inc | 432,213 | $23K | 0.00% | |
| 21 | CLHClean Harbors Inc. | 127,857 | $14K | 0.00% | |
| 22 | LOBLive Oak Bancshares Inc | 373,982 | $11K | 0.00% | |
| 23 | BRBroadridge Financial Solutions | 61,010 | $8K | 0.00% | |
| 24 | WSOWatsco Inc | 28,117 | $7K | 0.00% | |
| 25 | WRKUSDWestRock Co | 192,509 | $6K | 0.00% | |
| 26 | SEICSEI Investments Co | 87,707 | $5K | 0.00% | |
| 27 | TREXTrex Co | 128,156 | $5K | 0.00% | |
| 28 | IEXIDEX Corp. | 18,018 | $4K | 0.00% | |
| 29 | BOOTBoot Barn Holdings Inc | 52,161 | $3K | 0.00% |