SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$716.4M
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BCOThe Brink's Co. | 415,992 | $48.6M | 6.78% | |
| 2 | DARDarling Ingredients Inc. | 1,134,847 | $40.9M | 5.70% | |
| 3 | USPHUS Physical Therapy Inc | 479,536 | $37.4M | 5.23% | |
| 4 | MUSAMurphy USA Inc. | 92,328 | $37.3M | 5.20% | |
| 5 | LPXLouisiana-Pacific Corp | 457,254 | $36.9M | 5.15% | |
| 6 | LOBLive Oak Bancshares Inc | 1,029,108 | $35.3M | 4.93% | |
| 7 | BOOTBoot Barn Holdings Inc | 193,221 | $34.1M | 4.76% | |
| 8 | MODModine Manufacturing Co | 248,408 | $33.2M | 4.63% | |
| 9 | EXTRExtreme Networks | 1,970,886 | $32.8M | 4.58% | |
| 10 | BDCBelden Inc | 280,976 | $32.7M | 4.57% | |
| 11 | AWIArmstrong World Industries Inc | 166,745 | $31.9M | 4.45% | |
| 12 | CXTCrane NXT | 668,210 | $31.5M | 4.39% | |
| 13 | MSAMSA Safety Inc | 185,667 | $29.7M | 4.15% | |
| 14 | AGCOAGCO Corp. | 270,075 | $28.2M | 3.93% | |
| 15 | AEISAdvanced Energy Industries Inc | 123,450 | $25.8M | 3.61% | |
| 16 | DORMDorman Products Inc | 190,573 | $23.5M | 3.28% | |
| 17 | EPACEnerpac Tool Group | 600,682 | $23.0M | 3.21% | |
| 18 | CSWCSW Industrials | 66,748 | $19.6M | 2.73% | |
| 19 | SCLStepan Co | 407,767 | $19.3M | 2.70% | |
| 20 | NGVTIngevity Corp | 273,005 | $16.2M | 2.26% | |
| 21 | SAMThe Boston Beer Co Inc | 75,524 | $14.7M | 2.06% | |
| 22 | THOThor Industries Inc. | 142,474 | $14.6M | 2.04% | |
| 23 | KAIKadant Inc | 45,033 | $12.8M | 1.79% | |
| 24 | BRBroadridge Financial Solutions | 44,800 | $10.0M | 1.40% | |
| 25 | APGAPi Group | 252,771 | $9.7M | 1.35% | |
| 26 | VMIValmont Industries Inc | 20,228 | $8.1M | 1.14% | |
| 27 | GNRCGenerac Holdings Inc | 55,717 | $7.6M | 1.06% | |
| 28 | WSOWatsco Inc | 18,458 | $6.2M | 0.87% | |
| 29 | SEICSEI Investments Co | 66,490 | $5.5M | 0.76% | |
| 30 | FNDFloor & Decor Holdings | 75,517 | $4.6M | 0.64% | |
| 31 | OSKOshkosh Corp | 20,156 | $2.5M | 0.35% | |
| 32 | IWMRussell 2000 Index Fund | 8,800 | $2.2M | 0.30% |