2026 Q1 Portfolio Activity
In 2026 Q1, SOUTHERNSUN ASSET MANAGEMENT, LLC maintained a portfolio of 32 distinct positions. They heavily accumulated shares in Boot Barn Holdings Inc, increasing the position by 41.0%. The fund also reduced its exposure to The Brink's Co. by 23.9%.
Position History
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Total Positions
32
Quarter
2026 Q1
Top Holding
DAR (7.0%)
Top 10 Concentration
52.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
SOUTHERNSUN ASSET MANAGEMENT, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DAR
Darling Ingredi...
|
Consumer Defensive | 6.99% | 5.70% |
#1
1
Prev: #2
|
4.8 |
—
|
-354,737 | -31.3% |
P
S
|
780,110 | $48,249,804 |
$12.38
+377.4%
|
2005 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
MUSA
Murphy USA Inc.
|
Consumer Cyclical | 6.07% | 5.20% |
#2
2
Prev: #4
|
4.4 |
—
|
-7,531 | -8.2% |
P
S
|
84,797 | $41,887,174 |
$66.82
+657.3%
|
2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 5.78% | 4.76% |
#3
4
Prev: #7
|
5.8 |
—
|
79,127 | 41.0% |
P
S
|
272,348 | $39,860,853 |
$95.26
+78.3%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
LPX
Louisiana-Pacif...
|
Industrials | 5.12% | 5.15% |
#4
1
Prev: #5
|
4.5 |
—
|
28,615 | 6.3% |
P
S
|
485,869 | $35,346,970 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EXTR
Extreme Network...
|
Technology | 5.02% | 4.58% |
#5
4
Prev: #9
|
4.5 |
—
|
327,047 | 16.6% |
P
S
|
2,297,933 | $34,652,830 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LOB
Live Oak Bancsh...
|
Financial Services | 4.95% | 4.93% |
#6
Prev: #6
|
2.5 |
—
|
4,431 | 0.4% |
P
S
|
1,033,539 | $34,179,135 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
USPH
US Physical The...
|
Healthcare | 4.78% | 5.23% |
#7
4
Prev: #3
|
2.4 |
—
|
-39,632 | -8.3% |
P
S
|
439,904 | $32,975,204 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BCO
The Brink's Co.
|
Industrials | 4.76% | 6.78% |
#8
7
Prev: #1
|
1.9 |
—
|
-99,349 | -23.9% |
P
S
|
316,643 | $32,813,714 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CXT
Crane NXT
|
Industrials | 4.61% | 4.39% |
#9
3
Prev: #12
|
3.8 |
—
|
115,598 | 17.3% |
P
S
|
783,808 | $31,814,767 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BDC
Belden Inc
|
Technology | 4.30% | 4.57% |
#10
Prev: #10
|
2.2 |
—
|
-22,599 | -8.0% |
P
S
|
258,377 | $29,669,442 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AGCO
AGCO Corp.
|
Industrials | 4.15% | 3.93% |
#11
3
Prev: #14
|
2.2 |
—
|
-22,799 | -8.4% |
P
S
|
247,276 | $28,651,870 | 1999 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSA
MSA Safety Inc
|
Industrials | 4.05% | 4.15% |
#12
1
Prev: #13
|
2.1 |
—
|
-15,147 | -8.2% |
P
S
|
170,520 | $27,956,754 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AWI
Armstrong World...
|
Industrials | 4.02% | 4.45% |
#13
2
Prev: #11
|
2.1 |
—
|
1,533 | 0.9% |
P
S
|
168,278 | $27,732,214 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DORM
Dorman Products...
|
Consumer Cyclical | 3.73% | 3.28% |
#14
2
Prev: #16
|
4.0 |
—
|
55,948 | 29.4% |
P
S
|
246,521 | $25,726,932 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EPAC
Enerpac Tool Gr...
|
Industrials | 3.51% | 3.21% |
#15
2
Prev: #17
|
3.4 |
—
|
64,192 | 10.7% |
P
S
|
664,874 | $24,247,955 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 3.46% | 4.63% |
#16
8
Prev: #8
|
1.4 |
—
|
-138,122 | -55.6% |
P
S
|
110,286 | $23,900,079 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CSWI
CSW Industrials
|
Unknown | 3.34% | 2.73% |
#17
1
Prev: #18
|
3.8 |
—
|
21,588 | 32.3% |
P
S
|
88,336 | $23,018,595 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCL
Stepan Co
|
Basic Materials | 2.74% | 2.70% |
#18
1
Prev: #19
|
1.6 |
—
|
-28,968 | -7.1% |
P
S
|
378,799 | $18,932,374 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NGVT
Ingevity Corp
|
Basic Materials | 2.59% | 2.26% |
#19
1
Prev: #20
|
1.5 |
—
|
-21,954 | -8.0% |
P
S
|
251,051 | $17,882,363 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SAM
The Boston Beer...
|
Consumer Defensive | 2.50% | 2.06% |
#20
1
Prev: #21
|
1.5 |
—
|
-708 | -0.9% |
P
S
|
74,816 | $17,237,606 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AEIS
Advanced Energy...
|
Industrials | 2.20% | 3.61% |
#21
6
Prev: #15
|
0.9 |
—
|
-76,342 | -61.8% |
P
S
|
47,108 | $15,202,223 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KAI
Kadant Inc
|
Industrials | 1.82% | 1.79% |
#22
1
Prev: #23
|
1.2 |
—
|
-2,015 | -4.5% |
P
S
|
43,018 | $12,576,312 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
THO
Thor Industries...
|
Consumer Cyclical | 1.52% | 2.04% |
#23
1
Prev: #22
|
1.1 |
—
|
-11,367 | -8.0% |
P
S
|
131,107 | $10,474,138 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
APG
APi Group
|
Industrials | 1.50% | 1.35% |
#24
1
Prev: #25
|
1.1 |
—
|
2,527 | 1.0% |
P
S
|
255,298 | $10,344,675 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GNRC
Generac Holding...
|
Industrials | 1.38% | 1.06% |
#25
2
Prev: #27
|
1.1 |
—
|
-6,974 | -12.5% |
P
S
|
48,743 | $9,520,970 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BR
Broadridge Fina...
|
Technology | 1.07% | 1.40% |
#26
2
Prev: #24
|
0.9 |
—
|
454 | 1.0% |
P
S
|
45,254 | $7,352,870 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WSO
Watsco Inc
|
Industrials | 0.98% | 0.87% |
#27
1
Prev: #28
|
0.9 |
—
|
188 | 1.0% |
P
S
|
18,646 | $6,783,228 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VMI
Valmont Industr...
|
Industrials | 0.96% | 1.14% |
#28
2
Prev: #26
|
0.9 |
—
|
-3,631 | -18.0% |
P
S
|
16,597 | $6,631,663 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SEIC
SEI Investments...
|
Financial Services | 0.77% | 0.76% |
#29
Prev: #29
|
0.8 |
—
|
913 | 1.4% |
P
S
|
67,403 | $5,289,113 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
OSK
Oshkosh Corp
|
Industrials | 0.66% | 0.35% |
#30
1
Prev: #31
|
3.3 |
—
|
10,824 | 53.7% |
P
S
|
30,980 | $4,560,566 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FND
Floor & Decor H...
|
Consumer Cyclical | 0.64% | 0.64% |
#31
1
Prev: #30
|
2.3 |
—
|
11,857 | 15.7% |
P
S
|
87,374 | $4,438,599 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWM
Russell 2000 In...
|
ETF | 0.00% | 0.30% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-8,800 | -100.0% |
CLOSED
|
— | $— | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-32 of 32 holdings