SOUTHERNSUN ASSET MANAGEMENT, LLC — 13F Holdings

2026 Q2  ·  31 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, SOUTHERNSUN ASSET MANAGEMENT, LLC maintained a portfolio of 31 distinct positions. They heavily accumulated shares in Dorman Products Inc, increasing the position by 6.8%. Conversely, SOUTHERNSUN ASSET MANAGEMENT, LLC completely exited their position in Belden Inc.
Position History hover any row below to update
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SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN RIA AUM $743M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
31
Quarter
2026 Q2
Top Holding
EXTR (7.3%)
Top 10 Concentration
56.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
EXTR
Extreme Network...
Technology 7.34% 5.02% #1 4
Prev: #5
4.9
—
-612,483 -26.7%
P
S
1,685,450 $54,558,016 2025 Q1 13F Filing 2026-06-30 2026-08-14
LPX
Louisiana-Pacif...
Industrials 6.12% 5.12% #2 2
Prev: #4
5.9
—
91,829 18.9%
P
S
577,698 $45,441,725 2023 Q1 13F Filing 2026-06-30 2026-08-14
BOOT
Boot Barn Holdi...
Consumer Cyclical 5.94% 5.78% #3
Prev: #3
3.9
—
-3,749 -1.4%
P
S
268,599 $44,122,758 2022 Q4 13F Filing 2026-06-30 2026-08-14
MUSA
Murphy USA Inc.
Consumer Cyclical 5.80% 6.07% #4 2
Prev: #2
3.3
—
-4,835 -5.7%
P
S
79,962 $43,089,123 2014 Q3 13F Filing 2026-06-30 2026-08-14
CXT
Crane NXT
Industrials 5.71% 4.61% #5 4
Prev: #9
4.8
—
45,374 5.8%
P
S
829,182 $42,420,951 2022 Q2 13F Filing 2026-06-30 2026-08-14
DAR
Darling Ingredi...
Consumer Defensive 5.61% 6.99% #6 5
Prev: #1
2.7
—
-16,805 -2.2%
P
S
763,305 $41,691,719 2005 Q2 13F Filing 2026-06-30 2026-08-14
LOB
Live Oak Bancsh...
Financial Services 5.14% 4.95% #7 1
Prev: #6
2.6
—
-98,788 -9.6%
P
S
934,751 $38,175,231 2022 Q4 13F Filing 2026-06-30 2026-08-14
AGCO
AGCO Corp.
Industrials 4.92% 4.15% #8 3
Prev: #11
4.5
—
58,197 23.5%
P
S
305,473 $36,565,118 1999 Q3 13F Filing 2026-06-30 2026-08-14
USPH
US Physical The...
Healthcare 4.88% 4.78% #9 2
Prev: #7
4.0
—
87,861 20.0%
P
S
527,765 $36,246,900 2022 Q3 13F Filing 2026-06-30 2026-08-14
DORM
Dorman Products...
Consumer Cyclical 4.84% 3.73% #10 4
Prev: #14
3.9
—
16,862 6.8%
P
S
263,383 $35,938,610 2020 Q1 13F Filing 2026-06-30 2026-08-14
MSA
MSA Safety Inc
Industrials 4.69% 4.05% #11 1
Prev: #12
3.9
—
29,134 17.1%
P
S
199,654 $34,855,595 2025 Q2 13F Filing 2026-06-30 2026-08-14
AWI
Armstrong World...
Industrials 4.34% 4.02% #12 1
Prev: #13
3.7
—
32,597 19.4%
P
S
200,875 $32,224,368 2020 Q4 13F Filing 2026-06-30 2026-08-14
EPAC
Enerpac Tool Gr...
Industrials 4.10% 3.51% #13 2
Prev: #15
4.1
—
185,308 27.9%
P
S
850,182 $30,487,527 2020 Q1 13F Filing 2026-06-30 2026-08-14
BCO
The Brink's Co.
Industrials 4.08% 4.76% #14 6
Prev: #8
2.1
—
3,899 1.2%
P
S
320,542 $30,288,014 2010 Q4 13F Filing 2026-06-30 2026-08-14
CSWI
CSW Industrials
Unknown 3.55% 3.34% #15 2
Prev: #17
3.4
—
6,362 7.2%
P
S
94,698 $26,354,453 2025 Q4 13F Filing 2026-06-30 2026-08-14
SAM
The Boston Beer...
Consumer Defensive 3.14% 2.50% #16 4
Prev: #20
4.3
—
57,061 76.3%
P
S
131,877 $23,346,185 2021 Q4 13F Filing 2026-06-30 2026-08-14
MOD
Modine Manufact...
Consumer Cyclical 2.75% 3.46% #17 1
Prev: #16
1.1
—
-33,683 -30.5%
P
S
76,603 $20,454,533 2025 Q1 13F Filing 2026-06-30 2026-08-14
NGVT
Ingevity Corp
Basic Materials 2.46% 2.59% #18 1
Prev: #19
1.5
—
-6,791 -2.7%
P
S
244,260 $18,238,894 2016 Q2 13F Filing 2026-06-30 2026-08-14
THO
Thor Industries...
Consumer Cyclical 2.42% 1.52% #19 4
Prev: #23
4.0
—
107,864 82.3%
P
S
238,971 $17,961,060 2011 Q2 13F Filing 2026-06-30 2026-08-14
KAI
Kadant Inc
Industrials 2.06% 1.82% #20 2
Prev: #22
2.8
—
5,663 13.2%
P
S
48,681 $15,297,031 2025 Q4 13F Filing 2026-06-30 2026-08-14
AEIS
Advanced Energy...
Industrials 1.94% 2.20% #21
Prev: #21
1.3
—
-8,425 -17.9%
P
S
38,683 $14,423,730 2024 Q3 13F Filing 2026-06-30 2026-08-14
GNRC
Generac Holding...
Industrials 1.59% 1.38% #22 3
Prev: #25
1.1
—
-8,366 -17.2%
P
S
40,377 $11,822,789 2024 Q3 13F Filing 2026-06-30 2026-08-14
APG
APi Group
Industrials 1.40% 1.50% #23 1
Prev: #24
1.1
—
-10,501 -4.1%
P
S
244,797 $10,367,153 2024 Q3 13F Filing 2026-06-30 2026-08-14
VMI
Valmont Industr...
Industrials 1.06% 0.96% #24 4
Prev: #28
0.9
—
-2,996 -18.1%
P
S
13,601 $7,855,938 2024 Q2 13F Filing 2026-06-30 2026-08-14
WSO
Watsco Inc
Industrials 1.00% 0.98% #25 2
Prev: #27
0.9
—
-793 -4.3%
P
S
17,853 $7,439,881 2018 Q4 13F Filing 2026-06-30 2026-08-14
OSK
Oshkosh Corp
Industrials 0.90% 0.66% #26 4
Prev: #30
2.9
—
12,352 39.9%
P
S
43,332 $6,650,595 2025 Q4 13F Filing 2026-06-30 2026-08-14
BR
Broadridge Fina...
Technology 0.80% 1.07% #27 1
Prev: #26
0.8
—
-1,858 -4.1%
P
S
43,396 $5,943,082 2011 Q1 13F Filing 2026-06-30 2026-08-14
SEIC
SEI Investments...
Financial Services 0.75% 0.77% #28 1
Prev: #29
0.8
—
-3,732 -5.5%
P
S
63,671 $5,584,583 2019 Q1 13F Filing 2026-06-30 2026-08-14
FND
Floor & Decor H...
Consumer Cyclical 0.67% 0.64% #29 2
Prev: #31
0.8
—
-3,663 -4.2%
P
S
83,711 $4,969,085 2023 Q3 13F Filing 2026-06-30 2026-08-14
SCL
Stepan Co
Basic Materials 0.00% 2.74%
Sold All 😨
(Was: #18)
 0.0
—
-378,799 -100.0%
CLOSED
 — $— 2018 Q4 13F Filing 2026-06-30 2026-08-14
BDC
Belden Inc
Technology 0.00% 4.30%
Sold All 😨
(Was: #10)
 0.0
—
-258,377 -100.0%
CLOSED
 — $— 2018 Q2 13F Filing 2026-06-30 2026-08-14
Showing 1-31 of 31 holdings

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