Latest SOUTHERNSUN ASSET MANAGEMENT, LLC Stock Portfolio
$689Million– No. of Holdings #31
SOUTHERNSUN ASSET MANAGEMENT, LLC Performance:
2026 Q1: 3.55%YTD: 3.55%2025: 3.25%
Performance for 2026 Q1 is 3.55%, and YTD is 3.55%, and 2025 is 3.25%.
About SOUTHERNSUN ASSET MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SOUTHERNSUN ASSET MANAGEMENT, LLC reported an equity portfolio of $689.9 Millions as of 31 Mar, 2026.
The top stock holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC are DAR, MUSA, BOOT. The fund has invested 7% of it's portfolio in DARLING INGREDIENTS INC. and 6.1% of portfolio in MURPHY USA INC.
The fund managers got completely rid off RUSSELL 2000 INDEX FUND (IJR) stocks. They significantly reduced their stock positions in ADVANCED ENERGY INDUSTRIES INC (AEIS), MODINE MANUFACTURING CO (MOD) and DARLING INGREDIENTS INC. (DAR). The fund showed a lot of confidence in some stocks as they added substantially to OSHKOSH CORP (OSK), BOOT BARN HOLDINGS INC (BOOT) and CSW INDUSTRIALS (CSWI).
The top stock holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC are DAR, MUSA, BOOT. The fund has invested 7% of it's portfolio in DARLING INGREDIENTS INC. and 6.1% of portfolio in MURPHY USA INC.
The fund managers got completely rid off RUSSELL 2000 INDEX FUND (IJR) stocks. They significantly reduced their stock positions in ADVANCED ENERGY INDUSTRIES INC (AEIS), MODINE MANUFACTURING CO (MOD) and DARLING INGREDIENTS INC. (DAR). The fund showed a lot of confidence in some stocks as they added substantially to OSHKOSH CORP (OSK), BOOT BARN HOLDINGS INC (BOOT) and CSW INDUSTRIALS (CSWI).
SOUTHERNSUN ASSET MANAGEMENT, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that SOUTHERNSUN ASSET MANAGEMENT, LLC made a return of 3.55% in the last quarter. In trailing 12 months, it's portfolio return was 19.09%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| oshkosh corp | 53.7 |
| boot barn holdings inc | 40.95 |
| csw industrials | 32.34 |
| dorman products inc | 29.36 |
| crane nxt | 17.3 |
| extreme networks | 16.59 |
| floor & decor holdings | 15.7 |
| enerpac tool group | 10.69 |
Additions to existing portfolio by SOUTHERNSUN ASSET MANAGEMENT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| advanced energy industries inc | -61.84 |
| modine manufacturing co | -55.6 |
| darling ingredients inc. | -31.26 |
| the brink's co. | -23.88 |
| valmont industries inc | -17.95 |
| generac holdings inc | -12.52 |
| agco corp. | -8.44 |
| us physical therapy inc | -8.26 |
SOUTHERNSUN ASSET MANAGEMENT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| russell 2000 index fund | -2,166,210 |
SOUTHERNSUN ASSET MANAGEMENT, LLC got rid off the above stocks
Sector Distribution
SOUTHERNSUN ASSET MANAGEMENT, LLC has about 43.1% of it's holdings in Industrials sector.
- Industrials
- Consumer Cyclical
- Technology
- Consumer Defensive
- Financial Services
- Basic Materials
- Healthcare
| Sector | % |
|---|---|
| Industrials | 43.1 |
| Consumer Cyclical | 21.2 |
| Technology | 10.4 |
| Consumer Defensive | 9.5 |
| Financial Services | 5.7 |
| Basic Materials | 5.3 |
| Healthcare | 4.8 |
Market Cap. Distribution
SOUTHERNSUN ASSET MANAGEMENT, LLC has about 20% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- LARGE-CAP
- SMALL-CAP
| Category | % |
|---|---|
| MID-CAP | 62.5 |
| LARGE-CAP | 20 |
| SMALL-CAP | 17.5 |
Stocks belong to which Index?
About 56.9% of the stocks held by SOUTHERNSUN ASSET MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
- S&P 500
| Index | % |
|---|---|
| RUSSELL 2000 | 54.5 |
| Others | 43.1 |
| S&P 500 | 2.4 |
SOUTHERNSUN ASSET MANAGEMENT, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC
SOUTHERNSUN ASSET MANAGEMENT, LLC has 31 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. BOOT proved to be the most loss making stock for the portfolio. DAR was the most profitable stock for SOUTHERNSUN ASSET MANAGEMENT, LLC last quarter.
Last Reported on: 13 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEIS | advanced energy industries inc | 2.20 | 47,108 | 15,202,200 | reduced | -61.84 | ||
| AGCO | agco corp. | 4.15 | 247,276 | 28,651,900 | reduced | -8.44 | ||
| APG | api group | 1.50 | 255,298 | 10,344,700 | added | 1.00 | ||
| AWI | armstrong world industries inc | 4.02 | 168,278 | 27,732,200 | added | 0.92 | ||
| BCO | the brink's co. | 4.76 | 316,643 | 32,813,700 | reduced | -23.88 | ||
| BDC | belden inc | 4.30 | 258,377 | 29,669,400 | reduced | -8.04 | ||
| BOOT | boot barn holdings inc | 5.78 | 272,348 | 39,860,900 | added | 40.95 | ||
| BR | broadridge financial solutions | 1.07 | 45,254 | 7,352,870 | added | 1.01 | ||
| CR | crane nxt | 4.61 | 783,808 | 31,814,800 | added | 17.3 | ||
| CSWI | csw industrials | 3.34 | 88,336 | 23,018,600 | added | 32.34 | ||
| DAR | darling ingredients inc. | 6.99 | 780,110 | 48,249,800 | reduced | -31.26 | ||
| DORM | dorman products inc | 3.73 | 246,521 | 25,726,900 | added | 29.36 | ||
| EPAC | enerpac tool group | 3.52 | 664,874 | 24,248,000 | added | 10.69 | ||
| EXTR | extreme networks | 5.02 | 2,297,930 | 34,652,800 | added | 16.59 | ||
| FND | floor & decor holdings | 0.64 | 87,374 | 4,438,600 | added | 15.7 | ||
| GNRC | generac holdings inc | 1.38 | 48,743 | 9,520,970 | reduced | -12.52 | ||
| IJR | russell 2000 index fund | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| KAI | kadant inc | 1.82 | 43,018 | 12,576,300 | reduced | -4.47 | ||
| LOB | live oak bancshares inc | 4.95 | 1,033,540 | 34,179,100 | added | 0.43 | ||
| LPX | louisiana-pacific corp | 5.12 | 485,869 | 35,347,000 | added | 6.26 | ||