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%

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. <br><br> 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. <br><br> 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

$689Million

as of May 13, 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

No new stocks were added by SOUTHERNSUN ASSET MANAGEMENT, LLC

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

Top 5 Winners (%)		%
DAR	darling ingredients inc.	60.6 %
MOD	modine manufacturing co	45.0 %
GNRC	generac holdings inc	40.5 %
AEIS	advanced energy industries inc	37.4 %
MUSA	murphy usa inc.	21.5 %

Top 5 Winners ($)		$
DAR	darling ingredients inc.	24.8 M
MOD	modine manufacturing co	14.9 M
AEIS	advanced energy industries inc	9.7 M
MUSA	murphy usa inc.	8.0 M
NGVT	ingevity corp	3.2 M

Top 5 Losers (%)		%
BR	broadridge financial solutions	-27.1 %
THO	thor industries inc.	-21.3 %
FND	floor & decor holdings	-15.6 %
BOOT	boot barn holdings inc	-14.9 %
DORM	dorman products inc	-13.8 %

Top 5 Losers ($)		$
BOOT	boot barn holdings inc	-7.0 M
BCO	the brink's co.	-4.8 M
CR	crane nxt	-4.7 M
AWI	armstrong world industries inc	-4.4 M
DORM	dorman products inc	-4.1 M

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.

$689.91MTotal Value

32.00Positions

13 May, 2026Last Reported

Current holdings of Current Stock Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AEIS Advanced Energy Industries Inc Advanced Energy Industries IncAEIS SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Advanced Energy Industries Inc over time	2.2%	47,108	$15.20M 2.2%	decreased 61.84 percentreduced

AGCO Agco Corp. Agco Corp.AGCO SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Agco Corp. over time	4.15%	247,276	$28.65M 4.15%	decreased 8.44 percentreduced

APG Api Group Api GroupAPG SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Api Group over time	1.5%	255,298	$10.34M 1.5%	increased 1 percentadded

AWI Armstrong World Industries Inc Armstrong World Industries IncAWI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Armstrong World Industries Inc over time	4.02%	168,278	$27.73M 4.02%	increased 0.92 percentadded

BCO The Brink'S Co. The Brink'S Co.BCO SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in The Brink'S Co. over time	4.76%	316,643	$32.81M 4.76%	decreased 23.88 percentreduced

BDC Belden Inc Belden IncBDC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Belden Inc over time	4.3%	258,377	$29.67M 4.3%	decreased 8.04 percentreduced

BOOT Boot Barn Holdings Inc Boot Barn Holdings IncBOOT SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Boot Barn Holdings Inc over time	5.78%	272,348	$39.86M 5.78%	increased 40.95 percentadded

BR Broadridge Financial Solutions Broadridge Financial SolutionsBR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Broadridge Financial Solutions over time	1.07%	45,254	$7.35M 1.07%	increased 1.01 percentadded

CR Crane Nxt Crane NxtCR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Crane Nxt over time	4.61%	783,808	$31.81M 4.61%	increased 17.3 percentadded

CSWI Csw Industrials Csw IndustrialsCSWI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Csw Industrials over time	3.34%	88,336	$23.02M 3.34%	increased 32.34 percentadded

DAR Darling Ingredients Inc. Darling Ingredients Inc.DAR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Darling Ingredients Inc. over time	6.99%	780,110	$48.25M 6.99%	decreased 31.26 percentreduced

DORM Dorman Products Inc Dorman Products IncDORM SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Dorman Products Inc over time	3.73%	246,521	$25.73M 3.73%	increased 29.36 percentadded

EPAC Enerpac Tool Group Enerpac Tool GroupEPAC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Enerpac Tool Group over time	3.52%	664,874	$24.25M 3.52%	increased 10.69 percentadded

EXTR Extreme Networks Extreme NetworksEXTR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Extreme Networks over time	5.02%	2,297,930	$34.65M 5.02%	increased 16.59 percentadded

FND Floor & Decor Holdings Floor & Decor HoldingsFND SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Floor & Decor Holdings over time	0.64%	87,374	$4.44M 0.64%	increased 15.7 percentadded

GNRC Generac Holdings Inc Generac Holdings IncGNRC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Generac Holdings Inc over time	1.38%	48,743	$9.52M 1.38%	decreased 12.52 percentreduced

IJR Russell 2000 Index Fund Russell 2000 Index Fund IJR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Russell 2000 Index Fund over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

KAI Kadant Inc Kadant IncKAI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Kadant Inc over time	1.82%	43,018	$12.58M 1.82%	decreased 4.47 percentreduced

LOB Live Oak Bancshares Inc Live Oak Bancshares IncLOB SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Live Oak Bancshares Inc over time	4.95%	1,033,540	$34.18M 4.95%	increased 0.43 percentadded

LPX Louisiana-Pacific Corp Louisiana-Pacific CorpLPX SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Louisiana-Pacific Corp over time	5.12%	485,869	$35.35M 5.12%	increased 6.26 percentadded