Latest SOUTHERNSUN ASSET MANAGEMENT, LLC Stock Portfolio

$742Million | No. of Holdings #29

SOUTHERNSUN ASSET MANAGEMENT, LLC Performance

2026 Q2+10.38%

YTD+14.30%

2025+3.25%

About SOUTHERNSUN ASSET MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SOUTHERNSUN ASSET MANAGEMENT, LLC reported an equity portfolio of $742.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC are EXTR, LPX, BOOT. The fund has invested 7.3% of it's portfolio in EXTREME NETWORKS and 6.1% of portfolio in LOUISIANA-PACIFIC CORP. <br><br> The fund managers got completely rid off BELDEN INC (BDC) and STEPAN CO (SCL) stocks. They significantly reduced their stock positions in MODINE MANUFACTURING CO (MOD), EXTREME NETWORKS (EXTR) and VALMONT INDUSTRIES INC (VMI). The fund showed a lot of confidence in some stocks as they added substantially to THOR INDUSTRIES INC. (THO), THE BOSTON BEER CO INC (SAM) and OSHKOSH CORP (OSK).

SOUTHERNSUN ASSET MANAGEMENT, LLC Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$742Million

as of Aug 14, 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 10.38% in the last quarter. In trailing 12 months, it's portfolio return was 20.61%.

Performance
S&P 500

New Buys

No new stocks were added by SOUTHERNSUN ASSET MANAGEMENT, LLC

Additions

Ticker	% Inc.
thor industries inc.	82.27
the boston beer co inc	76.27
oshkosh corp	39.87
enerpac tool group	27.87
agco corp.	23.54
us physical therapy inc	19.97
armstrong world industries inc	19.37
louisiana-pacific corp	18.9

Additions to existing portfolio by SOUTHERNSUN ASSET MANAGEMENT, LLC

Reductions

Ticker	% Reduced
modine manufacturing co	-30.54
extreme networks	-26.65
valmont industries inc	-18.05
advanced energy industries inc	-17.88
generac holdings inc	-17.16
live oak bancshares inc	-9.56
murphy usa inc.	-5.7
sei investments co	-5.54

SOUTHERNSUN ASSET MANAGEMENT, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
stepan co	-18,932,400
belden inc	-29,669,400

SOUTHERNSUN ASSET MANAGEMENT, LLC got rid off the above stocks

Sector Distribution

SOUTHERNSUN ASSET MANAGEMENT, LLC has about 47.5% of it's holdings in Industrials sector.

Industrials
Consumer Cyclical
Consumer Defensive
Technology
Financial Services
Healthcare
Basic Materials

Sector	%
Industrials	47.5
Consumer Cyclical	22.4
Consumer Defensive	8.8
Technology	8.1
Financial Services	5.9
Healthcare	4.9
Basic Materials	2.5

Market Cap. Distribution

SOUTHERNSUN ASSET MANAGEMENT, LLC has about 17.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MID-CAP
SMALL-CAP
LARGE-CAP

Category	%
MID-CAP	65.7
SMALL-CAP	17.3
LARGE-CAP	17.1

Stocks belong to which Index?

About 52.9% 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	50.5
Others	47.1
S&P 500	2.4

Top 5 Winners (%)		%
EXTR	extreme networks	99.4 %
GNRC	generac holdings inc	45.6 %
VMI	valmont industries inc	40.5 %
DORM	dorman products inc	29.5 %
CR	crane nxt	25.1 %

Top 5 Winners ($)		$
EXTR	extreme networks	34.4 M
CR	crane nxt	8.5 M
DORM	dorman products inc	8.2 M
LOB	live oak bancshares inc	7.6 M
BOOT	boot barn holdings inc	4.8 M

Top 5 Losers (%)		%
SAM	the boston beer co inc	-19.1 %
BR	broadridge financial solutions	-15.4 %
DAR	darling ingredients inc.	-11.6 %
BCO	the brink's co.	-8.8 %
USPH	us physical therapy inc	-7.7 %

Top 5 Losers ($)		$
DAR	darling ingredients inc.	-5.6 M
SAM	the boston beer co inc	-5.5 M
USPH	us physical therapy inc	-3.0 M
BCO	the brink's co.	-2.9 M
BR	broadridge financial solutions	-1.1 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 29 stocks in it's portfolio. About 56.3% of the portfolio is in top 10 stocks. DAR proved to be the most loss making stock for the portfolio. EXTR was the most profitable stock for SOUTHERNSUN ASSET MANAGEMENT, LLC last quarter.

$742.81MTotal Value

31.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC, last reported on 14 Aug, 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	1.94%	38,683	$14.42M 1.94%	decreased 17.88 percentreduced

AGCO Agco Corp. Agco Corp.AGCO SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Agco Corp. over time	4.92%	305,473	$36.57M 4.92%	increased 23.54 percentadded

APG Api Group Api GroupAPG SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Api Group over time	1.4%	244,797	$10.37M 1.4%	decreased 4.11 percentreduced

AWI Armstrong World Industries Inc Armstrong World Industries IncAWI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Armstrong World Industries Inc over time	4.34%	200,875	$32.22M 4.34%	increased 19.37 percentadded

BCO The Brink'S Co. The Brink'S Co.BCO SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in The Brink'S Co. over time	4.08%	320,542	$30.29M 4.08%	increased 1.23 percentadded

BDC Belden Inc Belden IncBDC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Belden Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

BOOT Boot Barn Holdings Inc Boot Barn Holdings IncBOOT SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Boot Barn Holdings Inc over time	5.94%	268,599	$44.12M 5.94%	decreased 1.38 percentreduced

BR Broadridge Financial Solutions Broadridge Financial SolutionsBR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Broadridge Financial Solutions over time	0.8%	43,396	$5.94M 0.8%	decreased 4.11 percentreduced

CR Crane Nxt Crane NxtCR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Crane Nxt over time	5.71%	829,182	$42.42M 5.71%	increased 5.79 percentadded

CSWI Csw Industrials Csw IndustrialsCSWI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Csw Industrials over time	3.55%	94,698	$26.35M 3.55%	increased 7.2 percentadded

DAR Darling Ingredients Inc. Darling Ingredients Inc.DAR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Darling Ingredients Inc. over time	5.61%	763,305	$41.69M 5.61%	decreased 2.15 percentreduced

DORM Dorman Products Inc Dorman Products IncDORM SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Dorman Products Inc over time	4.84%	263,383	$35.94M 4.84%	increased 6.84 percentadded

EPAC Enerpac Tool Group Enerpac Tool GroupEPAC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Enerpac Tool Group over time	4.1%	850,182	$30.49M 4.1%	increased 27.87 percentadded

EXTR Extreme Networks Extreme NetworksEXTR SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Extreme Networks over time	7.34%	1,685,450	$54.56M 7.34%	decreased 26.65 percentreduced

FND Floor & Decor Holdings Floor & Decor HoldingsFND SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Floor & Decor Holdings over time	0.67%	83,711	$4.97M 0.67%	decreased 4.19 percentreduced

GNRC Generac Holdings Inc Generac Holdings IncGNRC SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Generac Holdings Inc over time	1.59%	40,377	$11.82M 1.59%	decreased 17.16 percentreduced

KAI Kadant Inc Kadant IncKAI SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Kadant Inc over time	2.06%	48,681	$15.30M 2.06%	increased 13.16 percentadded

LOB Live Oak Bancshares Inc Live Oak Bancshares IncLOB SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Live Oak Bancshares Inc over time	5.14%	934,751	$38.18M 5.14%	decreased 9.56 percentreduced

LPX Louisiana-Pacific Corp Louisiana-Pacific CorpLPX SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Louisiana-Pacific Corp over time	6.12%	577,698	$45.44M 6.12%	increased 18.9 percentadded

MOD Modine Manufacturing Co Modine Manufacturing CoMOD SOUTHERNSUN ASSET MANAGEMENT, LLC's holding in Modine Manufacturing Co over time	2.75%	76,603	$20.45M 2.75%	decreased 30.54 percentreduced