Latest SOUTHERNSUN ASSET MANAGEMENT, LLC Stock Portfolio
SOUTHERNSUN ASSET MANAGEMENT, LLC Performance:
2025 Q3: 9.28%YTD: 7.76%2024: 8.61%
Performance for 2025 Q3 is 9.28%, and YTD is 7.76%, and 2024 is 8.61%.
About SOUTHERNSUN ASSET MANAGEMENT, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SOUTHERNSUN ASSET MANAGEMENT, LLC reported an equity portfolio of $771.8 Millions as of 30 Sep, 2025.
The top stock holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC are BCO, USPH, MOD. The fund has invested 7.3% of it's portfolio in THE BRINK'S CO. and 5.6% of portfolio in US PHYSICAL THERAPY INC.
They significantly reduced their stock positions in DYCOM INDUSTRIES INC (DY), AGCO CORP. (AGCO) and GENERAC HOLDINGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to CRANE NXT (CR), API GROUP (APG) and ENERPAC TOOL GROUP (EPAC).
The top stock holdings of SOUTHERNSUN ASSET MANAGEMENT, LLC are BCO, USPH, MOD. The fund has invested 7.3% of it's portfolio in THE BRINK'S CO. and 5.6% of portfolio in US PHYSICAL THERAPY INC.
They significantly reduced their stock positions in DYCOM INDUSTRIES INC (DY), AGCO CORP. (AGCO) and GENERAC HOLDINGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to CRANE NXT (CR), API GROUP (APG) and ENERPAC TOOL GROUP (EPAC).
SOUTHERNSUN ASSET MANAGEMENT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that SOUTHERNSUN ASSET MANAGEMENT, LLC made a return of 9.28% in the last quarter. In trailing 12 months, it's portfolio return was 2.34%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| crane nxt | 72.4 |
| api group | 44.61 |
| enerpac tool group | 28.43 |
| murphy usa inc. | 28.09 |
| msa safety inc | 21.61 |
| extreme networks | 20.09 |
| watsco inc | 13.41 |
| stepan co | 10.01 |
Additions to existing portfolio by SOUTHERNSUN ASSET MANAGEMENT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| dycom industries inc | -45.05 |
| agco corp. | -27.28 |
| generac holdings inc | -19.49 |
| ingevity corp | -18.16 |
| boot barn holdings inc | -17.85 |
| advanced energy industries inc | -12.72 |
| dorman products inc | -12.09 |
| darling ingredients inc. | -9.64 |
SOUTHERNSUN ASSET MANAGEMENT, LLC reduced stake in above stock
Sold off
Sector Distribution
SOUTHERNSUN ASSET MANAGEMENT, LLC has about 45.7% of it's holdings in Industrials sector.
| Sector | % |
|---|---|
| Industrials | 45.7 |
| Consumer Cyclical | 21.3 |
| Technology | 9.5 |
| Consumer Defensive | 7.2 |
| Basic Materials | 5.9 |
| Healthcare | 5.6 |
| Financial Services | 4.8 |
Market Cap. Distribution
SOUTHERNSUN ASSET MANAGEMENT, LLC has about 7.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 73.2 |
| SMALL-CAP | 19.1 |
| LARGE-CAP | 7.7 |
Stocks belong to which Index?
About 57% of the stocks held by SOUTHERNSUN ASSET MANAGEMENT, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 54.6 |
| Others | 42.9 |
| 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 50.8% of the portfolio is in top 10 stocks. DAR proved to be the most loss making stock for the portfolio. BCO was the most profitable stock for SOUTHERNSUN ASSET MANAGEMENT, LLC last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEIS | advanced energy industries inc | 3.78 | 171,630 | 29,201,100 | reduced | -12.72 | ||
| AGCO | agco corp. | 3.55 | 255,893 | 27,398,500 | reduced | -27.28 | ||
| APG | api group | 1.27 | 284,682 | 9,784,520 | added | 44.61 | ||
| AWI | armstrong world industries inc | 4.44 | 174,717 | 34,246,300 | reduced | -1.25 | ||
| BCO | the brink's co. | 7.26 | 479,199 | 55,999,200 | reduced | -1.24 | ||
| BDC | belden inc | 4.56 | 292,409 | 35,168,000 | reduced | -8.74 | ||
| BOOT | boot barn holdings inc | 4.64 | 216,337 | 35,851,400 | reduced | -17.85 | ||
| BR | broadridge financial solutions | 1.38 | 44,798 | 10,669,500 | reduced | -4.21 | ||
| CR | crane nxt | 4.80 | 552,183 | 37,034,900 | added | 72.4 | ||
| DAR | darling ingredients inc. | 4.76 | 1,189,850 | 36,730,700 | reduced | -9.64 | ||
| DORM | dorman products inc | 4.05 | 200,359 | 31,232,000 | reduced | -12.09 | ||
| DY | dycom industries inc | 1.55 | 41,027 | 11,970,000 | reduced | -45.05 | ||
| EPAC | enerpac tool group | 3.36 | 632,023 | 25,912,900 | added | 28.43 | ||
| EXTR | extreme networks | 3.59 | 1,341,400 | 27,699,900 | added | 20.09 | ||
| FND | floor & decor holdings | 0.63 | 66,383 | 4,892,430 | reduced | -4.14 | ||
| GNRC | generac holdings inc | 1.07 | 49,187 | 8,233,900 | reduced | -19.49 | ||
| LOB | live oak bancshares inc | 4.08 | 894,310 | 31,497,600 | reduced | -0.6 | ||
| LPX | louisiana-pacific corp | 4.93 | 428,042 | 38,027,300 | reduced | -1.2 | ||
| MOD | modine manufacturing co | 5.08 | 275,633 | 39,184,000 | reduced | -0.48 | ||
| MSA | msa safety inc | 3.79 | 170,013 | 29,254,100 | added | 21.61 | ||