SOUTHERNSUN ASSET MANAGEMENT, LLC
An institutional investment manager in Memphis, TN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1089755.
- Reported value$742.8m
- Positions29
Holdings: 29 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Extreme NetworksEXTR | COM | 30226D106 | 54.6 | 7.3% | 1,685,450 | Reduced−612,483 | |
| Louisiana-Pacific CorpLPX | COM | 546347105 | 45.4 | 6.1% | 577,698 | Added+91,829 | |
| Boot Barn Holdings IncBOOT | COM | 099406100 | 44.1 | 5.9% | 268,599 | Reduced−3,749 | |
| Murphy USA Inc.MUSA | COM | 626755102 | 43.1 | 5.8% | 79,962 | Reduced−4,835 | |
| Crane NXTCXT | COM | 224441105 | 42.4 | 5.7% | 829,182 | Added+45,374 | |
| Darling Ingredients Inc.DAR | COM | 237266101 | 41.7 | 5.6% | 763,305 | Reduced−16,805 | |
| Live Oak Bancshares IncLOB | COM | 53803X105 | 38.2 | 5.1% | 934,751 | Reduced−98,788 | |
| AGCO Corp.AGCO | COM | 001084102 | 36.6 | 4.9% | 305,473 | Added+58,197 | |
| US Physical Therapy IncUSPH | COM | 90337L108 | 36.2 | 4.9% | 527,765 | Added+87,861 | |
| Dorman Products IncDORM | COM | 258278100 | 35.9 | 4.8% | 263,383 | Added+16,862 | |
| MSA Safety IncMSA | COM | 553498106 | 34.9 | 4.7% | 199,654 | Added+29,134 | |
| Armstrong World Industries IncAWI | COM | 04247X102 | 32.2 | 4.3% | 200,875 | Added+32,597 | |
| Enerpac Tool GroupEPAC | COM | 292765104 | 30.5 | 4.1% | 850,182 | Added+185,308 | |
| The Brink's Co.BCO | COM | 109696104 | 30.3 | 4.1% | 320,542 | Added+3,899 | |
| CSW IndustrialsCSW | COM | 126402106 | 26.4 | 3.5% | 94,698 | Added+6,362 | |
| The Boston Beer Co IncSAM | COM | 100557107 | 23.3 | 3.1% | 131,877 | Added+57,061 | |
| Modine Manufacturing CoMOD | COM | 607828100 | 20.5 | 2.8% | 76,603 | Reduced−33,683 | |
| Ingevity CorpNGVT | COM | 45688C107 | 18.2 | 2.5% | 244,260 | Reduced−6,791 | |
| Thor Industries Inc.THO | COM | 885160101 | 18.0 | 2.4% | 238,971 | Added+107,864 | |
| Kadant IncKAI | COM | 48282T104 | 15.3 | 2.1% | 48,681 | Added+5,663 | |
| Advanced Energy Industries IncAEIS | COM | 007973100 | 14.4 | 1.9% | 38,683 | Reduced−8,425 | |
| Generac Holdings IncGNRC | COM | 368736104 | 11.8 | 1.6% | 40,377 | Reduced−8,366 | |
| APi GroupAPG | COM | 00187Y100 | 10.4 | 1.4% | 244,797 | Reduced−10,501 | |
| Valmont Industries IncVMI | COM | 920253101 | 7.9 | 1.1% | 13,601 | Reduced−2,996 | |
| Watsco IncWSO | COM | 942622200 | 7.4 | 1.0% | 17,853 | Reduced−793 | |
| Oshkosh CorpOSK | COM | 688239201 | 6.7 | 0.9% | 43,332 | Added+12,352 | |
| Broadridge Financial SolutionsBR | COM | 11133T103 | 5.9 | 0.8% | 43,396 | Reduced−1,858 | |
| SEI Investments CoSEIC | COM | 784117103 | 5.6 | 0.8% | 63,671 | Reduced−3,732 | |
| Floor & Decor HoldingsFND | COM | 339750101 | 5.0 | 0.7% | 83,711 | Reduced−3,663 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Belden IncBDC | COM | 077454106 | 0.0 | 0.0% | 0 | Sold out−258,377 | |
| Stepan CoSCL | COM | 858586100 | 0.0 | 0.0% | 0 | Sold out−378,799 |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-089539 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.