# SOUTHERNSUN ASSET MANAGEMENT, LLC: Form 13F holdings

An institutional investment manager in Memphis, TN. SEC CIK 1089755.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $742.8m
- Positions: 29 (29 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1089755/000121390026089539/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Extreme Networks (EXTR)](/companies/extr.md) | COM | $54.6m | 7.3% | 1,685,450 |  | Reduced −612,483 |
| [Louisiana-Pacific Corp (LPX)](/companies/lpx.md) | COM | $45.4m | 6.1% | 577,698 |  | Added +91,829 |
| [Boot Barn Holdings Inc (BOOT)](/companies/boot.md) | COM | $44.1m | 5.9% | 268,599 |  | Reduced −3,749 |
| [Murphy USA Inc. (MUSA)](/companies/musa.md) | COM | $43.1m | 5.8% | 79,962 |  | Reduced −4,835 |
| [Crane NXT (CXT)](/companies/cxt.md) | COM | $42.4m | 5.7% | 829,182 |  | Added +45,374 |
| [Darling Ingredients Inc. (DAR)](/companies/dar.md) | COM | $41.7m | 5.6% | 763,305 |  | Reduced −16,805 |
| [Live Oak Bancshares Inc (LOB)](/companies/lob.md) | COM | $38.2m | 5.1% | 934,751 |  | Reduced −98,788 |
| [AGCO Corp. (AGCO)](/companies/agco.md) | COM | $36.6m | 4.9% | 305,473 |  | Added +58,197 |
| [US Physical Therapy Inc (USPH)](/companies/usph.md) | COM | $36.2m | 4.9% | 527,765 |  | Added +87,861 |
| [Dorman Products Inc (DORM)](/companies/dorm.md) | COM | $35.9m | 4.8% | 263,383 |  | Added +16,862 |
| [MSA Safety Inc (MSA)](/companies/msa.md) | COM | $34.9m | 4.7% | 199,654 |  | Added +29,134 |
| [Armstrong World Industries Inc (AWI)](/companies/awi.md) | COM | $32.2m | 4.3% | 200,875 |  | Added +32,597 |
| [Enerpac Tool Group (EPAC)](/companies/epac.md) | COM | $30.5m | 4.1% | 850,182 |  | Added +185,308 |
| [The Brink's Co. (BCO)](/companies/bco.md) | COM | $30.3m | 4.1% | 320,542 |  | Added +3,899 |
| [CSW Industrials (CSW)](/companies/csw.md) | COM | $26.4m | 3.5% | 94,698 |  | Added +6,362 |
| [The Boston Beer Co Inc (SAM)](/companies/sam.md) | COM | $23.3m | 3.1% | 131,877 |  | Added +57,061 |
| [Modine Manufacturing Co (MOD)](/companies/mod.md) | COM | $20.5m | 2.8% | 76,603 |  | Reduced −33,683 |
| [Ingevity Corp (NGVT)](/companies/ngvt.md) | COM | $18.2m | 2.5% | 244,260 |  | Reduced −6,791 |
| [Thor Industries Inc. (THO)](/companies/tho.md) | COM | $18.0m | 2.4% | 238,971 |  | Added +107,864 |
| [Kadant Inc (KAI)](/companies/kai.md) | COM | $15.3m | 2.1% | 48,681 |  | Added +5,663 |
| [Advanced Energy Industries Inc (AEIS)](/companies/aeis.md) | COM | $14.4m | 1.9% | 38,683 |  | Reduced −8,425 |
| [Generac Holdings Inc (GNRC)](/companies/gnrc.md) | COM | $11.8m | 1.6% | 40,377 |  | Reduced −8,366 |
| [APi Group (APG)](/companies/apg.md) | COM | $10.4m | 1.4% | 244,797 |  | Reduced −10,501 |
| [Valmont Industries Inc (VMI)](/companies/vmi.md) | COM | $7.9m | 1.1% | 13,601 |  | Reduced −2,996 |
| [Watsco Inc (WSO)](/companies/wso.md) | COM | $7.4m | 1.0% | 17,853 |  | Reduced −793 |
| [Oshkosh Corp (OSK)](/companies/osk.md) | COM | $6.7m | 0.9% | 43,332 |  | Added +12,352 |
| [Broadridge Financial Solutions (BR)](/companies/br.md) | COM | $5.9m | 0.8% | 43,396 |  | Reduced −1,858 |
| [SEI Investments Co (SEIC)](/companies/seic.md) | COM | $5.6m | 0.8% | 63,671 |  | Reduced −3,732 |
| [Floor & Decor Holdings (FND)](/companies/fnd.md) | COM | $5.0m | 0.7% | 83,711 |  | Reduced −3,663 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Belden Inc (BDC)](/companies/bdc.md) | COM | $0 | 0.0% | 0 |  | Sold out −258,377 |
| [Stepan Co (SCL)](/companies/scl.md) | COM | $0 | 0.0% | 0 |  | Sold out −378,799 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-089539. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.