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SOUTHERNSUN ASSET MANAGEMENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $742,814,647
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Extreme Networks · COM · 30226D106 · shares: $54,558,016
- Louisiana-Pacific Corp · COM · 546347105 · shares: $45,441,725
- Boot Barn Holdings Inc · COM · 099406100 · shares: $44,122,758
- Murphy USA Inc. · COM · 626755102 · shares: $43,089,123
- Crane NXT · COM · 224441105 · shares: $42,420,951
- Darling Ingredients Inc. · COM · 237266101 · shares: $41,691,719
- Live Oak Bancshares Inc · COM · 53803X105 · shares: $38,175,231
- AGCO Corp. · COM · 001084102 · shares: $36,565,118
- US Physical Therapy Inc · COM · 90337L108 · shares: $36,246,900
- Dorman Products Inc · COM · 258278100 · shares: $35,938,610
Reported holdings
29 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Extreme Networks | COM | 30226D106 | — | 1,685,450 shares | $54,558,016 |
| Louisiana-Pacific Corp | COM | 546347105 | — | 577,698 shares | $45,441,725 |
| Boot Barn Holdings Inc | COM | 099406100 | — | 268,599 shares | $44,122,758 |
| Murphy USA Inc. | COM | 626755102 | — | 79,962 shares | $43,089,123 |
| Crane NXT | COM | 224441105 | — | 829,182 shares | $42,420,951 |
| Darling Ingredients Inc. | COM | 237266101 | — | 763,305 shares | $41,691,719 |
| Live Oak Bancshares Inc | COM | 53803X105 | — | 934,751 shares | $38,175,231 |
| AGCO Corp. | COM | 001084102 | — | 305,473 shares | $36,565,118 |
| US Physical Therapy Inc | COM | 90337L108 | — | 527,765 shares | $36,246,900 |
| Dorman Products Inc | COM | 258278100 | — | 263,383 shares | $35,938,610 |
| MSA Safety Inc | COM | 553498106 | — | 199,654 shares | $34,855,595 |
| Armstrong World Industries Inc | COM | 04247X102 | — | 200,875 shares | $32,224,368 |
| Enerpac Tool Group | COM | 292765104 | — | 850,182 shares | $30,487,527 |
| The Brink's Co. | COM | 109696104 | — | 320,542 shares | $30,288,014 |
| CSW Industrials | COM | 126402106 | — | 94,698 shares | $26,354,453 |
| The Boston Beer Co Inc | COM | 100557107 | — | 131,877 shares | $23,346,185 |
| Modine Manufacturing Co | COM | 607828100 | — | 76,603 shares | $20,454,533 |
| Ingevity Corp | COM | 45688C107 | — | 244,260 shares | $18,238,894 |
| Thor Industries Inc. | COM | 885160101 | — | 238,971 shares | $17,961,060 |
| Kadant Inc | COM | 48282T104 | — | 48,681 shares | $15,297,031 |
| Advanced Energy Industries Inc | COM | 007973100 | — | 38,683 shares | $14,423,730 |
| Generac Holdings Inc | COM | 368736104 | — | 40,377 shares | $11,822,789 |
| APi Group | COM | 00187Y100 | — | 244,797 shares | $10,367,153 |
| Valmont Industries Inc | COM | 920253101 | — | 13,601 shares | $7,855,938 |
| Watsco Inc | COM | 942622200 | — | 17,853 shares | $7,439,881 |
| Oshkosh Corp | COM | 688239201 | — | 43,332 shares | $6,650,595 |
| Broadridge Financial Solutions | COM | 11133T103 | — | 43,396 shares | $5,943,082 |
| SEI Investments Co | COM | 784117103 | — | 63,671 shares | $5,584,583 |
| Floor & Decor Holdings | COM | 339750101 | — | 83,711 shares | $4,969,085 |