SOUTHERNSUN ASSET MANAGEMENT, LLC

Memphis, TN · CIK 1089755 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySOUTHERNSUN ASSET MANAGEMENT, LLC (US)

Kindmutual funds
Others nearbyMemphis, TN
FamilySOUTHERNSUN ASSET MANAGEMENT, LLC · 2 related pages

$742.8m reported value +7.7% vs Q1 2026

29positions

56.3%in top 10

0 new 14 added 15 reduced 2 sold out vs Q1 2026

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $216.8k of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EXTREME NETWORKS COM EXTR	EXTR	1,685,450	$54.6m7.34%	7.34%	Reduced -612.5k	-612,483 -26.6%
2	LOUISIANA PAC CORP COM LPX	LPX	577,698	$45.4m6.12%	6.12%	Added +91.8k	+91,829 18.9%
3	BOOT BARN HLDGS INC COM BOOT	BOOT	268,599	$44.1m5.94%	5.94%	Reduced -3.7k	-3,749 -1.4%
4	MURPHY USA INC COM MUSA	MUSA	79,962	$43.1m5.80%	5.80%	Reduced -4.8k	-4,835 -5.7%
5	CRANE NXT CO COM CXT	CXT	829,182	$42.4m5.71%	5.71%	Added +45.4k	+45,374 5.8%
6	DARLING INGREDIENTS INC COM DAR	DAR	763,305	$41.7m5.61%	5.61%	Reduced -16.8k	-16,805 -2.1%
7	LIVE OAK BANCSHARES INC COM LOB	LOB	934,751	$38.2m5.14%	5.14%	Reduced -98.8k	-98,788 -9.6%
8	AGCO CORP COM AGCO	AGCO	305,473	$36.6m4.92%	4.92%	Added +58.2k	+58,197 23.5%
9	U S PHYSICAL THERAPY COM USPH	USPH	527,765	$36.2m4.88%	4.88%	Added +87.9k	+87,861 20.0%
10	DORMAN PRODS INC COM DORM	DORM	263,383	$35.9m4.84%	4.84%	Added +16.9k	+16,862 6.8%
11	MSA SAFETY INC COM MSA	MSA	199,654	$34.9m4.69%	4.69%	Added +29.1k	+29,134 17.1%
12	ARMSTRONG WORLD INDS INC NEW COM AWI	AWI	200,875	$32.2m4.34%	4.34%	Added +32.6k	+32,597 19.4%
13	ENERPAC TOOL GROUP CORP CL A COM EPAC	EPAC	850,182	$30.5m4.10%	4.10%	Added +185.3k	+185,308 27.9%
14	BRINKS CO COM BCO	BCO	320,542	$30.3m4.08%	4.08%	Added +3.9k	+3,899 1.2%
15	CSW INDUSTRIALS INC COM CSW	CSW	94,698	$26.4m3.55%	3.55%	Added +6.4k	+6,362 7.2%
16	BOSTON BEER INC CL A SAM	SAM	131,877	$23.3m3.14%	3.14%	Added +57.1k	+57,061 76.3%
17	MODINE MFG CO COM MOD	MOD	76,603	$20.5m2.75%	2.75%	Reduced -33.7k	-33,683 -30.5%
18	INGEVITY CORP COM NGVT	NGVT	244,260	$18.2m2.46%	2.46%	Reduced -6.8k	-6,791 -2.7%
19	THOR INDS INC COM THO	THO	238,971	$18.0m2.42%	2.42%	Added +107.9k	+107,864 82.3%
20	KADANT INC COM KAI	KAI	48,681	$15.3m2.06%	2.06%	Added +5.7k	+5,663 13.2%
21	ADVANCED ENERGY INDS COM AEIS	AEIS	38,683	$14.4m1.94%	1.94%	Reduced -8.4k	-8,425 -17.9%
22	GENERAC HLDGS INC COM GNRC	GNRC	40,377	$11.8m1.59%	1.59%	Reduced -8.4k	-8,366 -17.2%
23	API GROUP CORP COM STK APG	APG	244,797	$10.4m1.40%	1.40%	Reduced -10.5k	-10,501 -4.1%
24	VALMONT INDS INC COM VMI	VMI	13,601	$7.9m1.06%	1.06%	Reduced -3.0k	-2,996 -18.1%
25	WATSCO INC COM WSO	WSO	17,853	$7.4m1.00%	1.00%	Reduced -793	-793 -4.2%
26	OSHKOSH CORP COM OSK	OSK	43,332	$6.7m0.90%	0.90%	Added +12.4k	+12,352 39.9%
27	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	43,396	$5.9m0.80%	0.80%	Reduced -1.9k	-1,858 -4.1%
28	SEI INVTS CO COM SEIC	SEIC	63,671	$5.6m0.75%	0.75%	Reduced -3.7k	-3,732 -5.5%
29	FLOOR & DECOR HLDGS INC CL A FND	FND	83,711	$5.0m0.67%	0.67%	Reduced -3.7k	-3,663 -4.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BELDEN INC BDC	BDC	258,377	$29.7m258.4k shares
STEPAN CO SCL	SCL	378,799	$18.9m378.8k shares