SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$876.4B
Holdings
28
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 1,192,761 | $69K | 0.00% | |
| 2 | DYDycom Industries Inc | 657,145 | $61K | 0.00% | |
| 3 | TKRTimken Co. | 614,298 | $50K | 0.00% | |
| 4 | NGVTIngevity Corp | 690,872 | $49K | 0.00% | |
| 5 | UNVREURUnivar Solutions USA Inc. | 1,350,539 | $47K | 0.00% | |
| 6 | BCOThe Brink's Co. | 700,994 | $46K | 0.00% | |
| 7 | MUSAMurphy USA Inc. | 181,179 | $46K | 0.00% | |
| 8 | PIIPolaris Inc. | 415,295 | $45K | 0.00% | |
| 9 | AGCOAGCO Corp. | 311,735 | $42K | 0.00% | |
| 10 | EPACEnerpac Tool Group | 1,643,475 | $41K | 0.00% | |
| 11 | SAMThe Boston Beer Co Inc | 126,310 | $41K | 0.00% | |
| 12 | SCLStepan Co | 395,224 | $40K | 0.00% | |
| 13 | MGPIMGP Ingredients Inc | 373,998 | $36K | 0.00% | |
| 14 | AWIArmstrong World Industries Inc | 508,283 | $36K | 0.00% | |
| 15 | DORMDorman Products Inc | 410,595 | $35K | 0.00% | |
| 16 | BDCBelden Inc | 361,547 | $31K | 0.00% | |
| 17 | THOThor Industries Inc. | 388,525 | $30K | 0.00% | |
| 18 | USPHUS Physical Therapy Inc | 287,558 | $28K | 0.00% | |
| 19 | MBUUMalibu Boats Inc | 462,420 | $26K | 0.00% | |
| 20 | LOBLive Oak Bancshares Inc | 920,206 | $22K | 0.00% | |
| 21 | BRBroadridge Financial Solutions | 60,607 | $8K | 0.00% | |
| 22 | WSOWatsco Inc | 27,414 | $8K | 0.00% | |
| 23 | WRKUSDWestRock Co | 210,805 | $6K | 0.00% | |
| 24 | TREXTrex Co | 114,894 | $5K | 0.00% | |
| 25 | SEICSEI Investments Co | 86,983 | $5K | 0.00% | |
| 26 | IEXIDEX Corp. | 17,892 | $4K | 0.00% | |
| 27 | BOOTBoot Barn Holdings Inc | 39,269 | $3K | 0.00% | |
| 28 | LPXLouisiana-Pacific Corp | 71,009 | $3K | 0.00% |