SOUTHERNSUN ASSET MANAGEMENT, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$898.0B
Holdings
27
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 456,136 | $65K | 0.00% | |
| 2 | DARDarling Ingredients Inc. | 1,337,145 | $62K | 0.00% | |
| 3 | USPHUS Physical Therapy Inc | 459,119 | $51K | 0.00% | |
| 4 | BOOTBoot Barn Holdings Inc | 541,329 | $51K | 0.00% | |
| 5 | BDCBelden Inc | 530,705 | $49K | 0.00% | |
| 6 | MGPIMGP Ingredients Inc | 557,683 | $48K | 0.00% | |
| 7 | LPXLouisiana-Pacific Corp | 552,083 | $46K | 0.00% | |
| 8 | SAMThe Boston Beer Co Inc | 145,386 | $44K | 0.00% | |
| 9 | BCOThe Brink's Co. | 471,412 | $43K | 0.00% | |
| 10 | TKRTimken Co. | 486,855 | $42K | 0.00% | |
| 11 | EPACEnerpac Tool Group | 1,189,550 | $42K | 0.00% | |
| 12 | AGCOAGCO Corp. | 335,425 | $41K | 0.00% | |
| 13 | NGVTIngevity Corp | 738,016 | $35K | 0.00% | |
| 14 | DORMDorman Products Inc | 343,396 | $33K | 0.00% | |
| 15 | MUSAMurphy USA Inc. | 79,882 | $33K | 0.00% | |
| 16 | LOBLive Oak Bancshares Inc | 813,315 | $33K | 0.00% | |
| 17 | AWIArmstrong World Industries Inc | 270,916 | $33K | 0.00% | |
| 18 | PIIPolaris Inc. | 314,911 | $31K | 0.00% | |
| 19 | THOThor Industries Inc. | 242,736 | $28K | 0.00% | |
| 20 | SCLStepan Co | 262,576 | $23K | 0.00% | |
| 21 | MBUUMalibu Boats Inc | 475,049 | $20K | 0.00% | |
| 22 | BRBroadridge Financial Solutions | 48,658 | $9K | 0.00% | |
| 23 | WSOWatsco Inc | 20,356 | $8K | 0.00% | |
| 24 | SEICSEI Investments Co | 66,531 | $4K | 0.00% | |
| 25 | IEXIDEX Corp. | 18,860 | $4K | 0.00% | |
| 26 | TREXTrex Co | 48,965 | $4K | 0.00% | |
| 27 | FNDFloor & Decor Holdings | 22,811 | $2K | 0.00% |