SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$3.9B
Holdings
33
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 16,044,511 | $252.5M | 6.47% | |
| 2 | CNCCentene Corp. | 2,885,251 | $230.5M | 5.90% | |
| 3 | —Envision Healthcare Corp | 3,602,373 | $225.8M | 5.78% | |
| 4 | MUSAMurphy USA Inc. | 2,878,881 | $213.4M | 5.46% | |
| 5 | PIIPolaris Industries Inc. | 2,256,141 | $208.1M | 5.33% | |
| 6 | TKRTimken Co. | 4,477,471 | $207.1M | 5.30% | |
| 7 | TRNTrinity Industries Inc. | 7,227,455 | $202.6M | 5.19% | |
| 8 | CLHClean Harbors Inc. | 3,589,150 | $200.4M | 5.13% | |
| 9 | THOThor Industries Inc. | 1,692,917 | $176.9M | 4.53% | |
| 10 | AGCOAGCO Corp. | 2,446,850 | $164.9M | 4.22% | |
| 11 | OGEOGE Energy Corp. | 4,637,426 | $161.3M | 4.13% | |
| 12 | —Newfield Exploration Co. | 5,426,579 | $154.4M | 3.96% | |
| 13 | HN9Hanesbrands Inc. | 6,536,311 | $151.4M | 3.88% | |
| 14 | BRBroadridge Financial Solutions | 1,971,603 | $149.0M | 3.82% | |
| 15 | W3UWestern Union Co. | 7,542,428 | $143.7M | 3.68% | |
| 16 | IEXIDEX Corp. | 1,131,926 | $127.9M | 3.28% | |
| 17 | FLSFlowserve Corp. | 2,318,856 | $107.7M | 2.76% | |
| 18 | KNKnowles Corporation | 5,710,146 | $96.6M | 2.47% | |
| 19 | WRKUSDWestRock Co | 1,536,095 | $87.0M | 2.23% | |
| 20 | DBDEURDiebold Nixdorf Incorporated | 2,954,655 | $82.7M | 2.12% | |
| 21 | BCOBrink's Co. | 1,160,523 | $77.8M | 1.99% | |
| 22 | HRCHill-Rom Holdings Inc. | 952,508 | $75.8M | 1.94% | |
| 23 | PNRPentair plc | 1,042,400 | $69.4M | 1.78% | |
| 24 | TEN1Tenneco Inc | 1,124,888 | $65.1M | 1.67% | |
| 25 | SF9Sanderson Farms Inc. | 529,651 | $61.3M | 1.57% | |
| 26 | —Actuant Corp | 2,379,610 | $58.5M | 1.50% | |
| 27 | KOPKoppers Holdings Inc. | 1,228,858 | $44.4M | 1.14% | |
| 28 | NDSNNordson Corp. | 324,952 | $39.4M | 1.01% | |
| 29 | FSSFederal Signal Corp | 1,596,556 | $27.7M | 0.71% | |
| 30 | AEGNAegion Corp. | 1,083,073 | $23.7M | 0.61% | |
| 31 | CR1USDCrane Co | 159,143 | $12.6M | 0.32% | |
| 32 | AXPAmerican Express Co. | 34,185 | $2.9M | 0.07% | |
| 33 | DFSEURDiscover Financial Services | 32,283 | $2.0M | 0.05% |