SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$947.9B
Holdings
26
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 1,126,999 | $71K | 0.00% | |
| 2 | DYDycom Industries Inc | 613,609 | $69K | 0.00% | |
| 3 | MUSAMurphy USA Inc. | 187,295 | $58K | 0.00% | |
| 4 | USPHUS Physical Therapy Inc | 461,491 | $56K | 0.00% | |
| 5 | TKRTimken Co. | 541,793 | $49K | 0.00% | |
| 6 | NGVTIngevity Corp | 827,295 | $48K | 0.00% | |
| 7 | PIIPolaris Inc. | 403,097 | $48K | 0.00% | |
| 8 | BCOThe Brink's Co. | 688,531 | $46K | 0.00% | |
| 9 | MGPIMGP Ingredients Inc | 406,163 | $43K | 0.00% | |
| 10 | EPACEnerpac Tool Group | 1,609,955 | $43K | 0.00% | |
| 11 | AGCOAGCO Corp. | 332,109 | $43K | 0.00% | |
| 12 | SAMThe Boston Beer Co Inc | 133,099 | $41K | 0.00% | |
| 13 | BOOTBoot Barn Holdings Inc | 484,626 | $41K | 0.00% | |
| 14 | AWIArmstrong World Industries Inc | 518,515 | $38K | 0.00% | |
| 15 | THOThor Industries Inc. | 349,335 | $36K | 0.00% | |
| 16 | BDCBelden Inc | 374,181 | $35K | 0.00% | |
| 17 | SCLStepan Co | 369,737 | $35K | 0.00% | |
| 18 | DORMDorman Products Inc | 406,327 | $32K | 0.00% | |
| 19 | LOBLive Oak Bancshares Inc | 1,097,071 | $28K | 0.00% | |
| 20 | MBUUMalibu Boats Inc | 456,880 | $26K | 0.00% | |
| 21 | LPXLouisiana-Pacific Corp | 241,164 | $18K | 0.00% | |
| 22 | WSOWatsco Inc | 25,640 | $9K | 0.00% | |
| 23 | BRBroadridge Financial Solutions | 56,040 | $9K | 0.00% | |
| 24 | TREXTrex Co | 109,777 | $7K | 0.00% | |
| 25 | IEXIDEX Corp. | 19,645 | $4K | 0.00% | |
| 26 | SEICSEI Investments Co | 80,173 | $4K | 0.00% |