SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$829.1B
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DYDycom Industries Inc | 325,964 | $55K | 0.00% | |
| 2 | MGPIMGP Ingredients Inc | 716,456 | $53K | 0.00% | |
| 3 | BOOTBoot Barn Holdings Inc | 392,500 | $50K | 0.00% | |
| 4 | DARDarling Ingredients Inc. | 1,333,420 | $49K | 0.00% | |
| 5 | BDCBelden Inc | 515,721 | $48K | 0.00% | |
| 6 | BCOThe Brink's Co. | 466,804 | $47K | 0.00% | |
| 7 | USPHUS Physical Therapy Inc | 495,049 | $45K | 0.00% | |
| 8 | LPXLouisiana-Pacific Corp | 536,666 | $44K | 0.00% | |
| 9 | SAMThe Boston Beer Co Inc | 142,662 | $43K | 0.00% | |
| 10 | EPACEnerpac Tool Group | 1,113,451 | $42K | 0.00% | |
| 11 | AGCOAGCO Corp. | 419,841 | $41K | 0.00% | |
| 12 | TKRTimken Co. | 506,504 | $40K | 0.00% | |
| 13 | MUSAMurphy USA Inc. | 73,721 | $34K | 0.00% | |
| 14 | DORMDorman Products Inc | 340,220 | $31K | 0.00% | |
| 15 | NGVTIngevity Corp | 730,994 | $31K | 0.00% | |
| 16 | AWIArmstrong World Industries Inc | 268,333 | $30K | 0.00% | |
| 17 | LOBLive Oak Bancshares Inc | 821,222 | $28K | 0.00% | |
| 18 | PIIPolaris Inc. | 338,309 | $26K | 0.00% | |
| 19 | THOThor Industries Inc. | 258,231 | $24K | 0.00% | |
| 20 | SCLStepan Co | 278,744 | $23K | 0.00% | |
| 21 | BRBroadridge Financial Solutions | 48,142 | $9K | 0.00% | |
| 22 | WSOWatsco Inc | 17,074 | $7K | 0.00% | |
| 23 | VMIValmont Industries Inc | 18,992 | $5K | 0.00% | |
| 24 | SEICSEI Investments Co | 65,516 | $4K | 0.00% | |
| 25 | TREXTrex Co | 48,439 | $3K | 0.00% | |
| 26 | IEXIDEX Corp. | 18,655 | $3K | 0.00% | |
| 27 | FNDFloor & Decor Holdings | 22,567 | $2K | 0.00% |