SOUTHERNSUN ASSET MANAGEMENT, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$712.1B
Holdings
31
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DARDarling Ingredients Inc. | 1,316,772 | $50.0B | 7.02% | |
| 2 | BCOThe Brink's Co. | 485,220 | $43.3B | 6.08% | |
| 3 | BOOTBoot Barn Holdings Inc | 263,356 | $40.0B | 5.62% | |
| 4 | USPHUS Physical Therapy Inc | 507,841 | $39.7B | 5.58% | |
| 5 | LPXLouisiana-Pacific Corp | 433,260 | $37.3B | 5.23% | |
| 6 | BDCBelden Inc | 320,416 | $37.1B | 5.21% | |
| 7 | AGCOAGCO Corp. | 351,879 | $36.3B | 5.10% | |
| 8 | MUSAMurphy USA Inc. | 74,908 | $30.5B | 4.28% | |
| 9 | AWIArmstrong World Industries Inc | 176,921 | $28.7B | 4.04% | |
| 10 | DORMDorman Products Inc | 227,925 | $28.0B | 3.93% | |
| 11 | TKRTimken Co. | 376,106 | $27.3B | 3.83% | |
| 12 | MODModine Manufacturing Co | 276,969 | $27.3B | 3.83% | |
| 13 | LOBLive Oak Bancshares Inc | 899,729 | $26.8B | 3.76% | |
| 14 | AEISAdvanced Energy Industries Inc | 196,636 | $26.1B | 3.66% | |
| 15 | MSAMSA Safety Inc | 139,805 | $23.4B | 3.29% | |
| 16 | NGVTIngevity Corp | 529,967 | $22.8B | 3.21% | |
| 17 | SCLStepan Co | 406,011 | $22.2B | 3.11% | |
| 18 | EXTRExtreme Networks | 1,117,003 | $20.1B | 2.82% | |
| 19 | EPACEnerpac Tool Group | 492,132 | $20.0B | 2.80% | |
| 20 | DYDycom Industries Inc | 74,662 | $18.2B | 2.56% | |
| 21 | SAMThe Boston Beer Co Inc | 91,627 | $17.5B | 2.46% | |
| 22 | CXTCrane NXT | 320,289 | $17.3B | 2.42% | |
| 23 | THOThor Industries Inc. | 154,286 | $13.7B | 1.92% | |
| 24 | BRBroadridge Financial Solutions | 46,768 | $11.4B | 1.60% | |
| 25 | APGAPi Group | 196,864 | $10.0B | 1.41% | |
| 26 | GNRCGenerac Holdings Inc | 61,094 | $8.7B | 1.23% | |
| 27 | VMIValmont Industries Inc | 23,866 | $7.8B | 1.09% | |
| 28 | WSOWatsco Inc | 14,334 | $6.3B | 0.89% | |
| 29 | SEICSEI Investments Co | 66,950 | $6.0B | 0.84% | |
| 30 | FNDFloor & Decor Holdings | 69,252 | $5.3B | 0.74% | |
| 31 | TREXTrex Co | 58,175 | $3.2B | 0.44% |