SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$867.5B
Holdings
29
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDYS&P Midcap 400 Dep Rec Spdrs | 440 | $223.2M | 0.03% | |
| 2 | DYDycom Industries Inc | 559,059 | $64K | 0.00% | |
| 3 | DARDarling Ingredients Inc. | 1,168,110 | $58K | 0.00% | |
| 4 | MGPIMGP Ingredients Inc | 470,661 | $46K | 0.00% | |
| 5 | USPHUS Physical Therapy Inc | 479,214 | $44K | 0.00% | |
| 6 | BDCBelden Inc | 534,618 | $41K | 0.00% | |
| 7 | AGCOAGCO Corp. | 344,022 | $41K | 0.00% | |
| 8 | BCOThe Brink's Co. | 460,617 | $40K | 0.00% | |
| 9 | TKRTimken Co. | 509,035 | $40K | 0.00% | |
| 10 | LPXLouisiana-Pacific Corp | 576,677 | $40K | 0.00% | |
| 11 | EPACEnerpac Tool Group | 1,294,415 | $40K | 0.00% | |
| 12 | BOOTBoot Barn Holdings Inc | 495,399 | $38K | 0.00% | |
| 13 | LOBLive Oak Bancshares Inc | 854,090 | $38K | 0.00% | |
| 14 | AWIArmstrong World Industries Inc | 393,671 | $38K | 0.00% | |
| 15 | SAMThe Boston Beer Co Inc | 107,212 | $37K | 0.00% | |
| 16 | NGVTIngevity Corp | 744,115 | $35K | 0.00% | |
| 17 | THOThor Industries Inc. | 272,074 | $32K | 0.00% | |
| 18 | MUSAMurphy USA Inc. | 89,507 | $31K | 0.00% | |
| 19 | PIIPolaris Inc. | 323,100 | $30K | 0.00% | |
| 20 | DORMDorman Products Inc | 348,187 | $29K | 0.00% | |
| 21 | SCLStepan Co | 306,380 | $28K | 0.00% | |
| 22 | MBUUMalibu Boats Inc | 452,345 | $24K | 0.00% | |
| 23 | BRBroadridge Financial Solutions | 52,945 | $10K | 0.00% | |
| 24 | WSOWatsco Inc | 20,778 | $8K | 0.00% | |
| 25 | IWMRussell 2000 Index Fund | 31,350 | $6K | 0.00% | |
| 26 | TREXTrex Co | 62,005 | $5K | 0.00% | |
| 27 | SEICSEI Investments Co | 77,360 | $4K | 0.00% | |
| 28 | IEXIDEX Corp. | 19,263 | $4K | 0.00% | |
| 29 | FNDFloor & Decor Holdings | 23,298 | $2K | 0.00% |