SOUTHERNSUN ASSET MANAGEMENT, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$802.7B
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BCOBRINKS CO | 597,633 | $55.4B | 6.91% | |
| 2 | BDCBELDEN INC | 474,910 | $53.5B | 6.66% | |
| 3 | DARDARLING INGREDIENTS INC | 1,567,052 | $52.8B | 6.58% | |
| 4 | USPHU S PHYSICAL THERAPY | 571,809 | $50.7B | 6.32% | |
| 5 | LPXLOUISIANA PAC CORP | 484,363 | $50.2B | 6.25% | |
| 6 | BOOTBOOT BARN HLDGS INC | 300,989 | $45.7B | 5.69% | |
| 7 | DYDYCOM INDS INC | 223,010 | $38.8B | 4.84% | |
| 8 | AGCOAGCO CORP | 409,957 | $38.3B | 4.77% | |
| 9 | TKRTIMKEN CO | 520,324 | $37.1B | 4.63% | |
| 10 | SAMBOSTON BEER INC | 121,972 | $36.6B | 4.56% | |
| 11 | AWIARMSTRONG WORLD INDS INC NEW | 248,807 | $35.2B | 4.38% | |
| 12 | MUSAMURPHY USA INC | 69,806 | $35.0B | 4.36% | |
| 13 | EPACENERPAC TOOL GROUP CORP | 843,394 | $34.7B | 4.32% | |
| 14 | DORMDORMAN PRODS INC | 253,345 | $32.8B | 4.09% | |
| 15 | LOBLIVE OAK BANCSHARES INC | 796,720 | $31.5B | 3.93% | |
| 16 | NGVTINGEVITY CORP | 686,490 | $28.0B | 3.49% | |
| 17 | SCLSTEPAN CO | 383,685 | $24.8B | 3.09% | |
| 18 | OXMOXFORD INDS INC | 257,787 | $20.3B | 2.53% | |
| 19 | THOTHOR INDS INC | 172,365 | $16.5B | 2.06% | |
| 20 | PIIPOLARIS INC | 284,957 | $16.4B | 2.05% | |
| 21 | AEISADVANCED ENERGY INDS | 115,668 | $13.4B | 1.67% | |
| 22 | BRBROADRIDGE FINL SOLUTIONS IN | 48,729 | $11.0B | 1.37% | |
| 23 | WSOWATSCO INC | 16,680 | $7.9B | 0.98% | |
| 24 | GNRCGENERAC HLDGS INC | 44,568 | $6.9B | 0.86% | |
| 25 | APGAPI GROUP CORP | 185,023 | $6.7B | 0.83% | |
| 26 | VMIVALMONT INDS INC | 21,188 | $6.5B | 0.81% | |
| 27 | SEICSEI INVTS CO | 66,649 | $5.5B | 0.68% | |
| 28 | FNDFLOOR & DECOR HLDGS INC | 42,518 | $4.2B | 0.53% | |
| 29 | TREXTREX CO INC | 58,001 | $4.0B | 0.50% | |
| 30 | IWMISHARES TR | 10,186 | $2.3B | 0.28% |