SOUTHERNSUN ASSET MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1089755 · latest 13F-HR filed 2026-05-13
SOUTHERNSUN ASSET MANAGEMENT, LLC manages $689.9M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DAR (6.99%), MUSA (6.07%), BOOT (5.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 13, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$689.9M
Long-equity book
31
Distinct positions
2026-03-31
Filed 2026-05-13
+0 / −1 / ↑13 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Darling Ingredients Inc.$7.4M +18.1%
- Boot Barn Holdings Inc$5.8M +16.9%
- Murphy USA Inc.$4.6M +12.4%
- CSW Industrials$3.4M +17.5%
- The Boston Beer Co Inc$2.5M +17.0%
Top Trims
- The Brink's Co.-$15.7M -32.4%
- Advanced Energy Industries Inc-$10.6M -41.2%
- Modine Manufacturing Co-$9.3M -27.9%
- US Physical Therapy Inc-$4.5M -11.9%
- Thor Industries Inc.-$4.2M -28.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Darling Ingredients Inc. | DAR | 237266101 | $48.2M | 6.99% | 780,110 | SH |
| 2 | Murphy USA Inc. | MUSA | 626755102 | $41.9M | 6.07% | 84,797 | SH |
| 3 | Boot Barn Holdings Inc | BOOT | 099406100 | $39.9M | 5.78% | 272,348 | SH |
| 4 | Louisiana-Pacific Corp | LPX | 546347105 | $35.3M | 5.12% | 485,869 | SH |
| 5 | Extreme Networks | EXTR | 30226D106 | $34.7M | 5.02% | 2,297,933 | SH |
| 6 | Live Oak Bancshares Inc | LOB | 53803X105 | $34.2M | 4.95% | 1,033,539 | SH |
| 7 | US Physical Therapy Inc | USPH | 90337L108 | $33.0M | 4.78% | 439,904 | SH |
| 8 | The Brink's Co. | BCO | 109696104 | $32.8M | 4.76% | 316,643 | SH |
| 9 | Crane NXT | CXT | 224441105 | $31.8M | 4.61% | 783,808 | SH |
| 10 | Belden Inc | BDC | 077454106 | $29.7M | 4.30% | 258,377 | SH |
| 11 | AGCO Corp. | AGCO | 001084102 | $28.7M | 4.15% | 247,276 | SH |
| 12 | MSA Safety Inc | MSA | 553498106 | $28.0M | 4.05% | 170,520 | SH |
| 13 | Armstrong World Industries Inc | AWI | 04247X102 | $27.7M | 4.02% | 168,278 | SH |
| 14 | Dorman Products Inc | DORM | 258278100 | $25.7M | 3.73% | 246,521 | SH |
| 15 | Enerpac Tool Group | EPAC | 292765104 | $24.2M | 3.51% | 664,874 | SH |
| 16 | Modine Manufacturing Co | MOD | 607828100 | $23.9M | 3.46% | 110,286 | SH |
| 17 | CSW Industrials | CSW | 126402106 | $23.0M | 3.34% | 88,336 | SH |
| 18 | Stepan Co | SCL | 858586100 | $18.9M | 2.74% | 378,799 | SH |
| 19 | Ingevity Corp | NGVT | 45688C107 | $17.9M | 2.59% | 251,051 | SH |
| 20 | The Boston Beer Co Inc | SAM | 100557107 | $17.2M | 2.50% | 74,816 | SH |
| 21 | Advanced Energy Industries Inc | AEIS | 007973100 | $15.2M | 2.20% | 47,108 | SH |
| 22 | Kadant Inc | KAI | 48282T104 | $12.6M | 1.82% | 43,018 | SH |
| 23 | Thor Industries Inc. | THO | 885160101 | $10.5M | 1.52% | 131,107 | SH |
| 24 | APi Group | APG | 00187Y100 | $10.3M | 1.50% | 255,298 | SH |
| 25 | Generac Holdings Inc | GNRC | 368736104 | $9.5M | 1.38% | 48,743 | SH |
| 26 | Broadridge Financial Solutions | BR | 11133T103 | $7.4M | 1.07% | 45,254 | SH |
| 27 | Watsco Inc | WSO | 942622200 | $6.8M | 0.98% | 18,646 | SH |
| 28 | Valmont Industries Inc | VMI | 920253101 | $6.6M | 0.96% | 16,597 | SH |
| 29 | SEI Investments Co | SEIC | 784117103 | $5.3M | 0.77% | 67,403 | SH |
| 30 | Oshkosh Corp | OSK | 688239201 | $4.6M | 0.66% | 30,980 | SH |
| 31 | Floor & Decor Holdings | FND | 339750101 | $4.4M | 0.64% | 87,374 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $689.9M | 31 | 0001213900-26-055668 |
| 2025-12-31 | 2026-02-13 | $716.4M | 32 | 0001213900-26-015916 |
| 2025-09-30 | 2025-11-14 | $771.8M | 31 | 0001213900-25-110468 |