SOUTHERNSUN ASSET MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1089755 · latest 13F-HR filed 2026-08-14
SOUTHERNSUN ASSET MANAGEMENT, LLC manages $742.8M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EXTR (7.34%), LPX (6.12%), BOOT (5.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 2, added to 21, and trimmed 5.
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.
SUITE 800
MEMPHIS, TN 38103
$742.8M
Long-equity book
29
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −2 / ↑21 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Extreme Networks$19.9M +57.4%
- Crane NXT$10.6M +33.3%
- Dorman Products Inc$10.2M +39.7%
- Louisiana-Pacific Corp$10.1M +28.6%
- AGCO Corp.$7.9M +27.6%
Top Trims
- Darling Ingredients Inc.-$6.6M -13.6%
- Modine Manufacturing Co-$3.4M -14.4%
- The Brink's Co.-$2.5M -7.7%
- Broadridge Financial Solutions-$1.4M -19.2%
- Advanced Energy Industries Inc-$778.5K -5.1%
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 | Extreme Networks | EXTR | 30226D106 | $54.6M | 7.34% | 1,685,450 | SH |
| 2 | Louisiana-Pacific Corp | LPX | 546347105 | $45.4M | 6.12% | 577,698 | SH |
| 3 | Boot Barn Holdings Inc | BOOT | 099406100 | $44.1M | 5.94% | 268,599 | SH |
| 4 | Murphy USA Inc. | MUSA | 626755102 | $43.1M | 5.80% | 79,962 | SH |
| 5 | Crane NXT | CXT | 224441105 | $42.4M | 5.71% | 829,182 | SH |
| 6 | Darling Ingredients Inc. | DAR | 237266101 | $41.7M | 5.61% | 763,305 | SH |
| 7 | Live Oak Bancshares Inc | LOB | 53803X105 | $38.2M | 5.14% | 934,751 | SH |
| 8 | AGCO Corp. | AGCO | 001084102 | $36.6M | 4.92% | 305,473 | SH |
| 9 | US Physical Therapy Inc | USPH | 90337L108 | $36.2M | 4.88% | 527,765 | SH |
| 10 | Dorman Products Inc | DORM | 258278100 | $35.9M | 4.84% | 263,383 | SH |
| 11 | MSA Safety Inc | MSA | 553498106 | $34.9M | 4.69% | 199,654 | SH |
| 12 | Armstrong World Industries Inc | AWI | 04247X102 | $32.2M | 4.34% | 200,875 | SH |
| 13 | Enerpac Tool Group | EPAC | 292765104 | $30.5M | 4.10% | 850,182 | SH |
| 14 | The Brink's Co. | BCO | 109696104 | $30.3M | 4.08% | 320,542 | SH |
| 15 | CSW Industrials | CSW | 126402106 | $26.4M | 3.55% | 94,698 | SH |
| 16 | The Boston Beer Co Inc | SAM | 100557107 | $23.3M | 3.14% | 131,877 | SH |
| 17 | Modine Manufacturing Co | MOD | 607828100 | $20.5M | 2.75% | 76,603 | SH |
| 18 | Ingevity Corp | NGVT | 45688C107 | $18.2M | 2.46% | 244,260 | SH |
| 19 | Thor Industries Inc. | THO | 885160101 | $18.0M | 2.42% | 238,971 | SH |
| 20 | Kadant Inc | KAI | 48282T104 | $15.3M | 2.06% | 48,681 | SH |
| 21 | Advanced Energy Industries Inc | AEIS | 007973100 | $14.4M | 1.94% | 38,683 | SH |
| 22 | Generac Holdings Inc | GNRC | 368736104 | $11.8M | 1.59% | 40,377 | SH |
| 23 | APi Group | APG | 00187Y100 | $10.4M | 1.40% | 244,797 | SH |
| 24 | Valmont Industries Inc | VMI | 920253101 | $7.9M | 1.06% | 13,601 | SH |
| 25 | Watsco Inc | WSO | 942622200 | $7.4M | 1.00% | 17,853 | SH |
| 26 | Oshkosh Corp | OSK | 688239201 | $6.7M | 0.90% | 43,332 | SH |
| 27 | Broadridge Financial Solutions | BR | 11133T103 | $5.9M | 0.80% | 43,396 | SH |
| 28 | SEI Investments Co | SEIC | 784117103 | $5.6M | 0.75% | 63,671 | SH |
| 29 | Floor & Decor Holdings | FND | 339750101 | $5.0M | 0.67% | 83,711 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $742.8M | 29 | 0001213900-26-089539 |
| 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 |