SOUTHERNSUN ASSET MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Darling Ingredients Inc.(DAR) | 0 | 780,110 | +780,110 | 0 | 48,249,804 | 6.99% | +48,249,804 |
| Boot Barn Holdings Inc | 0 | 272,348 | +272,348 | 0 | 39,860,853 | 5.78% | +39,860,853 |
| Murphy USA Inc.(MUSA) | 0 | 84,797 | +84,797 | 0 | 41,887,174 | 6.07% | +41,887,174 |
| CSW Industrials(CSW) | 0 | 88,336 | +88,336 | 0 | 23,018,595 | 3.34% | +23,018,595 |
| The Boston Beer Co Inc(SAM) | 0 | 74,816 | +74,816 | 0 | 17,237,606 | 2.50% | +17,237,606 |
| Dorman Products Inc(DORM) | 0 | 246,521 | +246,521 | 0 | 25,726,932 | 3.73% | +25,726,932 |
| Oshkosh Corp(OSK) | 0 | 30,980 | +30,980 | 0 | 4,560,566 | 0.66% | +4,560,566 |
| Generac Holdings Inc(GNRC) | 0 | 48,743 | +48,743 | 0 | 9,520,970 | 1.38% | +9,520,970 |
| Extreme Networks(EXTR) | 0 | 2,297,933 | +2,297,933 | 0 | 34,652,830 | 5.02% | +34,652,830 |
| Ingevity Corp(NGVT) | 0 | 251,051 | +251,051 | 0 | 17,882,363 | 2.59% | +17,882,363 |
| Enerpac Tool Group(EPAC) | 0 | 664,874 | +664,874 | 0 | 24,247,955 | 3.51% | +24,247,955 |
| APi Group(APG) | 0 | 255,298 | +255,298 | 0 | 10,344,675 | 1.50% | +10,344,675 |
| Watsco Inc(WSO) | 0 | 18,646 | +18,646 | 0 | 6,783,228 | 0.98% | +6,783,228 |
| AGCO Corp. | 0 | 247,276 | +247,276 | 0 | 28,651,870 | 4.15% | +28,651,870 |
| Crane NXT(CXT) | 0 | 783,808 | +783,808 | 0 | 31,814,767 | 4.61% | +31,814,767 |
| Floor & Decor Holdings(FND) | 0 | 87,374 | +87,374 | 0 | 4,438,599 | 0.64% | +4,438,599 |
| SEI Investments Co(SEIC) | 0 | 67,403 | +67,403 | 0 | 5,289,113 | 0.77% | +5,289,113 |
| Kadant Inc(KAI) | 0 | 43,018 | +43,018 | 0 | 12,576,312 | 1.82% | +12,576,312 |
| Stepan Co(SCL) | 0 | 378,799 | +378,799 | 0 | 18,932,374 | 2.74% | +18,932,374 |
| Live Oak Bancshares Inc(LOB) | 0 | 1,033,539 | +1,033,539 | 0 | 34,179,135 | 4.95% | +34,179,135 |
| Valmont Industries Inc(VMI) | 0 | 16,597 | +16,597 | 0 | 6,631,663 | 0.96% | +6,631,663 |
| Louisiana-Pacific Corp(LPX) | 0 | 485,869 | +485,869 | 0 | 35,346,970 | 5.12% | +35,346,970 |
| MSA Safety Inc(MSA) | 0 | 170,520 | +170,520 | 0 | 27,956,754 | 4.05% | +27,956,754 |
| Russell 2000 Index Fund | 0 | 0 | 0 | 0 | 0 | — | 0 |
| Broadridge Financial Solutions(BR) | 0 | 45,254 | +45,254 | 0 | 7,352,870 | 1.07% | +7,352,870 |
| Belden Inc | 0 | 258,377 | +258,377 | 0 | 29,669,442 | 4.30% | +29,669,442 |
| Armstrong World Industries Inc(AWI) | 0 | 168,278 | +168,278 | 0 | 27,732,214 | 4.02% | +27,732,214 |
| Thor Industries Inc.(THO) | 0 | 131,107 | +131,107 | 0 | 10,474,138 | 1.52% | +10,474,138 |
| US Physical Therapy Inc(USPH) | 0 | 439,904 | +439,904 | 0 | 32,975,204 | 4.78% | +32,975,204 |
| Modine Manufacturing Co(MOD) | 0 | 110,286 | +110,286 | 0 | 23,900,079 | 3.46% | +23,900,079 |
| Advanced Energy Industries Inc | 0 | 47,108 | +47,108 | 0 | 15,202,223 | 2.20% | +15,202,223 |
| The Brink's Co.(BCO) | 0 | 316,643 | +316,643 | 0 | 32,813,714 | 4.76% | +32,813,714 |