SOUTHERNSUN ASSET MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Crane NXT(CXT) | 320,289 | 552,183 | +231,894 | 17,263,577 | 37,034,914 | 4.80% | +19,771,337 |
| The Brink's Co.(BCO) | 485,220 | 479,199 | -6,021 | 43,325,294 | 55,999,195 | 7.26% | +12,673,901 |
| Modine Manufacturing Co(MOD) | 276,969 | 275,633 | -1,336 | 27,281,447 | 39,183,987 | 5.08% | +11,902,540 |
| Extreme Networks(EXTR) | 1,117,003 | 1,341,400 | +224,397 | 20,050,204 | 27,699,910 | 3.59% | +7,649,706 |
| Murphy USA Inc.(MUSA) | 74,908 | 95,949 | +21,041 | 30,472,574 | 37,253,159 | 4.83% | +6,780,585 |
| Enerpac Tool Group(EPAC) | 492,132 | 632,023 | +139,891 | 19,960,874 | 25,912,943 | 3.36% | +5,952,069 |
| MSA Safety Inc(MSA) | 139,805 | 170,013 | +30,208 | 23,421,532 | 29,254,137 | 3.79% | +5,832,605 |
| Armstrong World Industries Inc(AWI) | 176,921 | 174,717 | -2,204 | 28,739,047 | 34,246,279 | 4.44% | +5,507,232 |
| Live Oak Bancshares Inc(LOB) | 899,729 | 894,310 | -5,419 | 26,811,924 | 31,497,598 | 4.08% | +4,685,674 |
| Dorman Products Inc(DORM) | 227,925 | 200,359 | -27,566 | 27,959,560 | 31,231,961 | 4.05% | +3,272,401 |
| US Physical Therapy Inc(USPH) | 507,841 | 505,222 | -2,619 | 39,713,166 | 42,918,609 | 5.56% | +3,205,443 |
| Advanced Energy Industries Inc | 196,636 | 171,630 | -25,006 | 26,054,270 | 29,201,128 | 3.78% | +3,146,858 |
| Thor Industries Inc.(THO) | 154,286 | 151,020 | -3,266 | 13,702,140 | 15,659,264 | 2.03% | +1,957,124 |
| The Boston Beer Co Inc(SAM) | 91,627 | 90,168 | -1,459 | 17,483,348 | 19,063,319 | 2.47% | +1,579,971 |
| Ingevity Corp(NGVT) | 529,967 | 433,706 | -96,261 | 22,836,278 | 23,936,234 | 3.10% | +1,099,956 |
| Valmont Industries Inc(VMI) | 23,866 | 22,770 | -1,096 | 7,793,920 | 8,828,612 | 1.14% | +1,034,692 |
| Louisiana-Pacific Corp(LPX) | 433,260 | 428,042 | -5,218 | 37,256,027 | 38,027,251 | 4.93% | +771,224 |
| Timken Co.(TKR) | 376,106 | 370,037 | -6,069 | 27,286,490 | 27,819,382 | 3.60% | +532,892 |
| Watsco Inc(WSO) | 14,334 | 16,256 | +1,922 | 6,330,181 | 6,572,301 | 0.85% | +242,120 |
| APi Group(APG) | 196,864 | 284,682 | +87,818 | 10,049,907 | 9,784,520 | 1.27% | -265,387 |
| Floor & Decor Holdings(FND) | 69,252 | 66,383 | -2,869 | 5,260,382 | 4,892,427 | 0.63% | -367,955 |
| SEI Investments Co(SEIC) | 66,950 | 66,497 | -453 | 6,016,127 | 5,642,270 | 0.73% | -373,857 |
| Trex Co(TREX) | 58,175 | 53,987 | -4,188 | 3,163,557 | 2,789,508 | 0.36% | -374,049 |
| Generac Holdings Inc(GNRC) | 61,094 | 49,187 | -11,907 | 8,749,272 | 8,233,904 | 1.07% | -515,368 |
| Broadridge Financial Solutions(BR) | 46,768 | 44,798 | -1,970 | 11,366,027 | 10,669,540 | 1.38% | -696,487 |
| Stepan Co(SCL) | 406,011 | 446,656 | +40,645 | 22,160,080 | 21,305,491 | 2.76% | -854,589 |
| Belden Inc | 320,416 | 292,409 | -28,007 | 37,104,184 | 35,168,042 | 4.56% | -1,936,142 |
| Boot Barn Holdings Inc | 263,356 | 216,337 | -47,019 | 40,030,112 | 35,851,368 | 4.65% | -4,178,744 |
| Dycom Industries Inc(DY) | 74,662 | 41,027 | -33,635 | 18,246,646 | 11,970,038 | 1.55% | -6,276,608 |
| AGCO Corp. | 351,879 | 255,893 | -95,986 | 36,299,838 | 27,398,464 | 3.55% | -8,901,374 |
| Darling Ingredients Inc.(DAR) | 1,316,772 | 1,189,850 | -126,922 | 49,958,330 | 36,730,670 | 4.76% | -13,227,660 |