SOUTHERNSUN ASSET MANAGEMENT, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| CSW Industrials | 0 | 66,748 | +66,748 | 0 | 19,592,540 | +19,592,540 |
| Kadant Inc | 0 | 45,033 | +45,033 | 0 | 12,835,306 | +12,835,306 |
| Extreme Networks | 0 | 1,970,886 | +1,970,886 | 0 | 32,815,252 | +32,815,252 |
| Darling Ingredients Inc. | 0 | 1,134,847 | +1,134,847 | 0 | 40,854,492 | +40,854,492 |
| Live Oak Bancshares Inc | 0 | 1,029,108 | +1,029,108 | 0 | 35,349,860 | +35,349,860 |
| Oshkosh Corp | 0 | 20,156 | +20,156 | 0 | 2,532,198 | +2,532,198 |
| Russell 2000 Index Fund | 0 | 8,800 | +8,800 | 0 | 2,166,208 | +2,166,208 |
| AGCO Corp. | 0 | 270,075 | +270,075 | 0 | 28,174,224 | +28,174,224 |
| MSA Safety Inc | 0 | 185,667 | +185,667 | 0 | 29,732,713 | +29,732,713 |
| Murphy USA Inc. | 0 | 92,328 | +92,328 | 0 | 37,256,195 | +37,256,195 |
| APi Group | 0 | 252,771 | +252,771 | 0 | 9,671,018 | +9,671,018 |
| SEI Investments Co | 0 | 66,490 | +66,490 | 0 | 5,453,510 | +5,453,510 |
| Floor & Decor Holdings | 0 | 75,517 | +75,517 | 0 | 4,598,230 | +4,598,230 |
| Watsco Inc | 0 | 18,458 | +18,458 | 0 | 6,219,423 | +6,219,423 |
| Generac Holdings Inc | 0 | 55,717 | +55,717 | 0 | 7,598,127 | +7,598,127 |
| Broadridge Financial Solutions | 0 | 44,800 | +44,800 | 0 | 9,998,016 | +9,998,016 |
| Valmont Industries Inc | 0 | 20,228 | +20,228 | 0 | 8,138,129 | +8,138,129 |
| Thor Industries Inc. | 0 | 142,474 | +142,474 | 0 | 14,627,806 | +14,627,806 |
| Louisiana-Pacific Corp | 0 | 457,254 | +457,254 | 0 | 36,927,833 | +36,927,833 |
| Boot Barn Holdings Inc | 0 | 193,221 | +193,221 | 0 | 34,097,710 | +34,097,710 |
| Stepan Co | 0 | 407,767 | +407,767 | 0 | 19,311,845 | +19,311,845 |
| Armstrong World Industries Inc | 0 | 166,745 | +166,745 | 0 | 31,864,970 | +31,864,970 |
| Belden Inc | 0 | 280,976 | +280,976 | 0 | 32,747,764 | +32,747,764 |
| Enerpac Tool Group | 0 | 600,682 | +600,682 | 0 | 22,970,080 | +22,970,080 |
| Advanced Energy Industries Inc | 0 | 123,450 | +123,450 | 0 | 25,846,727 | +25,846,727 |
| The Boston Beer Co Inc | 0 | 75,524 | +75,524 | 0 | 14,736,998 | +14,736,998 |
| US Physical Therapy Inc | 0 | 479,536 | +479,536 | 0 | 37,446,966 | +37,446,966 |
| Crane NXT | 0 | 668,210 | +668,210 | 0 | 31,452,645 | +31,452,645 |
| Modine Manufacturing Co | 0 | 248,408 | +248,408 | 0 | 33,164,952 | +33,164,952 |
| The Brink's Co. | 0 | 415,992 | +415,992 | 0 | 48,558,746 | +48,558,746 |
| Dorman Products Inc | 0 | 190,573 | +190,573 | 0 | 23,476,688 | +23,476,688 |
| Ingevity Corp | 0 | 273,005 | +273,005 | 0 | 16,156,436 | +16,156,436 |