SOUTHERNSUN ASSET MANAGEMENT, LLC
13F Reported Value
ⓘ$689.9M
Holdings
31
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SOUTHERNSUN ASSET MANAGEMENT, LLC disclosed 31 positions worth $689.9M in its Form 13F-HR for Q1 2026, led by $DAR (DARLING INGREDIENTS INC.) at 7.0% of the equity portfolio, followed by $MUSA and $BOOT. During the quarter the fund opened 0 new positions and exited 1. The portfolio is most concentrated in Industrials (36.9% of disclosed assets). All figures are sourced directly from SOUTHERNSUN ASSET MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1089755.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 46.6#1,643
Quality
$48.2M780,110 sh - 53.2#1,292
Quality
$41.9M84,797 sh - 73.5#195
Quality
$39.9M272,348 sh - 50.7
Quality
$35.3M485,869 sh - 52.0
Quality
$34.7M2,297,933 sh - —
Quality
$34.2M1,033,539 sh - 57.2
Quality
$33.0M439,904 sh - 52.0
Quality
$32.8M316,643 sh - 43.3
Quality
$31.8M783,808 sh - 57.4
Quality
$29.7M258,377 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DARLING INGREDIENTS INC.$DAR | 46.6#1,643 | $48.2M | 780,110 |
 Murphy USA Inc.$MUSA | 53.2#1,292 | $41.9M | 84,797 |
 Boot Barn Holdings, Inc.$BOOT | 73.5#195 | $39.9M | 272,348 |
 LOUISIANA-PACIFIC CORP$LPX | 50.7 | $35.3M | 485,869 |
 EXTREME NETWORKS INC$EXTR | 52.0 | $34.7M | 2,297,933 |
 Live Oak Bancshares, Inc.$LOB | — | $34.2M | 1,033,539 |
 U S PHYSICAL THERAPY INC /NV$USPH | 57.2 | $33.0M | 439,904 |
 BRINKS CO$BCO | 52.0 | $32.8M | 316,643 |
 Crane NXT, Co.$CXT | 43.3 | $31.8M | 783,808 |
 BELDEN INC.$BDC | 57.4 | $29.7M | 258,377 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SOUTHERNSUN ASSET MANAGEMENT, LLC's 31 positions.
Showing top 10 of 31 holdings.
Sector Allocation
Industrials
$254.4M
Materials
$99.4M
Consumer Discretionary
$93.0M
Healthcare
$78.8M
Consumer Staples
$65.5M
Technology
$59.4M
Financials
$39.5M
Full Holdings — SOUTHERNSUN ASSET MANAGEMENT, LLC (Q1 2026)
All 31 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DAR | DARLING INGREDIENTS INC. | $48.2M | 7.0% | -31% | 46.6 |
| 2 | $MUSA | Murphy USA Inc. | $41.9M | 6.1% | -8% | 53.2 |
| 3 | $BOOT | Boot Barn Holdings, Inc. | $39.9M | 5.8% | +41% | 73.5 |
| 4 | $LPX | LOUISIANA-PACIFIC CORP | $35.3M | 5.1% | +6% | 50.7 |
| 5 | $EXTR | EXTREME NETWORKS INC | $34.7M | 5.0% | +17% | 52 |
| 6 | $LOB | Live Oak Bancshares, Inc. | $34.2M | 5.0% | +0% | — |
| 7 | $USPH | U S PHYSICAL THERAPY INC /NV | $33.0M | 4.8% | -8% | 57.2 |
| 8 | $BCO | BRINKS CO | $32.8M | 4.8% | -24% | 52 |
| 9 | $CXT | Crane NXT, Co. | $31.8M | 4.6% | +17% | 43.3 |
| 10 | $BDC | BELDEN INC. | $29.7M | 4.3% | -8% | 57.4 |
| 11 |  $AGCO | AGCO CORP /DE | $28.7M | 4.2% | -8% | 50.7 |
| 12 |  $MSA | MSA Safety Inc | $28.0M | 4.0% | -8% | 59.1 |
| 13 |  $AWI | ARMSTRONG WORLD INDUSTRIES INC | $27.7M | 4.0% | +1% | 69.6 |
| 14 |  $DORM | Dorman Products, Inc. | $25.7M | 3.7% | +29% | 63.1 |
| 15 |  $EPAC | ENERPAC TOOL GROUP CORP | $24.2M | 3.5% | +11% | 47.8 |
| 16 |  $MOD | MODINE MANUFACTURING CO | $23.9M | 3.5% | -56% | 48.8 |
| 17 |  $CSW | CSW INDUSTRIALS, INC. | $23.0M | 3.3% | +32% | 64.1 |
| 18 |  $SCL | STEPAN CO | $18.9M | 2.7% | -7% | 41.2 |
| 19 |  $NGVT | Ingevity Corp | $17.9M | 2.6% | -8% | 52.7 |
| 20 |  $SAM | BOSTON BEER CO INC | $17.2M | 2.5% | -1% | 42.5 |
| 21 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $15.2M | 2.2% | -62% | 61.9 |
| 22 |  $KAI | KADANT INC | $12.6M | 1.8% | -4% | 57.3 |
| 23 |  $THO | THOR INDUSTRIES INC | $10.5M | 1.5% | -8% | 52.7 |
| 24 |  $APG | APi Group Corp | $10.3M | 1.5% | +1% | 61.3 |
| 25 |  $GNRC | GENERAC HOLDINGS INC. | $9.5M | 1.4% | -13% | 58.2 |
| 26 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $7.4M | 1.1% | +1% | 77.6 |
| 27 |  $WSO | WATSCO INC | $6.8M | 1.0% | +1% | 58.9 |
| 28 |  $VMI | VALMONT INDUSTRIES INC | $6.6M | 1.0% | -18% | 60.1 |
| 29 |  $SEIC | SEI INVESTMENTS CO | $5.3M | 0.8% | +1% | 77.9 |
| 30 |  $OSK | OSHKOSH CORP | $4.6M | 0.7% | +54% | 53 |
| 31 |  $FND | Floor & Decor Holdings, Inc. | $4.4M | 0.6% | +16% | 53.4 |
Exited Positions (1)
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