Holders — by stockHoldings — by fund
SOUTHERNSUN ASSET MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001089755
$742.8M
disclosed book value
29
positions
7.3%
largest position share
Positions, as of 2026-06-30
top 29 of 29 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EXTRExtreme Networks | 1.7M | $54.6M | 7.3% |
| 2 | LPXLouisiana-Pacific Corp | 577,698 | $45.4M | 6.1% |
| 3 | BOOTBoot Barn Holdings Inc | 268,599 | $44.1M | 5.9% |
| 4 | MUSAMurphy USA Inc. | 79,962 | $43.1M | 5.8% |
| 5 | CXTCrane NXT | 829,182 | $42.4M | 5.7% |
| 6 | DARDarling Ingredients Inc. | 763,305 | $41.7M | 5.6% |
| 7 | LOBLive Oak Bancshares Inc | 934,751 | $38.2M | 5.1% |
| 8 | AGCOAGCO Corp. | 305,473 | $36.6M | 4.9% |
| 9 | USPHUS Physical Therapy Inc | 527,765 | $36.2M | 4.9% |
| 10 | DORMDorman Products Inc | 263,383 | $35.9M | 4.8% |
| 11 | MSAMSA Safety Inc | 199,654 | $34.9M | 4.7% |
| 12 | AWIArmstrong World Industries Inc | 200,875 | $32.2M | 4.3% |
| 13 | EPACEnerpac Tool Group | 850,182 | $30.5M | 4.1% |
| 14 | BCOThe Brink's Co. | 320,542 | $30.3M | 4.1% |
| 15 | CSWCSW Industrials | 94,698 | $26.4M | 3.5% |
| 16 | SAMThe Boston Beer Co Inc | 131,877 | $23.3M | 3.1% |
| 17 | MODModine Manufacturing Co | 76,603 | $20.5M | 2.8% |
| 18 | NGVTIngevity Corp | 244,260 | $18.2M | 2.5% |
| 19 | THOThor Industries Inc. | 238,971 | $18.0M | 2.4% |
| 20 | KAIKadant Inc | 48,681 | $15.3M | 2.1% |
| 21 | AEISAdvanced Energy Industries Inc | 38,683 | $14.4M | 1.9% |
| 22 | GNRCGenerac Holdings Inc | 40,377 | $11.8M | 1.6% |
| 23 | APGAPi Group | 244,797 | $10.4M | 1.4% |
| 24 | VMIValmont Industries Inc | 13,601 | $7.9M | 1.1% |
| 25 | WSOWatsco Inc | 17,853 | $7.4M | 1% |
| 26 | OSKOshkosh Corp | 43,332 | $6.7M | 0.9% |
| 27 | BRBroadridge Financial Solutions | 43,396 | $5.9M | 0.8% |
| 28 | SEICSEI Investments Co | 63,671 | $5.6M | 0.8% |
| 29 | FNDFloor & Decor Holdings | 83,711 | $5.0M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.