Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SOUTHERNSUN ASSET MANAGEMENT, LLC (CIK 1089755) reported $689.9M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DAR ($48.2M, 6.99%), MUSA ($41.9M, 6.07%), BOOT ($39.9M, 5.78%), LPX ($35.3M, 5.12%), EXTR ($34.7M, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients Inc. | $48.2M | 6.99% | 780,110 | Trimmed |
| 2 | MUSA | Murphy USA Inc. | $41.9M | 6.07% | 84,797 | Trimmed |
| 3 | BOOT | Boot Barn Holdings Inc | $39.9M | 5.78% | 272,348 | Added |
| 4 | LPX | Louisiana-Pacific Corp | $35.3M | 5.12% | 485,869 | Added |
| 5 | EXTR | Extreme Networks | $34.7M | 5.02% | 2.3M | Added |
| 6 | LOB | Live Oak Bancshares Inc | $34.2M | 4.95% | 1.0M | Added |
| 7 | USPH | US Physical Therapy Inc | $33.0M | 4.78% | 439,904 | Trimmed |
| 8 | BCO | The Brink's Co. | $32.8M | 4.76% | 316,643 | Trimmed |
| 9 | CR | Crane NXT | $31.8M | 4.61% | 783,808 | Added |
| 10 | BDC | Belden Inc | $29.7M | 4.30% | 258,377 | Trimmed |
| 11 | AGCO | AGCO Corp. | $28.7M | 4.15% | 247,276 | Trimmed |
| 12 | MSA | MSA Safety Inc | $28.0M | 4.05% | 170,520 | Trimmed |
| 13 | AWI | Armstrong World Industries Inc | $27.7M | 4.02% | 168,278 | Added |
| 14 | DORM | Dorman Products Inc | $25.7M | 3.73% | 246,521 | Added |
| 15 | EPAC | Enerpac Tool Group | $24.2M | 3.51% | 664,874 | Added |
| 16 | MOD | Modine Manufacturing Co | $23.9M | 3.46% | 110,286 | Trimmed |
| 17 | CSW | CSW Industrials | $23.0M | 3.34% | 88,336 | Added |
| 18 | SCL | Stepan Co | $18.9M | 2.74% | 378,799 | Trimmed |
| 19 | NGVT | Ingevity Corp | $17.9M | 2.59% | 251,051 | Trimmed |
| 20 | SAM | The Boston Beer Co Inc | $17.2M | 2.50% | 74,816 | Trimmed |
| 21 | AEIS | Advanced Energy Industries Inc | $15.2M | 2.20% | 47,108 | Trimmed |
| 22 | KAI | Kadant Inc | $12.6M | 1.82% | 43,018 | Trimmed |
| 23 | THO | Thor Industries Inc. | $10.5M | 1.52% | 131,107 | Trimmed |
| 24 | APG | APi Group | $10.3M | 1.50% | 255,298 | Added |
| 25 | GNRC | Generac Holdings Inc | $9.5M | 1.38% | 48,743 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31