13F-HR filed by SOUTHERNSUN ASSET MANAGEMENT, LLC
SOUTHERNSUN ASSET MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 29 holding rows worth $867,471,383.
- Accession
- 0001213900-24-013730
- Filer
- CIK 1089755
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 29 entries on the cover page, a total value of $867,471,383 stated on the cover page (in dollars after the unit check, H1), rows summing to $867,471,383 with VALUE read as dollars as filed, 13F file number 028-03489. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DYCOM INDS INC COM | 267475101 | Stock | 559,059 | $64,342,100 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 1,168,110 | $58,218,602 | dollars as filed | |
| MGP INGREDIENTS INC NEW | 55303J106 | COM | 470,661 | $46,369,522 | dollars as filed | |
| U S PHYSICAL THERAPY | 90337L108 | COM | 479,214 | $44,633,992 | dollars as filed | |
| AGCO CORP | 001084102 | COM | 344,022 | $41,767,711 | dollars as filed | |
| BELDEN INC COM | 077454106 | Stock | 534,618 | $41,299,241 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 576,677 | $40,846,032 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 509,035 | $40,799,155 | dollars as filed | |
| BRINKS CO | 109696104 | COM | 460,617 | $40,511,265 | dollars as filed | |
| ENERPAC TOOL GROUP CORP CL A COM | 292765104 | Stock | 1,294,415 | $40,243,362 | dollars as filed | |
| LIVE OAK BANCSHARES INC | 53803X105 | COM | 854,090 | $38,861,095 | dollars as filed | |
| ARMSTRONG WORLD INDS INC NEW | 04247X102 | COM | 393,671 | $38,705,733 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 495,399 | $38,026,827 | dollars as filed | |
| BOSTON BEER INC CL A | 100557107 | Stock | 107,212 | $37,051,395 | dollars as filed | |
| INGEVITY CORP COM | 45688C107 | Stock | 744,115 | $35,137,110 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 272,074 | $32,172,751 | dollars as filed | |
| MURPHY USA INC COM | 626755102 | Stock | 89,507 | $31,914,616 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 323,100 | $30,620,187 | dollars as filed | |
| DORMAN PRODS INC | 258278100 | COM | 348,187 | $29,042,278 | dollars as filed | |
| STEPAN CO | 858586100 | COM | 306,380 | $28,968,229 | dollars as filed | |
| MALIBU BOATS INC A | 56117J100 | COMMON STOCK | 452,345 | $24,797,553 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 52,945 | $10,893,434 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 20,778 | $8,902,750 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 31,350 | $6,292,259 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 62,005 | $5,133,394 | dollars as filed | |
| SEI INVTS CO COM | 784117103 | Stock | 77,360 | $4,916,228 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 19,263 | $4,182,190 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 23,298 | $2,599,125 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 440 | $223,247 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-24-013730 | this filing | 2024-02-14 | acceptance time not in the bulk data set |