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SOUTHERNSUN ASSET MANAGEMENT, LLC

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13F filer, CIK 1089755, Memphis, TN

SOUTHERNSUN ASSET MANAGEMENT, LLC reported $690,777,053 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 56.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-043117

Period
2025-03-31
Reported value
$691M
Holdings
30
Top 10 weight
56.59%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MODnew+235,344$18.1M
EXTRnew+584,421$7.73M
BOOTadded+47,999$5.16M
AEISadded+34,696$3.31M
OXMadded+36,303$2.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PIIexited-284,957-$16.4M
DYreduced-43,318-$6.6M
EPACreduced-146,179-$6.56M
TKRreduced-72,877-$5.24M
DARreduced-129,721-$4.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001213900-25-043117, largest first. % of portfolio is the value over $690,777,053, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,932 shares; 2024Q4: 597,633 shares; 2025Q1: 569,730 shares 569,730$49.1M7.11%-27,903Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487,458 shares; 2024Q4: 1,567,052 shares; 2025Q1: 1,437,331 shares 1,437,331$44.9M6.5%-129,721Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,294 shares; 2024Q4: 474,910 shares; 2025Q1: 444,475 shares 444,475$44.6M6.45%-30,435Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,906 shares; 2024Q4: 484,363 shares; 2025Q1: 458,091 shares 458,091$42.1M6.1%-26,272Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,111 shares; 2024Q4: 571,809 shares; 2025Q1: 543,812 shares 543,812$39.4M5.7%-27,997Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,250 shares; 2024Q4: 300,989 shares; 2025Q1: 348,988 shares 348,988$37.5M5.43%+47,999Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,444 shares; 2024Q4: 409,957 shares; 2025Q1: 399,774 shares 399,774$37M5.36%-10,183Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,543 shares; 2024Q4: 248,807 shares; 2025Q1: 234,035 shares 234,035$33M4.77%-14,772Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,166 shares; 2024Q4: 520,324 shares; 2025Q1: 447,447 shares 447,447$32.2M4.66%-72,877Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,386 shares; 2024Q4: 843,394 shares; 2025Q1: 697,215 shares 697,215$31.3M4.53%-146,179Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,774 shares; 2024Q4: 69,806 shares; 2025Q1: 65,857 shares 65,857$30.9M4.48%-3,949Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,552 shares; 2024Q4: 223,010 shares; 2025Q1: 179,692 shares 179,692$27.4M3.96%-43,318Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,012 shares; 2024Q4: 253,345 shares; 2025Q1: 222,590 shares 222,590$26.8M3.88%-30,755Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,108 shares; 2024Q4: 121,972 shares; 2025Q1: 110,427 shares 110,427$26.4M3.82%-11,545Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,319 shares; 2024Q4: 686,490 shares; 2025Q1: 612,146 shares 612,146$24.2M3.51%-74,344Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,527 shares; 2024Q4: 796,720 shares; 2025Q1: 871,934 shares 871,934$23.2M3.37%+75,214Timeline
SCLSTEPAN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,447 shares; 2024Q4: 383,685 shares; 2025Q1: 376,009 shares 376,009$20.7M3%-7,676Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,344 shares 235,344$18.1M2.61%newTimeline
OXMOXFORD INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257,787 shares; 2025Q1: 294,090 shares 294,090$17.3M2.5%+36,303Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,971 shares; 2024Q4: 115,668 shares; 2025Q1: 150,364 shares 150,364$14.3M2.07%+34,696Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,953 shares; 2024Q4: 172,365 shares; 2025Q1: 162,215 shares 162,215$12.3M1.78%-10,150Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,177 shares; 2024Q4: 48,729 shares; 2025Q1: 47,444 shares 47,444$11.5M1.67%-1,285Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 584,421 shares 584,421$7.73M1.12%newTimeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,680 shares; 2025Q1: 14,263 shares 14,263$7.25M1.05%-2,417Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,978 shares; 2024Q4: 185,023 shares; 2025Q1: 185,388 shares 185,388$6.63M0.96%+365Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,267 shares; 2024Q4: 44,568 shares; 2025Q1: 50,597 shares 50,597$6.41M0.93%+6,029Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 21,188 shares; 2025Q1: 21,224 shares 21,224$6.06M0.88%+36Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,581 shares; 2024Q4: 66,649 shares; 2025Q1: 66,836 shares 66,836$5.19M0.75%+187Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,566 shares; 2024Q4: 42,518 shares; 2025Q1: 50,361 shares 50,361$4.05M0.59%+7,843Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,343 shares; 2024Q4: 58,001 shares; 2025Q1: 58,106 shares 58,106$3.38M0.49%+105Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PIIPOLARIS INC284,957$16.4Mshares
IWMISHARES TR10,186$2.25Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-25-043117 base2025-05-14acceptance time not in the bulk data set