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SOUTHERNSUN ASSET MANAGEMENT, LLC

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13F filer, CIK 1089755, Memphis, TN

SOUTHERNSUN ASSET MANAGEMENT, LLC reported $771,776,425 across 31 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 50.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-110468

Period
2025-09-30
Reported value
$772M
Holdings
31
Top 10 weight
50.85%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CXTadded+231,894$15.6M
MUSAadded+21,041$8.17M
EPACadded+139,891$5.74M
MSAadded+30,208$5.2M
EXTRadded+224,397$4.63M

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
AGCOreduced-95,986-$10.3M
DYreduced-33,635-$9.81M
BOOTreduced-47,019-$7.79M
NGVTreduced-96,261-$5.31M
DORMreduced-27,566-$4.3M

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, Q3 2025

Share positions as resolved from 13F-HR 0001213900-25-110468, largest first. % of portfolio is the value over $771,776,425, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,932 shares; 2024Q4: 597,633 shares; 2025Q1: 569,730 shares; 2025Q2: 485,220 shares; 2025Q3: 479,199 shares 479,199$56M7.26%-6,021Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,111 shares; 2024Q4: 571,809 shares; 2025Q1: 543,812 shares; 2025Q2: 507,841 shares; 2025Q3: 505,222 shares 505,222$42.9M5.56%-2,619Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,344 shares; 2025Q2: 276,969 shares; 2025Q3: 275,633 shares 275,633$39.2M5.08%-1,336Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,906 shares; 2024Q4: 484,363 shares; 2025Q1: 458,091 shares; 2025Q2: 433,260 shares; 2025Q3: 428,042 shares 428,042$38M4.93%-5,218Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,774 shares; 2024Q4: 69,806 shares; 2025Q1: 65,857 shares; 2025Q2: 74,908 shares; 2025Q3: 95,949 shares 95,949$37.3M4.83%+21,041Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320,289 shares; 2025Q3: 552,183 shares 552,183$37M4.8%+231,894Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487,458 shares; 2024Q4: 1,567,052 shares; 2025Q1: 1,437,331 shares; 2025Q2: 1,316,772 shares; 2025Q3: 1,189,850 shares 1,189,850$36.7M4.76%-126,922Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,250 shares; 2024Q4: 300,989 shares; 2025Q1: 348,988 shares; 2025Q2: 263,356 shares; 2025Q3: 216,337 shares 216,337$35.9M4.65%-47,019Timeline
BDCBELDEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,294 shares; 2024Q4: 474,910 shares; 2025Q1: 444,475 shares; 2025Q2: 320,416 shares; 2025Q3: 292,409 shares 292,409$35.2M4.56%-28,007Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,543 shares; 2024Q4: 248,807 shares; 2025Q1: 234,035 shares; 2025Q2: 176,921 shares; 2025Q3: 174,717 shares 174,717$34.2M4.44%-2,204Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,527 shares; 2024Q4: 796,720 shares; 2025Q1: 871,934 shares; 2025Q2: 899,729 shares; 2025Q3: 894,310 shares 894,310$31.5M4.08%-5,419Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,012 shares; 2024Q4: 253,345 shares; 2025Q1: 222,590 shares; 2025Q2: 227,925 shares; 2025Q3: 200,359 shares 200,359$31.2M4.05%-27,566Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,805 shares; 2025Q3: 170,013 shares 170,013$29.3M3.79%+30,208Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,971 shares; 2024Q4: 115,668 shares; 2025Q1: 150,364 shares; 2025Q2: 196,636 shares; 2025Q3: 171,630 shares 171,630$29.2M3.78%-25,006Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,166 shares; 2024Q4: 520,324 shares; 2025Q1: 447,447 shares; 2025Q2: 376,106 shares; 2025Q3: 370,037 shares 370,037$27.8M3.6%-6,069Timeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 584,421 shares; 2025Q2: 1,117,003 shares; 2025Q3: 1,341,400 shares 1,341,400$27.7M3.59%+224,397Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,444 shares; 2024Q4: 409,957 shares; 2025Q1: 399,774 shares; 2025Q2: 351,879 shares; 2025Q3: 255,893 shares 255,893$27.4M3.55%-95,986Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,386 shares; 2024Q4: 843,394 shares; 2025Q1: 697,215 shares; 2025Q2: 492,132 shares; 2025Q3: 632,023 shares 632,023$25.9M3.36%+139,891Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673,319 shares; 2024Q4: 686,490 shares; 2025Q1: 612,146 shares; 2025Q2: 529,967 shares; 2025Q3: 433,706 shares 433,706$23.9M3.1%-96,261Timeline
SCLSTEPAN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,447 shares; 2024Q4: 383,685 shares; 2025Q1: 376,009 shares; 2025Q2: 406,011 shares; 2025Q3: 446,656 shares 446,656$21.3M2.76%+40,645Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,108 shares; 2024Q4: 121,972 shares; 2025Q1: 110,427 shares; 2025Q2: 91,627 shares; 2025Q3: 90,168 shares 90,168$19.1M2.47%-1,459Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,953 shares; 2024Q4: 172,365 shares; 2025Q1: 162,215 shares; 2025Q2: 154,286 shares; 2025Q3: 151,020 shares 151,020$15.7M2.03%-3,266Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,552 shares; 2024Q4: 223,010 shares; 2025Q1: 179,692 shares; 2025Q2: 74,662 shares; 2025Q3: 41,027 shares 41,027$12M1.55%-33,635Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,177 shares; 2024Q4: 48,729 shares; 2025Q1: 47,444 shares; 2025Q2: 46,768 shares; 2025Q3: 44,798 shares 44,798$10.7M1.38%-1,970Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,978 shares; 2024Q4: 185,023 shares; 2025Q1: 185,388 shares; 2025Q2: 196,864 shares; 2025Q3: 284,682 shares 284,682$9.78M1.27%+87,818Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,946 shares; 2024Q4: 21,188 shares; 2025Q1: 21,224 shares; 2025Q2: 23,866 shares; 2025Q3: 22,770 shares 22,770$8.83M1.14%-1,096Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,267 shares; 2024Q4: 44,568 shares; 2025Q1: 50,597 shares; 2025Q2: 61,094 shares; 2025Q3: 49,187 shares 49,187$8.23M1.07%-11,907Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,489 shares; 2024Q4: 16,680 shares; 2025Q1: 14,263 shares; 2025Q2: 14,334 shares; 2025Q3: 16,256 shares 16,256$6.57M0.85%+1,922Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,581 shares; 2024Q4: 66,649 shares; 2025Q1: 66,836 shares; 2025Q2: 66,950 shares; 2025Q3: 66,497 shares 66,497$5.64M0.73%-453Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,566 shares; 2024Q4: 42,518 shares; 2025Q1: 50,361 shares; 2025Q2: 69,252 shares; 2025Q3: 66,383 shares 66,383$4.89M0.63%-2,869Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,343 shares; 2024Q4: 58,001 shares; 2025Q1: 58,106 shares; 2025Q2: 58,175 shares; 2025Q3: 53,987 shares 53,987$2.79M0.36%-4,188Timeline

How Q3 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 0001213900-25-110468 base2025-11-14acceptance time not in the bulk data set