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SOUTHERNSUN ASSET MANAGEMENT, LLC

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13F filer, CIK 1089755, Memphis, TN

SOUTHERNSUN ASSET MANAGEMENT, LLC reported $742,814,647 across 29 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 56.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-089539

Period
2026-06-30
Reported value
$743M
Holdings
29
Top 10 weight
56.31%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SAMadded+57,061$10.1M
THOadded+107,864$8.11M
LPXadded+91,829$7.22M
AGCOadded+58,197$6.97M
EPACadded+185,308$6.65M

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
BDCexited-258,377-$29.7M
EXTRreduced-612,483-$19.8M
SCLexited-378,799-$18.9M
MODreduced-33,683-$8.99M
LOBreduced-98,788-$4.03M

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, Q2 2026

Share positions as resolved from 13F-HR 0001213900-26-089539, largest first. % of portfolio is the value over $742,814,647, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EXTREXTREME NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 584,421 shares; 2025Q2: 1,117,003 shares; 2025Q3: 1,341,400 shares; 2025Q4: 1,970,886 shares; 2026Q1: 2,297,933 shares; 2026Q2: 1,685,450 shares 1,685,450$54.6M7.34%-612,483Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478,906 shares; 2024Q4: 484,363 shares; 2025Q1: 458,091 shares; 2025Q2: 433,260 shares; 2025Q3: 428,042 shares; 2025Q4: 457,254 shares; 2026Q1: 485,869 shares; 2026Q2: 577,698 shares 577,698$45.4M6.12%+91,829Timeline
BOOTBOOT BARN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,250 shares; 2024Q4: 300,989 shares; 2025Q1: 348,988 shares; 2025Q2: 263,356 shares; 2025Q3: 216,337 shares; 2025Q4: 193,221 shares; 2026Q1: 272,348 shares; 2026Q2: 268,599 shares 268,599$44.1M5.94%-3,749Timeline
MUSAMURPHY USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,774 shares; 2024Q4: 69,806 shares; 2025Q1: 65,857 shares; 2025Q2: 74,908 shares; 2025Q3: 95,949 shares; 2025Q4: 92,328 shares; 2026Q1: 84,797 shares; 2026Q2: 79,962 shares 79,962$43.1M5.8%-4,835Timeline
CXTCRANE NXT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320,289 shares; 2025Q3: 552,183 shares; 2025Q4: 668,210 shares; 2026Q1: 783,808 shares; 2026Q2: 829,182 shares 829,182$42.4M5.71%+45,374Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,134,847 shares; 2026Q1: 780,110 shares; 2026Q2: 763,305 shares 763,305$41.7M5.61%-16,805Timeline
LOBLIVE OAK BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722,527 shares; 2024Q4: 796,720 shares; 2025Q1: 871,934 shares; 2025Q2: 899,729 shares; 2025Q3: 894,310 shares; 2025Q4: 1,029,108 shares; 2026Q1: 1,033,539 shares; 2026Q2: 934,751 shares 934,751$38.2M5.14%-98,788Timeline
AGCOAGCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,444 shares; 2024Q4: 409,957 shares; 2025Q1: 399,774 shares; 2025Q2: 351,879 shares; 2025Q3: 255,893 shares; 2025Q4: 270,075 shares; 2026Q1: 247,276 shares; 2026Q2: 305,473 shares 305,473$36.6M4.92%+58,197Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,111 shares; 2024Q4: 571,809 shares; 2025Q1: 543,812 shares; 2025Q2: 507,841 shares; 2025Q3: 505,222 shares; 2025Q4: 479,536 shares; 2026Q1: 439,904 shares; 2026Q2: 527,765 shares 527,765$36.2M4.88%+87,861Timeline
DORMDORMAN PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,012 shares; 2024Q4: 253,345 shares; 2025Q1: 222,590 shares; 2025Q2: 227,925 shares; 2025Q3: 200,359 shares; 2025Q4: 190,573 shares; 2026Q1: 246,521 shares; 2026Q2: 263,383 shares 263,383$35.9M4.84%+16,862Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,805 shares; 2025Q3: 170,013 shares; 2025Q4: 185,667 shares; 2026Q1: 170,520 shares; 2026Q2: 199,654 shares 199,654$34.9M4.69%+29,134Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,543 shares; 2024Q4: 248,807 shares; 2025Q1: 234,035 shares; 2025Q2: 176,921 shares; 2025Q3: 174,717 shares; 2025Q4: 166,745 shares; 2026Q1: 168,278 shares; 2026Q2: 200,875 shares 200,875$32.2M4.34%+32,597Timeline
EPACENERPAC TOOL GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,386 shares; 2024Q4: 843,394 shares; 2025Q1: 697,215 shares; 2025Q2: 492,132 shares; 2025Q3: 632,023 shares; 2025Q4: 600,682 shares; 2026Q1: 664,874 shares; 2026Q2: 850,182 shares 850,182$30.5M4.1%+185,308Timeline
BCOBRINKS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,932 shares; 2024Q4: 597,633 shares; 2025Q1: 569,730 shares; 2025Q2: 485,220 shares; 2025Q3: 479,199 shares; 2025Q4: 415,992 shares; 2026Q1: 316,643 shares; 2026Q2: 320,542 shares 320,542$30.3M4.08%+3,899Timeline
CSWCSW INDUSTRIALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,748 shares; 2026Q1: 88,336 shares; 2026Q2: 94,698 shares 94,698$26.4M3.55%+6,362Timeline
SAMBOSTON BEER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,108 shares; 2024Q4: 121,972 shares; 2025Q1: 110,427 shares; 2025Q2: 91,627 shares; 2025Q3: 90,168 shares; 2025Q4: 75,524 shares; 2026Q1: 74,816 shares; 2026Q2: 131,877 shares 131,877$23.3M3.14%+57,061Timeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235,344 shares; 2025Q2: 276,969 shares; 2025Q3: 275,633 shares; 2025Q4: 248,408 shares; 2026Q1: 110,286 shares; 2026Q2: 76,603 shares 76,603$20.5M2.75%-33,683Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673,319 shares; 2024Q4: 686,490 shares; 2025Q1: 612,146 shares; 2025Q2: 529,967 shares; 2025Q3: 433,706 shares; 2025Q4: 273,005 shares; 2026Q1: 251,051 shares; 2026Q2: 244,260 shares 244,260$18.2M2.46%-6,791Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,953 shares; 2024Q4: 172,365 shares; 2025Q1: 162,215 shares; 2025Q2: 154,286 shares; 2025Q3: 151,020 shares; 2025Q4: 142,474 shares; 2026Q1: 131,107 shares; 2026Q2: 238,971 shares 238,971$18M2.42%+107,864Timeline
KAIKADANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,033 shares; 2026Q1: 43,018 shares; 2026Q2: 48,681 shares 48,681$15.3M2.06%+5,663Timeline
AEISADVANCED ENERGY INDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,971 shares; 2024Q4: 115,668 shares; 2025Q1: 150,364 shares; 2025Q2: 196,636 shares; 2025Q3: 171,630 shares; 2025Q4: 123,450 shares; 2026Q1: 47,108 shares; 2026Q2: 38,683 shares 38,683$14.4M1.94%-8,425Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,267 shares; 2024Q4: 44,568 shares; 2025Q1: 50,597 shares; 2025Q2: 61,094 shares; 2025Q3: 49,187 shares; 2025Q4: 55,717 shares; 2026Q1: 48,743 shares; 2026Q2: 40,377 shares 40,377$11.8M1.59%-8,366Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,978 shares; 2024Q4: 185,023 shares; 2025Q1: 185,388 shares; 2025Q2: 196,864 shares; 2025Q3: 284,682 shares; 2025Q4: 252,771 shares; 2026Q1: 255,298 shares; 2026Q2: 244,797 shares 244,797$10.4M1.4%-10,501Timeline
VMIVALMONT INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,946 shares; 2024Q4: 21,188 shares; 2025Q1: 21,224 shares; 2025Q2: 23,866 shares; 2025Q3: 22,770 shares; 2025Q4: 20,228 shares; 2026Q1: 16,597 shares; 2026Q2: 13,601 shares 13,601$7.86M1.06%-2,996Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,489 shares; 2024Q4: 16,680 shares; 2025Q1: 14,263 shares; 2025Q2: 14,334 shares; 2025Q3: 16,256 shares; 2025Q4: 18,458 shares; 2026Q1: 18,646 shares; 2026Q2: 17,853 shares 17,853$7.44M1%-793Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,156 shares; 2026Q1: 30,980 shares; 2026Q2: 43,332 shares 43,332$6.65M0.9%+12,352Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,177 shares; 2024Q4: 48,729 shares; 2025Q1: 47,444 shares; 2025Q2: 46,768 shares; 2025Q3: 44,798 shares; 2025Q4: 44,800 shares; 2026Q1: 45,254 shares; 2026Q2: 43,396 shares 43,396$5.94M0.8%-1,858Timeline
SEICSEI INVTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,581 shares; 2024Q4: 66,649 shares; 2025Q1: 66,836 shares; 2025Q2: 66,950 shares; 2025Q3: 66,497 shares; 2025Q4: 66,490 shares; 2026Q1: 67,403 shares; 2026Q2: 63,671 shares 63,671$5.58M0.75%-3,732Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,566 shares; 2024Q4: 42,518 shares; 2025Q1: 50,361 shares; 2025Q2: 69,252 shares; 2025Q3: 66,383 shares; 2025Q4: 75,517 shares; 2026Q1: 87,374 shares; 2026Q2: 83,711 shares 83,711$4.97M0.67%-3,663Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
BDCBELDEN INC258,377$29.7Mshares
SCLSTEPAN CO378,799$18.9Mshares

How Q2 2026 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 0001213900-26-089539 base2026-08-14acceptance time not in the bulk data set