News + Filings Holdings
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SOUTHERNSUN ASSET MANAGEMENT, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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DARLING INGREDIENTS INC.
| DAR | Common | 1,126,999 | 101,815 | 71,891,266,000 | 7,724,999,000 | 7.58 | 0.71 |
Hist
| 06/30/2023 |
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DYCOM INDUSTRIES INC
| DY | Common | 613,609 | 32,329 | 69,736,663,000 | 15,328,855,000 | 7.36 | 2.09 |
Hist
| 06/30/2023 |
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Murphy USA Inc.
| MUSA | COM | 187,295 | 23,948 | 58,269,347,000 | 12,607,327,000 | 6.15 | |
Hist
| 06/30/2023 |
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U S PHYSICAL THERAPY INC /NV
| USPH | Common | 461,491 | 176,299 | 56,020,392,000 | 32,911,284,000 | 5.91 | 3.54 |
Hist
| 06/30/2023 |
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TIMKEN CO
| TKR | Common | 541,793 | -210,596 | 49,590,313,000 | -3,581,018,000 | 5.23 | 0.75 |
Hist
| 06/30/2023 |
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Polaris Inc.
| PII | Common | 403,097 | -7,633 | 48,746,520,000 | 7,262,790,000 | 5.14 | |
Hist
| 06/30/2023 |
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Ingevity Corp
| NGVT | COM | 827,295 | 201,344 | 48,115,477,000 | 4,023,489,000 | 5.08 | 2.23 |
Hist
| 06/30/2023 |
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BRINKS CO
| BCO | Common | 688,531 | -14,863 | 46,703,058,000 | 8,923,766,000 | 4.93 | 1.48 |
Hist
| 06/30/2023 |
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AGCO CORP /DE
| AG | Common | 332,109 | 41,113 | 43,645,765,000 | 3,287,530,000 | 4.60 | 0.44 |
Hist
| 06/30/2023 |
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ENERPAC TOOL GROUP CORP
| EPAC | COM | 1,609,955 | -33,926 | 43,468,785,000 | 1,632,014,000 | 4.59 | 2.82 |
Hist
| 06/30/2023 |
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MGP INGREDIENTS INC
| MGPI | Common | 406,163 | 63,633 | 43,167,004,000 | 6,728,663,000 | 4.55 | 1.85 |
Hist
| 06/30/2023 |
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BOSTON BEER CO INC
| SAM | Common | 133,099 | 6,846 | 41,053,056,000 | -549,833,000 | 4.33 | 1.08 |
Hist
| 06/30/2023 |
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Boot Barn Holdings, Inc.
| BOOT | COM | 484,626 | 432,465 | 41,042,976,000 | 37,781,870,000 | 4.33 | 1.62 |
Hist
| 06/30/2023 |
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ARMSTRONG WORLD INDUSTRIES INC
| AWI | Common | 518,515 | 59,867 | 38,090,112,000 | 6,631,446,000 | 4.02 | |
Hist
| 06/30/2023 |
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THOR INDUSTRIES INC
| THO | Common | 349,335 | -79,165 | 36,156,173,000 | 3,808,708,000 | 3.81 | 0.65 |
Hist
| 06/30/2023 |
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BELDEN INC.
| BDC | Common | 374,181 | -79,669 | 35,790,413,000 | 3,158,598,000 | 3.78 | 0.88 |
Hist
| 06/30/2023 |
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STEPAN CO
| SCL | Common | 369,737 | -25,584 | 35,332,068,000 | -6,753,806,000 | 3.73 | 1.65 |
Hist
| 06/30/2023 |
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Dorman Products, Inc.
| DORM | COMMON | 406,327 | -4,141 | 32,030,757,000 | -1,163,790,000 | 3.38 | |
Hist
| 06/30/2023 |
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Live Oak Bancshares, Inc.
| LOB | COM | 1,097,071 | 723,089 | 28,863,938,000 | 17,569,682,000 | 3.05 | 2.48 |
Hist
| 06/30/2023 |
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MALIBU BOATS, INC.
| MBUU | COM CL A | 456,880 | 24,667 | 26,800,581,000 | 3,763,628,000 | 2.83 | 2.23 |
Hist
| 06/30/2023 |
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LOUISIANA-PACIFIC CORP
| LPX | Common | 241,164 | 241,164 | 18,082,477,000 | 18,082,477,000 | 1.91 | |
Hist
| 06/30/2023 |
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WATSCO INC
| WSO | Common | 25,640 | -2,477 | 9,780,891,000 | 2,768,511,000 | 1.03 | 0.07 |
Hist
| 06/30/2023 |
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BURLINGTON RESOURCES INC
| BR | Common | 56,040 | -4,970 | 9,281,905,000 | 1,098,634,000 | 0.98 | |
Hist
| 06/30/2023 |
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TREX CO INC
| TREX | Common | 109,777 | -18,379 | 7,196,980,000 | 1,772,137,000 | 0.76 | 0.10 |
Hist
| 06/30/2023 |
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SEI INVESTMENTS CO
| SEIC | Common | 80,173 | -7,534 | 4,779,914,000 | -333,404,000 | 0.50 | |
Hist
| 06/30/2023 |
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IDEX CORP /DE/
| IEX | Common | 19,645 | 1,627 | 4,228,783,000 | 114,733,000 | 0.45 | 0.03 |
Hist
| 06/30/2023 |
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Univar Solutions Inc.
| UNVR | COM | 0 | -1,468,670 | 0 | -46,703,706,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Crane NXT, Co.
| CR | Stock | 0 | -460,828 | 0 | -46,290,173,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WestRock Co
| WRK | COM | 0 | -192,509 | 0 | -6,768,616,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CLEAN HARBORS INC
| CLHB | Common | 0 | -127,857 | 0 | -14,591,041,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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