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SOUTHERNSUN ASSET MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago29 disclosed positions worth $742.8M
Portfolio value
$742.8M
Total holdings
29
New positions
0
Closed positions
2
Increased
14
Decreased
15
Turnover
6.9%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E EXTR Extreme Networks | $54.6M | 1.69M | 7.34% | Trimmed(-26.6%) |
| 2 | L LPX Louisiana-Pacific Corp | $45.4M | 577.7K | 6.12% | Added(+18.9%) |
| 3 | B BOOT Boot Barn Holdings Inc | $44.1M | 268.6K | 5.94% | Trimmed(-1.4%) |
| 4 | M MUSA Murphy USA Inc. | $43.1M | 80.0K | 5.80% | Trimmed(-5.7%) |
| 5 | C CXT Crane NXT | $42.4M | 829.2K | 5.71% | Added(+5.8%) |
| 6 | D DAR Darling Ingredients Inc. | $41.7M | 763.3K | 5.61% | Trimmed(-2.1%) |
| 7 | L LOB-PA Live Oak Bancshares Inc | $38.2M | 934.8K | 5.14% | Trimmed(-9.6%) |
| 8 | A AER AGCO Corp. | $36.6M | 305.5K | 4.92% | Added(+23.5%) |
| 9 | U USPH US Physical Therapy Inc | $36.2M | 527.8K | 4.88% | Added(+20.0%) |
| 10 | D DORM Dorman Products Inc | $35.9M | 263.4K | 4.84% | Added(+6.8%) |
| 11 | M MNESP MSA Safety Inc | $34.9M | 199.7K | 4.69% | Added(+17.1%) |
| 12 | A AWI Armstrong World Industries Inc | $32.2M | 200.9K | 4.34% | Added(+19.4%) |
| 13 | E EPAC Enerpac Tool Group | $30.5M | 850.2K | 4.10% | Added(+27.9%) |
| 14 | B BCO The Brink's Co. | $30.3M | 320.5K | 4.08% | Added(+1.2%) |
| 15 | C CSW CSW Industrials | $26.4M | 94.7K | 3.55% | Added(+7.2%) |
| 16 | S SAM The Boston Beer Co Inc | $23.3M | 131.9K | 3.14% | Added(+76.3%) |
| 17 | M MOD Modine Manufacturing Co | $20.5M | 76.6K | 2.75% | Trimmed(-30.5%) |
| 18 | N NGVT Ingevity Corp | $18.2M | 244.3K | 2.46% | Trimmed(-2.7%) |
| 19 | T THO Thor Industries Inc. | $18M | 239.0K | 2.42% | Added(+82.3%) |
| 20 | K KAI Kadant Inc | $15.3M | 48.7K | 2.06% | Added(+13.2%) |
| 21 | A AEIS Advanced Energy Industries Inc | $14.4M | 38.7K | 1.94% | Trimmed(-17.9%) |
| 22 | G GNRC Generac Holdings Inc | $11.8M | 40.4K | 1.59% | Trimmed(-17.2%) |
| 23 | A APG APi Group | $10.4M | 244.8K | 1.40% | Trimmed(-4.1%) |
| 24 | V VMI Valmont Industries Inc | $7.9M | 13.6K | 1.06% | Trimmed(-18.1%) |
| 25 | W WSO-B Watsco Inc | $7.4M | 17.9K | 1.00% | Trimmed(-4.3%) |
| 26 | O OSK Oshkosh Corp | $6.7M | 43.3K | 0.90% | Added(+39.9%) |
| 27 | B BR Broadridge Financial Solutions | $5.9M | 43.4K | 0.80% | Trimmed(-4.1%) |
| 28 | S SEIC SEI Investments Co | $5.6M | 63.7K | 0.75% | Trimmed(-5.5%) |
| 29 | F FND Floor & Decor Holdings | $5M | 83.7K | 0.67% | Trimmed(-4.2%) |