Data as of Q4 2025 (Dec 31, 2025)

SOUTHERNSUN ASSET MANAGEMENT, LLC

•CIK: 1089755•Filing: Q4 2025

**SOUTHERNSUN ASSET MANAGEMENT, LLC** manages $716M across a concentrated portfolio of 32 positions. The fund exhibits significant conviction in select names, with top holdings including BCO at $48.6M and DAR at $40.9M. Further notable allocations include USPH ($37.4M), MUSA ($37.3M), and LPX ($36.9M). This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM
$716.4M
QoQ Performance
-7.2%
Positions
32
Top 10 Concentration
51.5%
Latest Filing
Q4 2025

Top Holdings Allocation

BCO
DAR
USPH
MUSA
LPX
BCO6.8%
DAR5.7%
USPH5.2%
MUSA5.2%
LPX5.2%
LOB4.9%
BOOT4.8%
MOD4.6%

📈 Biggest Buys

CSW
CSW Industrials
NEW
2.7% of portfolio
KAI
Kadant Inc
NEW
1.8% of portfolio
EXTR
Extreme Networks
+46.9%
4.6% of portfolio
CXT
Crane NXT
+21.0%
4.4% of portfolio
LOB
Live Oak Bancshares Inc
+15.1%
4.9% of portfolio

📉 Biggest Sells

AEIS
Advanced Energy Industries Inc
-28.1%
3.6% of portfolio
NGVT
Ingevity Corp
-37.1%
2.3% of portfolio
BCO
The Brink's Co.
-13.2%
6.8% of portfolio
BOOT
Boot Barn Holdings Inc
-10.7%
4.8% of portfolio
MOD
Modine Manufacturing Co
-9.9%
4.6% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

TKR
Timken Co.
SOLD
$27.8M
DY
Dycom Industries Inc
SOLD
$12.0M
TREX
Trex Co
SOLD
$2.8M

Changes from Q3 2025

NEW4 new positions
↑10 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

BCO6.8%
The Brink's Co.
$48.6M
DAR5.7%
Darling Ingredients Inc.
$40.9M
USPH5.2%
US Physical Therapy Inc
$37.4M
MUSA5.2%
Murphy USA Inc.
$37.3M
LPX5.2%
Louisiana-Pacific Corp
$36.9M

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