13FBOX
SOUTHERNSUN ASSET MANAGEMENT, LLC · 13F Holdings
Options Calculator Rankings

SOUTHERNSUN ASSET MANAGEMENT, LLC

No.3347 Data as of 2026Q2
Latest AUM (Q2 2026)
$742.8M
QoQ Change Q1 2026
+$52.9M+7.7%
Holdings
29
New Buys
0
Adds
14
Reduces
15
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EEXTREME NETWORKS INCEXTR
7.34%5.02%$54.6M1.7M$34.7M2.3M-612,483-26.65%Reduce
LOUISIANA PAC CORPLPX
6.12%5.12%$45.4M577,698$35.3M485,869+91,829+18.90%Add
BOOT BARN HLDGS INCBOOT
5.94%5.78%$44.1M268,599$39.9M272,348-3,749-1.38%Reduce
MURPHY USA INCMUSA
5.8%6.07%$43.1M79,962$41.9M84,797-4,835-5.70%Reduce
CRANE NXT COCXT
5.71%4.61%$42.4M829,182$31.8M783,808+45,374+5.79%Add
DDARLING INGREDIENTS INCDAR
5.61%6.99%$41.7M763,305$48.2M780,110-16,805-2.15%Reduce
LIVE OAK BANCSHARES INCLOB
5.14%4.95%$38.2M934,751$34.2M1.0M-98,788-9.56%Reduce
AAGCO CORPAGCO
4.92%4.15%$36.6M305,473$28.7M247,276+58,197+23.54%Add
UU S PHYSICAL THERAPYUSPH
4.88%4.78%$36.2M527,765$33.0M439,904+87,861+19.97%Add
DORMAN PRODS INCDORM
4.84%3.73%$35.9M263,383$25.7M246,521+16,862+6.84%Add
MSA SAFETY INCMSA
4.69%4.05%$34.9M199,654$28.0M170,520+29,134+17.09%Add
ARMSTRONG WORLD INDS INC NEWAWI
4.34%4.02%$32.2M200,875$27.7M168,278+32,597+19.37%Add
Enerpac Tool Group Corp CLASS A COMMONEPAC
4.1%3.51%$30.5M850,182$24.2M664,874+185,308+27.87%Add
BBRINKS COBCO
4.08%4.76%$30.3M320,542$32.8M316,643+3,899+1.23%Add
CCSW INDUSTRIALS INCCSW
3.55%3.34%$26.4M94,698$23.0M88,336+6,362+7.20%Add
BOSTON BEER INCSAM
3.14%2.5%$23.3M131,877$17.2M74,816+57,061+76.27%Add
MMODINE MFG COMOD
2.75%3.46%$20.5M76,603$23.9M110,286-33,683-30.54%Reduce
INGEVITY CORPNGVT
2.46%2.59%$18.2M244,260$17.9M251,051-6,791-2.71%Reduce
THOR INDS INCTHO
2.42%1.52%$18.0M238,971$10.5M131,107+107,864+82.27%Add
KADANT INCKAI
2.06%1.82%$15.3M48,681$12.6M43,018+5,663+13.16%Add
AADVANCED ENERGY INDS INCAEIS
1.94%2.2%$14.4M38,683$15.2M47,108-8,425-17.88%Reduce
GENERAC HLDGS INCGNRC
1.59%1.38%$11.8M40,377$9.5M48,743-8,366-17.16%Reduce
AAPI GROUP CORP COM STKAPG
1.4%1.5%$10.4M244,797$10.3M255,298-10,501-4.11%Reduce
VVALMONT INDS INCVMI
1.06%0.96%$7.9M13,601$6.6M16,597-2,996-18.05%Reduce
WWATSCO INCWSO
1%0.98%$7.4M17,853$6.8M18,646-793-4.25%Reduce
OSHKOSH CORPOSK
0.9%0.66%$6.7M43,332$4.6M30,980+12,352+39.87%Add
BROADRIDGE FINL SOLUTIONS INBR
0.8%1.07%$5.9M43,396$7.4M45,254-1,858-4.11%Reduce
SSEI INVTS COSEIC
0.75%0.77%$5.6M63,671$5.3M67,403-3,732-5.54%Reduce
FLOOR & DECOR HLDGS INCFND
0.67%0.64%$5.0M83,711$4.4M87,374-3,663-4.19%Reduce

🧭 Institutional Sector Flow Heatmap

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