13FBOX
SOUTHERNSUN ASSET MANAGEMENT, LLC · 13F 持仓分析
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SOUTHERNSUN ASSET MANAGEMENT, LLC

No.3347 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.43亿
环比变动 Q1 2026
+$5,290.4万+7.7%
持仓股票数
29
新买入
0
加仓
14
减仓
15
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EEXTREME NETWORKSEXTR
7.34%5.02%$5,455.8万168.5万股$3,465.3万229.8万股-61.2万股-26.65%减仓
LOUISIANA PACLPX
6.12%5.12%$4,544.2万57.8万股$3,534.7万48.6万股+9.2万股+18.90%加仓
BOOT BARNBOOT
5.94%5.78%$4,412.3万26.9万股$3,986.1万27.2万股-3,749股-1.38%减仓
MURPHY USAMUSA
5.8%6.07%$4,308.9万8.0万股$4,188.7万8.5万股-4,835股-5.70%减仓
CRANE NXTCXT
5.71%4.61%$4,242.1万82.9万股$3,181.5万78.4万股+4.5万股+5.79%加仓
DDARLING INGREDIENTSDAR
5.61%6.99%$4,169.2万76.3万股$4,825.0万78.0万股-1.7万股-2.15%减仓
LIVE OAK BANCSHARESLOB
5.14%4.95%$3,817.5万93.5万股$3,417.9万103.4万股-9.9万股-9.56%减仓
AAGCOAGCO
4.92%4.15%$3,656.5万30.5万股$2,865.2万24.7万股+5.8万股+23.54%加仓
UU S PHYSICAL THERAPYUSPH
4.88%4.78%$3,624.7万52.8万股$3,297.5万44.0万股+8.8万股+19.97%加仓
DORMAN PRODSDORM
4.84%3.73%$3,593.9万26.3万股$2,572.7万24.7万股+1.7万股+6.84%加仓
MSA安全MSA
4.69%4.05%$3,485.6万20.0万股$2,795.7万17.1万股+2.9万股+17.09%加仓
ARMSTRONG WORLD INDS NEWAWI
4.34%4.02%$3,222.4万20.1万股$2,773.2万16.8万股+3.3万股+19.37%加仓
Enerpac Tool Group Corp CLASS A COMMONEPAC
4.1%3.51%$3,048.8万85.0万股$2,424.8万66.5万股+18.5万股+27.87%加仓
BBRINKSBCO
4.08%4.76%$3,028.8万32.1万股$3,281.4万31.7万股+3,899股+1.23%加仓
CCSW INDUSTRIALSCSW
3.55%3.34%$2,635.4万9.5万股$2,301.9万8.8万股+6,362股+7.20%加仓
BOSTON BEERSAM
3.14%2.5%$2,334.6万13.2万股$1,723.8万7.5万股+5.7万股+76.27%加仓
MMODINE MFGMOD
2.75%3.46%$2,045.5万7.7万股$2,390.0万11.0万股-3.4万股-30.54%减仓
INGEVITYNGVT
2.46%2.59%$1,823.9万24.4万股$1,788.2万25.1万股-6,791股-2.71%减仓
THOR INDSTHO
2.42%1.52%$1,796.1万23.9万股$1,047.4万13.1万股+10.8万股+82.27%加仓
KADANTKAI
2.06%1.82%$1,529.7万4.9万股$1,257.6万4.3万股+5,663股+13.16%加仓
AADVANCED ENERGY INDSAEIS
1.94%2.2%$1,442.4万3.9万股$1,520.2万4.7万股-8,425股-17.88%减仓
GeneracGNRC
1.59%1.38%$1,182.3万4.0万股$952.1万4.9万股-8,366股-17.16%减仓
AAPI COM STKAPG
1.4%1.5%$1,036.7万24.5万股$1,034.5万25.5万股-1.1万股-4.11%减仓
VVALMONT INDSVMI
1.06%0.96%$785.6万1.4万股$663.2万1.7万股-2,996股-18.05%减仓
WWATSCOWSO
1%0.98%$744.0万1.8万股$678.3万1.9万股-793股-4.25%减仓
OSHKOSHOSK
0.9%0.66%$665.1万4.3万股$456.1万3.1万股+1.2万股+39.87%加仓
BroadridgeBR
0.8%1.07%$594.3万4.3万股$735.3万4.5万股-1,858股-4.11%减仓
SSEI INVTSSEIC
0.75%0.77%$558.5万6.4万股$528.9万6.7万股-3,732股-5.54%减仓
FLOOR & DECORFND
0.67%0.64%$496.9万8.4万股$443.9万8.7万股-3,663股-4.19%减仓

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