SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 1089755 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- DY7.42%
- DAR6.71%
- MGPI5.35%
- USPH5.15%
- AGCO4.81%
- BDC4.76%
- LPX4.71%
- TKR4.70%
- BCO4.67%
- EPAC4.64%
Share classes counted separately52.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUSAWeight decreased · -2.14 pp5.82% → 3.68%Shares -55.75K (-38.38%)
- LPXWeight increased · +1.45 pp3.26% → 4.71%Shares +72.91K (+14.47%)
- DYWeight increased · +1.17 pp6.25% → 7.42%Shares -40.78K (-6.80%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DYDYCOM INDUSTRIES INC View history and evidence | $64.34M | 7.42% | 559.06K shares | 6.25% → 7.42%+1.17 pp -40.78K (-6.80%) | Reduced | ↗▾ |
| 02 | DARDARLING INGREDIENTS INC View history and evidence | $58.22M | 6.71% | 1.17M shares | 6.72% → 6.71%-0.01 pp +68.80K (+6.26%) | Added | ↗▾ |
| 03 | MGPIMGP INGREDIENTS INC View history and evidence | $46.37M | 5.35% | 470.66K shares | 5.34% → 5.35%+0.01 pp +38.40K (+8.88%) | Added | ↗▾ |
| 04 | USPHU.S. PHYSICAL THERAPY INC View history and evidence | $44.63M | 5.15% | 479.21K shares | 4.86% → 5.15%+0.29 pp +26.76K (+5.91%) | Added | ↗▾ |
| 05 | AGCOAGCO CORP View history and evidence | $41.77M | 4.81% | 344.02K shares | 5.04% → 4.81%-0.23 pp -19.45K (-5.35%) | Reduced | ↗▾ |
| 06 | BDCBELDEN INC View history and evidence | $41.30M | 4.76% | 534.62K shares | 5.24% → 4.76%-0.48 pp +71.12K (+15.34%) | Added | ↗▾ |
| 07 | LPXLOUISIANA-PACIFIC CORP View history and evidence | $40.85M | 4.71% | 576.68K shares | 3.26% → 4.71%+1.45 pp +72.91K (+14.47%) | Added | ↗▾ |
| 08 | TKRTIMKEN CO View history and evidence | $40.80M | 4.70% | 509.04K shares | 4.67% → 4.70%+0.03 pp -33.51K (-6.18%) | Reduced | ↗▾ |
| 09 | BCOBRINK'S CO/THE View history and evidence | $40.51M | 4.67% | 460.62K shares | 4.74% → 4.67%-0.07 pp -96.07K (-17.26%) | Reduced | ↗▾ |
| 10 | EPACENERPAC TOOL GROUP CORP View history and evidence | $40.24M | 4.64% | 1.29M shares | 5.14% → 4.64%-0.50 pp -365.32K (-22.01%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1089755 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 867471383
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.