SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 1089755 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- DY7.29%
- DAR6.93%
- USPH5.77%
- BOOT5.74%
- BDC5.47%
- MGPI5.35%
- LPX5.16%
- SAM4.93%
- BCO4.85%
- TKR4.74%
Share classes counted separately56.23%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BOOTWeight increased · +1.36 pp4.38% → 5.74%Shares +45.93K (+9.27%)
- LOBWeight decreased · -0.72 pp4.48% → 3.76%Shares -40.77K (-4.77%)
- BDCWeight increased · +0.71 pp4.76% → 5.47%Shares -3.91K (-0.73%)
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 27
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 | $65.47M | 7.29% | 456.14K shares | 7.42% → 7.29%-0.13 pp -102.92K (-18.41%) | Reduced | ↗▾ |
| 02 | DARDARLING INGREDIENTS INC View history and evidence | $62.19M | 6.93% | 1.34M shares | 6.71% → 6.93%+0.22 pp +169.03K (+14.47%) | Added | ↗▾ |
| 03 | USPHU.S. PHYSICAL THERAPY INC View history and evidence | $51.82M | 5.77% | 459.12K shares | 5.15% → 5.77%+0.62 pp -20.09K (-4.19%) | Reduced | ↗▾ |
| 04 | BOOTBOOT BARN HOLDINGS INC View history and evidence | $51.51M | 5.74% | 541.33K shares | 4.38% → 5.74%+1.36 pp +45.93K (+9.27%) | Added | ↗▾ |
| 05 | BDCBELDEN INC View history and evidence | $49.15M | 5.47% | 530.71K shares | 4.76% → 5.47%+0.71 pp -3.91K (-0.73%) | Reduced | ↗▾ |
| 06 | MGPIMGP INGREDIENTS INC View history and evidence | $48.03M | 5.35% | 557.68K shares | 5.35% → 5.35%+0.00 pp +87.02K (+18.49%) | Added | ↗▾ |
| 07 | LPXLOUISIANA-PACIFIC CORP View history and evidence | $46.33M | 5.16% | 552.08K shares | 4.71% → 5.16%+0.45 pp -24.59K (-4.26%) | Reduced | ↗▾ |
| 08 | SAMBOSTON BEER COMPANY INC-A View history and evidence | $44.26M | 4.93% | 145.39K shares | 4.27% → 4.93%+0.66 pp +38.17K (+35.61%) | Added | ↗▾ |
| 09 | BCOBRINK'S CO/THE View history and evidence | $43.55M | 4.85% | 471.41K shares | 4.67% → 4.85%+0.18 pp +10.79K (+2.34%) | Added | ↗▾ |
| 10 | TKRTIMKEN CO View history and evidence | $42.57M | 4.74% | 486.86K shares | 4.70% → 4.74%+0.04 pp -22.18K (-4.36%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -31,350 | -$6.29M | SEC filing ↗ | SEC filing ↗ |
| MDY STATE STREET SPDR S&P MIDCAP | Non-derivative | -440 | -$223.25K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1089755 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 897957459
}Take these holdings further.
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