§ 13F · FUND PROFILE
SOUTHERNSUN ASSET MANAGEMENT, LLC.
AUM · $743M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EXTR | Extreme Networks | 1.69M | $55M | — | — |
| 2 | LPX | Louisiana-Pacific Corp | 578K | $45M | — | — |
| 3 | BOOT | Boot Barn Holdings Inc | 269K | $44M | — | — |
| 4 | MUSA | Murphy USA Inc. | 80K | $43M | — | — |
| 5 | CXT | Crane NXT | 829K | $42M | — | — |
| 6 | DAR | Darling Ingredients Inc. | 763K | $42M | — | — |
| 7 | LOB | Live Oak Bancshares Inc | 935K | $38M | — | — |
| 8 | AGCO | AGCO Corp. | 305K | $37M | — | — |
| 9 | USPH | US Physical Therapy Inc | 528K | $36M | — | — |
| 10 | DORM | Dorman Products Inc | 263K | $36M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUTHERNSUN SIGNAL
AC read
SOUTHERNSUN ASSET MANAGEMENT, LLC is a Other fund managing $743 million in assets. The fund runs a focused portfolio of just 29 positions.
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