SOUTHERNSUN ASSET MANAGEMENT, LLC Long-Term Concentrated

Location: Memphis, TN

CIK: 0001089755 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $3.285B (100.0% shares, 0.0% debt)

Holdings (32)

— URS Corp. 5.7%

Value $186M Shares 3,938,676 Est. Cost — Unrealized —

CNC Centene Corp. 5.5%

Value $181M Shares 3,445,655 Est. Cost — Unrealized —

— Chicago Bridge & Iron 5.5%

Value $181M Shares 3,027,588 Est. Cost — Unrealized —

TRN Trinity Industries Inc. 5.4%

Value $177M Shares 4,602,023 Est. Cost — Unrealized —

AGCO AGCO Corp. 5.3%

Value $174M Shares 3,471,693 Est. Cost — Unrealized —

DAR Darling International 5.0%

Value $166M Shares 8,888,540 Est. Cost — Unrealized —

AMG Affiliated Managers Group 4.5%

Value $149M Shares 908,511 Est. Cost — Unrealized —

THO Thor Industries, Inc. 4.2%

Value $139M Shares 2,826,094 Est. Cost — Unrealized —

COLM Columbia Sportswear 3.8%

Value $124M Shares 1,983,128 Est. Cost — Unrealized —

— Iconix Brand Group 3.6%

Value $118M Shares 4,019,153 Est. Cost — Unrealized —

— Carbo Ceramics 3.4%

Value $111M Shares 1,651,138 Est. Cost — Unrealized —

— Diebold Inc. 3.2%

Value $104M Shares 3,078,170 Est. Cost — Unrealized —

— Hill-Rom Holdings, Inc. 3.1%

Value $101M Shares 3,005,152 Est. Cost — Unrealized —

BCO Brink's Company 3.1%

Value $101M Shares 3,952,383 Est. Cost — Unrealized —

NDSN Nordson Corp. 3.0%

Value $99.43M Shares 1,434,614 Est. Cost — Unrealized —

— Newfield Exploration 3.0%

Value $99.33M Shares 4,158,023 Est. Cost — Unrealized —

OGE OGE Energy Corp. 3.0%

Value $97.97M Shares 1,436,451 Est. Cost — Unrealized —

PII Polaris Industries Inc. 2.9%

Value $95.89M Shares 1,009,371 Est. Cost — Unrealized —

BR Broadridge Financial Solutions 2.9%

Value $95.44M Shares 3,590,706 Est. Cost — Unrealized —

— Safeway Inc. 2.4%

Value $80.33M Shares 3,395,347 Est. Cost — Unrealized —

MIDD Middleby Corp. 2.4%

Value $79.03M Shares 464,618 Est. Cost — Unrealized —

KOP Koppers Holdings Inc. 2.4%

Value $78.5M Shares 2,056,091 Est. Cost — Unrealized —

IEX IDEX Corp. 2.4%

Value $78.32M Shares 1,455,502 Est. Cost — Unrealized —

— Sanderson Farms, Inc. 2.3%

Value $76.31M Shares 1,148,823 Est. Cost — Unrealized —

— Intrepid Potash Inc 2.3%

Value $74.99M Shares 3,936,350 Est. Cost — Unrealized —

TKR Timken Co. 2.0%

Value $65.72M Shares 1,167,828 Est. Cost — Unrealized —

WU Western Union Co. 1.6%

Value $52.19M Shares 3,050,436 Est. Cost — Unrealized —

— MeadWestvaco Corp. 1.4%

Value $46.8M Shares 1,372,128 Est. Cost — Unrealized —

FLS Flowserve Corp. 1.4%

Value $45.59M Shares 844,121 Est. Cost — Unrealized —

— Hanesbrands Inc 1.2%

Value $39.47M Shares 767,653 Est. Cost — Unrealized —

— Pentair, Ltd. 1.1%

Value $35.3M Shares 611,949 Est. Cost — Unrealized —

— Tidewater Inc 1.0%

Value $32.77M Shares 575,187 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	URS Corp.	3,938,676	$186M	5.7%	—	—	COM	903236107
CNC	Centene Corp.	3,445,655	$181M	5.5%	—	—	COM	15135B101
—	Chicago Bridge & Iron	3,027,588	$181M	5.5%	—	—	COM	167250109
TRN	Trinity Industries Inc.	4,602,023	$177M	5.4%	—	—	COM	896522109
AGCO	AGCO Corp.	3,471,693	$174M	5.3%	—	—	COM	001084102
DAR	Darling International	8,888,540	$166M	5.0%	—	—	COM	237266101
AMG	Affiliated Managers Group	908,511	$149M	4.5%	—	—	COM	008252108
THO	Thor Industries, Inc.	2,826,094	$139M	4.2%	—	—	COM	885160101
COLM	Columbia Sportswear	1,983,128	$124M	3.8%	—	—	COM	198516106
—	Iconix Brand Group	4,019,153	$118M	3.6%	—	—	COM	451055107
—	Carbo Ceramics	1,651,138	$111M	3.4%	—	—	COM	140781105
—	Diebold Inc.	3,078,170	$104M	3.2%	—	—	COM	253651103
—	Hill-Rom Holdings, Inc.	3,005,152	$101M	3.1%	—	—	COM	431475102
BCO	Brink's Company	3,952,383	$101M	3.1%	—	—	COM	109696104
NDSN	Nordson Corp.	1,434,614	$99.43M	3.0%	—	—	COM	655663102
—	Newfield Exploration	4,158,023	$99.33M	3.0%	—	—	COM	651290108
OGE	OGE Energy Corp.	1,436,451	$97.97M	3.0%	—	—	COM	670837103
PII	Polaris Industries Inc.	1,009,371	$95.89M	2.9%	—	—	COM	731068102
BR	Broadridge Financial Solutions	3,590,706	$95.44M	2.9%	—	—	COM	11133T103
—	Safeway Inc.	3,395,347	$80.33M	2.4%	—	—	COM	786514208
MIDD	Middleby Corp.	464,618	$79.03M	2.4%	—	—	COM	596278101
KOP	Koppers Holdings Inc.	2,056,091	$78.5M	2.4%	—	—	COM	50060P106
IEX	IDEX Corp.	1,455,502	$78.32M	2.4%	—	—	COM	45167R104
—	Sanderson Farms, Inc.	1,148,823	$76.31M	2.3%	—	—	COM	800013104
—	Intrepid Potash Inc	3,936,350	$74.99M	2.3%	—	—	COM	46121Y102
TKR	Timken Co.	1,167,828	$65.72M	2.0%	—	—	COM	887389104
WU	Western Union Co.	3,050,436	$52.19M	1.6%	—	—	COM	959802109
—	MeadWestvaco Corp.	1,372,128	$46.8M	1.4%	—	—	COM	583334107
FLS	Flowserve Corp.	844,121	$45.59M	1.4%	—	—	COM	34354P105
—	Hanesbrands Inc	767,653	$39.47M	1.2%	—	—	COM	410345102
—	Pentair, Ltd.	611,949	$35.3M	1.1%	—	—	COM	H6169Q108
—	Tidewater Inc	575,187	$32.77M	1.0%	—	—	COM	886423102