SOUTHERNSUN ASSET MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
31
Total value ($000)
$771,776
Net value change ($000)
+59,630 (8.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CXT 19,771 114.5%
BCO 12,674 29.3%
MOD 11,903 43.6%
EXTR 7,650 38.2%
MUSA 6,780 22.2%
EPAC 5,952 29.8%
MSA 5,832 24.9%
AWI 5,507 19.2%
LOB 4,686 17.5%
DORM 3,272 11.7%
Top Reduces (Value $000, Stocks/ETFs)
DAR -13,227 -26.5%
AGCO -8,902 -24.5%
DY -6,277 -34.4%
BOOT -4,179 -10.4%
BDC -1,936 -5.2%
SCL -855 -3.9%
BR -696 -6.1%
GNRC -515 -5.9%
TREX -374 -11.8%
SEIC -374 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type