SOUTHERNSUN ASSET MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Memphis, TN
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$651,786
Net value change ($000)
-91,029 (-12.3%)
New positions
2
Sold out positions
1
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
KAI 8,021 52.4%
XPEL 5,601 NEW
USPH 3,746 10.3%
DAR 2,199 5.3%
BMI 2,150 NEW
BCO 765 2.5%
CSW 291 1.1%
Top Reduces (Value $000, Stocks/ETFs)
THO -17,961 -100.0%
EXTR -17,499 -32.1%
MUSA -9,871 -22.9%
BOOT -9,558 -21.7%
LPX -8,932 -19.7%
LOB -6,200 -16.2%
GNRC -5,049 -42.7%
CXT -4,651 -11.0%
MOD -4,372 -21.4%
AGCO -3,667 -10.0%
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