SOUTHERNSUN ASSET MANAGEMENT, LLC
6070 POPLAR AVE., MEMPHIS, Tennessee, 38119, (901) 333-6980
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 33 |
| New Positions | 2 |
| Increased Positions | 23 |
| Decreased Positions | 10 |
| Positions with Activity | 33 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
3,024 |
Sector Weighting
| Basic Materials | 4.08% |
| Capital Goods | 39.54% |
| Conglomerates | |
| Consumer Cyclical | 11.33% |
| Consumer/Non-Cyclical | 12.09% |
| Energy | 5.8% |
| Financial | 7.65% |
| Healthcare | 5.65% |
| Services | 6.49% |
| Technology | 4.31% |
| Transportation | |
| Utilities | 3.07% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
33 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| URS CORP NEW | COM | 178,778 | 2,372 | 1.35 | 3,667,988 |
| CHICAGO BRIDGE & IRON CO N V | N Y REGISTRY SH | 175,143 | -25,964 | (12.91) | 2,762,065 |
| AGCO CORP | COM | 173,154 | 23,301 | 15.55 | 3,122,699 |
| CENTENE CORP DEL | COM | 170,981 | 9,254 | 5.72 | 3,386,429 |
| DARLING INTL INC | COM | 162,088 | 12,409 | 8.29 | 8,562,473 |
| TRINITY INDS INC | COM | 154,011 | -17,119 | (10) | 3,645,236 |
| AFFILIATED MANAGERS GROUP | COM | 145,369 | -70 | (0.05) | 869,221 |
| THOR INDS INC | COM | 123,595 | 17,959 | 17.00 | 2,948,349 |
| SMITHFIELD FOODS INC | COM | 123,241 | 8,067 | 7.00 | 4,815,986 |
| ICONIX BRAND GROUP INC | COM | 122,282 | -7,251 | (5.6) | 4,046,404 |
| COLUMBIA SPORTSWEAR CO | COM | 119,585 | 2,934 | 2.52 | 1,938,174 |
| HILL ROM HLDGS INC | COM | 103,971 | 25,077 | 31.79 | 2,798,674 |
| BRINKS CO | COM | 101,194 | 6,256 | 6.59 | 3,742,381 |
| NORDSON CORP | COM | 95,815 | 2,391 | 2.56 | 1,277,530 |
| OGE ENERGY CORP | COM | 92,753 | 1,805 | 1.99 | 1,291,818 |
| CARBO CERAMICS INC | COM | 87,856 | 7,813 | 9.76 | 1,205,486 |
| NEWFIELD EXPL CO | COM | 87,400 | 35,318 | 67.81 | 3,604,128 |
| KOPPERS HOLDINGS INC | COM | 86,845 | 1,275 | 1.49 | 2,050,653 |
| BROADRIDGE FINL SOLUTIONS INC | COM | 85,870 | 14,154 | 19.74 | 3,158,139 |
| POLARIS INDS INC | COM | 81,445 | -6,397 | (7.28) | 884,793 |
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