SOUTHERNSUN ASSET MANAGEMENT, LLC Information

6070 POPLAR AVE., MEMPHIS, Tennessee, 38119, (901) 333-6980

Report Date: 06/30/2014

Position Statistics

Total Positions 36
New Positions 1
Increased Positions 20
Decreased Positions 16
Positions with Activity 36
Sold Out Positions 2
Total Mkt Value (in $ millions) 4,815

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.98%
Capital Goods 36.95%
Conglomerates
Consumer Cyclical 11.47%
Consumer/Non-Cyclical 8.17%
Energy 5.78%
Financial 3.93%
Healthcare 6.76%
Services 11.16%
Technology 6.18%
Transportation
Utilities 2.45%

36 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AECOM TECHNOLOGY CORP DELAWARE COM 358,056 24,661 7.40 11,487,188
CENTENE CORP DEL COM 325,676 9,183 2.90 3,997,009
DARLING INGREDIENTS INC COM 265,190 11,896 4.70 15,179,751
TRINITY INDS INC COM 223,620 -24,066 (9.72) 6,573,189
AGCO CORP COM 220,665 12,496 6.00 5,017,404
CHICAGO BRIDGE & IRON CO N V COM 215,136 54,245 33.72 4,370,911
BROADRIDGE FINL SOLUTIONS INC COM 189,161 14,943 8.58 4,549,321
THOR INDS INC COM 176,723 21,080 13.54 3,503,632
HANESBRANDS INC COM 176,576 8,235 4.89 1,631,339
CLEAN HARBORS INC COM 168,790 -2,709 (1.58) 3,440,489
IDEX CORP COM 156,218 16,157 11.54 2,178,778
ICONIX BRAND GROUP INC COM 154,922 -6,041 (3.75) 4,124,657
POLARIS INDS INC COM 154,697 15,158 10.86 1,073,169
HILL ROM HLDGS INC COM 153,673 -2,337 (1.5) 3,597,206
WESTERN UN CO COM 148,998 25,395 20.55 9,186,065
DIEBOLD INC COM 143,710 -3,887 (2.63) 4,025,498
NEWFIELD EXPL CO COM 139,619 -36,887 (20.9) 4,956,303
SANDERSON FARMS INC COM 128,277 -2,558 (1.96) 1,619,658
THE ADT CORPORATION COM 123,308 17,679 16.74 3,655,745
MEADWESTVACO CORP COM 121,906 4,052 3.44 2,924,805


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