SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 42
New Positions 4
Increased Positions 26
Decreased Positions 16
Positions with Activity 42
Sold Out Positions 0
Total Mkt Value (in $ millions) 4,888

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

Sector Weighting

Basic Materials 3.92%
Capital Goods 31.49%
Conglomerates
Consumer Cyclical 10.67%
Consumer/Non-Cyclical 6.88%
Energy 6.21%
Financial 4.36%
Healthcare 7.51%
Services 16.42%
Technology 4.8%
Transportation
Utilities 4.2%

42 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 292,474 -6,032 (2.02) 5,963,979
DARLING INGREDIENTS INC COM 282,394 38,873 15.96 21,993,317
CHICAGO BRIDGE & IRON CO N V COM 273,332 -12,216 (4.28) 6,172,801
CENTENE CORP DEL COM 237,494 -30,903 (11.51) 3,847,931
CLEAN HARBORS INC COM 223,383 12,811 6.08 4,547,706
BROADRIDGE FINL SOLUTIONS INC COM 208,760 4,370 2.14 3,954,529
OGE ENERGY CORP COM 205,215 58,420 39.80 7,318,661
THOR INDS INC COM 204,955 11,292 5.83 3,755,128
NEWFIELD EXPL CO COM 177,423 -5,638 (3.08) 5,326,411
HANESBRANDS INC COM 177,243 8,597 5.10 5,886,506
THE ADT CORPORATION COM 175,472 39,642 29.19 5,353,008
IDEX CORP COM 173,008 8,244 5.00 2,408,572
WESTERN UN CO COM 158,230 -18,354 (10.39) 8,580,794
TIMKEN CO COM 148,617 21,236 16.67 4,680,842
FLOWSERVE CORP COM 138,332 17,788 14.76 3,065,180
AMSURG CORP COM 129,801 9,650 8.03 1,655,199
DIEBOLD INC COM 117,779 169 .14 3,784,668
HILL ROM HLDGS INC COM 116,936 -19,937 (14.57) 2,213,018
POLARIS INDS INC COM 114,324 6,222 5.76 880,298
BRINKS CO COM 112,913 -33,626 (22.95) 3,939,752