SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 25
Decreased Positions 12
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,656

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

Sector Weighting

Basic Materials 5.68%
Capital Goods 31.09%
Conglomerates
Consumer Cyclical 11.57%
Consumer/Non-Cyclical 8.48%
Energy 7%
Financial 4.31%
Healthcare 7.92%
Services 13.37%
Technology 5.94%
Transportation
Utilities 2.45%

37 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CENTENE CORP DEL COM 368,621 -35,836 (8.86) 3,642,864
DARLING INGREDIENTS INC COM 271,230 9,683 3.70 15,741,736
AGCO CORP COM 250,294 29,879 13.56 5,697,561
THOR INDS INC COM 206,543 19,730 10.56 3,873,659
BROADRIDGE FINL SOLUTIONS INC COM 200,864 2,150 1.08 4,598,541
CLEAN HARBORS INC COM 184,073 19,686 11.98 3,852,509
CHICAGO BRIDGE & IRON CO N V COM 172,825 7,692 4.66 4,574,502
HANESBRANDS INC COM 169,133 -7,134 (4.05) 1,565,317
IDEX CORP COM 168,275 7,873 4.91 2,285,718
WESTERN UN CO COM 161,592 5,888 3.78 9,533,467
TRINITY INDS INC COM 158,580 -18,042 (10.22) 5,901,732
TIMKEN CO COM 151,468 35,195 30.27 3,734,416
ICONIX BRAND GROUP INC COM 146,629 -1,199 (0.81) 4,091,206
HILL ROM HLDGS INC COM 141,642 -18,074 (11.32) 3,190,144
POLARIS INDS INC COM 141,280 -10,852 (7.13) 996,616
MEADWESTVACO CORP COM 137,173 11,289 8.97 3,187,097
NEWFIELD EXPL CO COM 136,594 18,634 15.80 5,739,253
DIEBOLD INC COM 134,854 -443 (0.33) 4,012,313
THE ADT CORPORATION COM 124,046 9,109 7.93 3,945,484
SANDERSON FARMS INC COM 123,335 -16,750 (11.96) 1,425,999