SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 26
Decreased Positions 14
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 5,394

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

Sector Weighting

Basic Materials 5.21%
Capital Goods 30.87%
Conglomerates
Consumer Cyclical 9.96%
Consumer/Non-Cyclical 5.77%
Energy 8.37%
Financial 4.99%
Healthcare 9.03%
Services 16.23%
Technology 5.39%
Transportation
Utilities 2.11%

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CENTENE CORP DEL COM 388,300 -127,457 (24.71) 5,485,234
AGCO CORP COM 296,042 20,109 7.29 6,112,787
CHICAGO BRIDGE & IRON CO N V COM 261,627 36,745 16.34 5,321,953
CLEAN HARBORS INC COM 256,638 44,172 20.79 4,653,453
NEWFIELD EXPL CO COM 249,409 30,284 13.82 6,532,442
BROADRIDGE FINL SOLUTIONS INC COM 223,381 -23,883 (9.66) 4,154,373
THOR INDS INC COM 222,051 -15,636 (6.58) 3,618,830
DARLING INGREDIENTS INC COM 217,567 1,118 .52 15,823,039
WESTERN UN CO COM 198,093 3,896 2.01 9,724,744
TRINITY INDS INC COM 194,910 28,894 17.40 6,928,896
HANESBRANDS INC COM 191,018 -8,215 (4.12) 6,003,088
IDEX CORP COM 168,308 -5,521 (3.18) 2,213,124
THE ADT CORPORATION COM 164,551 5,864 3.70 4,091,277
TIMKEN CO COM 155,070 3,677 2.43 3,825,116
MEADWESTVACO CORP COM 154,836 6,636 4.48 3,329,817
HILL ROM HLDGS INC COM 149,166 -14,265 (8.73) 2,911,701
DIEBOLD INC COM 141,521 1,491 1.07 4,055,030
FLOWSERVE CORP COM 134,139 21,827 19.44 2,317,528
BRINKS CO COM 129,471 8,864 7.35 4,885,688
COLUMBIA SPORTSWEAR CO COM 117,261 -2,410 (2.01) 1,848,082


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