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) 4,718

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

Sector Weighting

Basic Materials 5.93%
Capital Goods 30.16%
Conglomerates
Consumer Cyclical 11.33%
Consumer/Non-Cyclical 8.08%
Energy 7.36%
Financial 4.68%
Healthcare 8.43%
Services 13.3%
Technology 5.88%
Transportation
Utilities 2.55%

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 397,655 -38,658 (8.86) 3,642,864
DARLING INGREDIENTS INC COM 267,295 9,543 3.70 15,741,736
AGCO CORP COM 246,932 29,478 13.56 5,697,561
BROADRIDGE FINL SOLUTIONS INC COM 220,684 2,362 1.08 4,598,541
THOR INDS INC COM 218,281 20,851 10.56 3,873,659
CLEAN HARBORS INC COM 182,301 19,497 11.98 3,852,509
HANESBRANDS INC COM 174,345 -7,354 (4.05) 1,565,317
NEWFIELD EXPL CO COM 170,915 23,316 15.80 5,739,253
IDEX CORP COM 165,372 7,737 4.91 2,285,718
WESTERN UN CO COM 162,069 5,906 3.78 9,533,467
MEADWESTVACO CORP COM 160,247 13,188 8.97 3,187,097
CHICAGO BRIDGE & IRON CO N V COM 157,866 7,026 4.66 4,574,502
TRINITY INDS INC COM 156,219 -17,773 (10.22) 5,901,732
HILL ROM HLDGS INC COM 152,361 -19,441 (11.32) 3,190,144
POLARIS INDS INC COM 144,101 -11,069 (7.13) 996,616
TIMKEN CO COM 141,945 32,982 30.27 3,734,416
ICONIX BRAND GROUP INC COM 135,992 -1,112 (0.81) 4,091,206
THE ADT CORPORATION COM 135,725 9,967 7.93 3,945,484
DIEBOLD INC COM 125,184 -411 (0.33) 4,012,313
OGE ENERGY CORP COM 120,164 6,949 6.14 3,415,683