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) 5,106

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

Sector Weighting

Basic Materials 5.72%
Capital Goods 37.88%
Conglomerates
Consumer Cyclical 10.86%
Consumer/Non-Cyclical 8.24%
Energy 6.68%
Financial 3.71%
Healthcare 6.47%
Services 11.1%
Technology 5.7%
Transportation
Utilities 2.34%

36 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
URS CORP NEW COM 350,536 24,143 7.40 6,084,638
CENTENE CORP DEL COM 330,593 9,322 2.90 3,997,009
TRINITY INDS INC COM 307,099 -33,050 (9.72) 6,573,189
DARLING INGREDIENTS INC COM 278,093 12,475 4.70 15,179,751
CHICAGO BRIDGE & IRON CO N V COM 252,857 63,756 33.72 4,370,911
AGCO CORP COM 228,091 12,917 6.00 5,017,404
BROADRIDGE FINL SOLUTIONS INC COM 189,388 14,961 8.58 4,549,321
CLEAN HARBORS INC COM 185,511 -2,977 (1.58) 3,440,489
NEWFIELD EXPL CO COM 183,730 -48,541 (20.9) 4,956,303
THOR INDS INC COM 180,437 21,523 13.54 3,503,632
HANESBRANDS INC COM 175,271 8,174 4.89 1,631,339
POLARIS INDS INC COM 160,750 15,751 10.86 1,073,169
IDEX CORP COM 157,678 16,308 11.54 2,178,778
ICONIX BRAND GROUP INC COM 152,365 -5,941 (3.75) 4,124,657
HILL ROM HLDGS INC COM 149,032 -2,266 (1.5) 3,597,206
WESTERN UN CO COM 147,344 25,113 20.55 9,186,065
SANDERSON FARMS INC COM 142,449 -2,840 (1.96) 1,619,658
DIEBOLD INC COM 142,181 -3,845 (2.63) 4,025,498
THE ADT CORPORATION COM 129,633 18,586 16.74 3,655,745
TIMKEN CO COM 121,519 9,762 8.74 2,866,695