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) 5,114

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

Sector Weighting

Basic Materials 5.77%
Capital Goods 32.25%
Conglomerates
Consumer Cyclical 11.4%
Consumer/Non-Cyclical 8.26%
Energy 8.16%
Financial 4.06%
Healthcare 7.03%
Services 12.92%
Technology 5.73%
Transportation
Utilities 2.42%

37 Activity 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 359,405 -34,940 (8.86) 3,642,864
DARLING INGREDIENTS INC COM 298,306 10,650 3.70 15,741,736
AGCO CORP COM 248,471 29,662 13.56 5,697,561
CHICAGO BRIDGE & IRON CO N V COM 246,383 10,965 4.66 4,574,502
THOR INDS INC COM 224,285 21,425 10.56 3,873,659
TRINITY INDS INC COM 213,230 -24,260 (10.22) 5,901,732
BROADRIDGE FINL SOLUTIONS INC COM 207,532 2,221 1.08 4,598,541
CLEAN HARBORS INC COM 191,007 20,428 11.98 3,852,509
NEWFIELD EXPL CO COM 186,411 25,430 15.80 5,739,253
HANESBRANDS INC COM 177,773 -7,498 (4.05) 1,565,317
IDEX CORP COM 177,280 8,294 4.91 2,285,718
WESTERN UN CO COM 174,272 6,351 3.78 9,533,467
ICONIX BRAND GROUP INC COM 165,735 -1,355 (0.81) 4,091,206
TIMKEN CO COM 162,372 37,729 30.27 3,734,416
POLARIS INDS INC COM 155,701 -11,960 (7.13) 996,616
HILL ROM HLDGS INC COM 146,938 -18,749 (11.32) 3,190,144
DIEBOLD INC COM 145,888 -479 (0.33) 4,012,313
MEADWESTVACO CORP COM 142,559 11,732 8.97 3,187,097
THE ADT CORPORATION COM 141,367 10,381 7.93 3,945,484
FLOWSERVE CORP COM 126,495 16,752 15.27 1,940,412


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