SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 41
New Positions 1
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,956

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

Sector Weighting

Basic Materials 4.38%
Capital Goods 31.96%
Conglomerates
Consumer Cyclical 10.99%
Consumer/Non-Cyclical 6.03%
Energy 6.6%
Financial 4.16%
Healthcare 8.26%
Services 16.55%
Technology 5.39%
Transportation
Utilities 3.04%

41 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHICAGO BRIDGE & IRON CO N V COM 327,464 57,216 21.17 6,448,688
AGCO CORP COM 317,984 -1,348 (0.42) 6,086,985
CENTENE CORP DEL COM 302,969 -79,187 (20.72) 4,348,635
DARLING INGREDIENTS INC COM 244,469 40,510 19.86 18,965,802
BROADRIDGE FINL SOLUTIONS INC COM 205,977 -15,036 (6.8) 3,871,741
CLEAN HARBORS INC COM 205,600 -17,580 (7.88) 4,286,905
THOR INDS INC COM 193,343 -3,847 (1.95) 3,548,230
HANESBRANDS INC COM 185,729 -13,334 (6.7) 5,600,987
WESTERN UN CO COM 178,499 -2,770 (1.53) 9,576,134
NEWFIELD EXPL CO COM 173,279 -32,689 (15.87) 5,495,672
IDEX CORP COM 171,668 6,038 3.65 2,293,799
OGE ENERGY CORP COM 150,827 48,462 47.34 5,235,223
BRINKS CO COM 150,426 6,689 4.65 5,113,037
HILL ROM HLDGS INC COM 141,251 -17,524 (11.04) 2,590,329
THE ADT CORPORATION COM 136,368 1,724 1.28 4,143,666
TIMKEN CO COM 128,303 5,976 4.89 4,011,981
DIEBOLD INC COM 125,962 -9,192 (6.8) 3,779,240
FLOWSERVE CORP COM 122,840 16,257 15.25 2,671,020
POLARIS INDS INC COM 113,921 4,888 4.48 832,388
MEADWESTVACO CORP COM 111,785 -49,045 (30.5) 2,314,388


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