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) 4,915

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

Sector Weighting

Basic Materials 5.78%
Capital Goods 30.94%
Conglomerates
Consumer Cyclical 11.05%
Consumer/Non-Cyclical 8.47%
Energy 7.73%
Financial 4.26%
Healthcare 7.91%
Services 13.35%
Technology 5.95%
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 388,803 -37,798 (8.86) 3,642,864
DARLING INGREDIENTS INC COM 288,703 10,307 3.70 15,741,736
AGCO CORP COM 258,043 30,804 13.56 5,697,561
THOR INDS INC COM 213,090 20,355 10.56 3,873,659
BROADRIDGE FINL SOLUTIONS INC COM 209,280 2,240 1.08 4,598,541
CLEAN HARBORS INC COM 189,004 20,214 11.98 3,852,509
CHICAGO BRIDGE & IRON CO N V COM 188,973 8,410 4.66 4,574,502
IDEX CORP COM 176,023 8,235 4.91 2,285,718
HANESBRANDS INC COM 174,815 -7,373 (4.05) 1,565,317
WESTERN UN CO COM 171,602 6,253 3.78 9,533,467
TRINITY INDS INC COM 164,776 -18,747 (10.22) 5,901,732
NEWFIELD EXPL CO COM 163,454 22,298 15.80 5,739,253
TIMKEN CO COM 161,439 37,512 30.27 3,734,416
POLARIS INDS INC COM 148,037 -11,371 (7.13) 996,616
DIEBOLD INC COM 146,730 -482 (0.33) 4,012,313
HILL ROM HLDGS INC COM 145,726 -18,595 (11.32) 3,190,144
MEADWESTVACO CORP COM 143,292 11,793 8.97 3,187,097
THE ADT CORPORATION COM 136,316 10,010 7.93 3,945,484
ICONIX BRAND GROUP INC COM 136,278 -1,114 (0.81) 4,091,206
SANDERSON FARMS INC COM 127,527 -17,319 (11.96) 1,425,999


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