SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 42
New Positions 4
Increased Positions 26
Decreased Positions 16
Positions with Activity 42
Sold Out Positions 0
Total Mkt Value (in $ millions) 4,720

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

Sector Weighting

Basic Materials 3.98%
Capital Goods 31.44%
Conglomerates
Consumer Cyclical 10.7%
Consumer/Non-Cyclical 6.89%
Energy 6.06%
Financial 4.36%
Healthcare 7.5%
Services 16.5%
Technology 4.77%
Transportation
Utilities 4.22%

42 Activity Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 281,858 -5,813 (2.02) 5,963,979
DARLING INGREDIENTS INC COM 273,157 37,602 15.96 21,993,317
CHICAGO BRIDGE & IRON CO N V COM 264,011 -11,800 (4.28) 6,172,801
CENTENE CORP DEL COM 228,259 -29,702 (11.51) 3,847,931
CLEAN HARBORS INC COM 216,971 12,443 6.08 4,547,706
BROADRIDGE FINL SOLUTIONS INC COM 201,721 4,223 2.14 3,954,529
THOR INDS INC COM 200,148 11,028 5.83 3,755,128
OGE ENERGY CORP COM 198,994 56,649 39.80 7,318,661
HANESBRANDS INC COM 172,946 8,389 5.10 5,886,506
THE ADT CORPORATION COM 170,600 38,542 29.19 5,353,008
NEWFIELD EXPL CO COM 169,699 -5,393 (3.08) 5,326,411
IDEX CORP COM 165,854 7,903 5.00 2,408,572
WESTERN UN CO COM 152,052 -17,637 (10.39) 8,580,794
TIMKEN CO COM 142,485 20,360 16.67 4,680,842
FLOWSERVE CORP COM 131,036 16,850 14.76 3,065,180
AMSURG CORP COM 125,795 9,352 8.03 1,655,199
DIEBOLD INC COM 113,199 162 .14 3,784,668
HILL ROM HLDGS INC COM 112,001 -19,096 (14.57) 2,213,018
POLARIS INDS INC COM 110,865 6,034 5.76 880,298
BRINKS CO COM 108,304 -32,254 (22.95) 3,939,752