SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 26
Decreased Positions 14
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 5,408

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

Sector Weighting

Basic Materials 5.14%
Capital Goods 31.38%
Conglomerates
Consumer Cyclical 10.76%
Consumer/Non-Cyclical 5.87%
Energy 7.26%
Financial 4.95%
Healthcare 8.77%
Services 16.45%
Technology 5.22%
Transportation
Utilities 2.07%

14 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CENTENE CORP DEL COM 379,688 -124,630 (24.71) 5,485,234
THOR INDS INC COM 229,036 -16,128 (6.58) 3,618,830
BROADRIDGE FINL SOLUTIONS INC COM 222,300 -23,767 (9.66) 4,154,373
HANESBRANDS INC COM 203,265 -8,742 (4.12) 6,003,088
IDEX CORP COM 166,029 -5,446 (3.18) 2,213,124
HILL ROM HLDGS INC COM 141,596 -13,541 (8.73) 2,911,701
POLARIS INDS INC COM 113,358 -28,450 (20.06) 796,670
COLUMBIA SPORTSWEAR CO COM 112,585 -2,314 (2.01) 1,848,082
SANDERSON FARMS INC COM 96,021 -17,417 (15.35) 1,207,050
NORDSON CORP COM 94,648 -2,079 (2.15) 1,222,532
INTREPID POTASH INC COM 61,277 -6,815 (10.01) 5,237,359
PENTAIR PLC SHS 60,396 -8,546 (12.4) 968,040
MIDDLEBY CORP COM 45,916 -10,399 (18.47) 447,435
TIMKENSTEEL CORP COM 11,729 -17 (0.15) 451,097