SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 36
New Positions 1
Increased Positions 20
Decreased Positions 16
Positions with Activity 36
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,441

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

Sector Weighting

Basic Materials 5.62%
Capital Goods 37.59%
Conglomerates
Consumer Cyclical 10.4%
Consumer/Non-Cyclical 8.16%
Energy 8.39%
Financial 3.54%
Healthcare 5.72%
Services 11.42%
Technology 5.7%
Transportation
Utilities 2.2%

16 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRINITY INDS INC COM 315,579 -33,963 (9.72) 6,573,189
NEWFIELD EXPL CO COM 216,838 -57,289 (20.9) 4,956,303
CLEAN HARBORS INC COM 206,877 -3,320 (1.58) 3,440,489
ICONIX BRAND GROUP INC COM 171,173 -6,674 (3.75) 4,124,657
HILL ROM HLDGS INC COM 157,558 -2,396 (1.5) 3,597,206
DIEBOLD INC COM 152,566 -4,126 (2.63) 4,025,498
SANDERSON FARMS INC COM 151,989 -3,030 (1.96) 1,619,658
CARBO CERAMICS INC COM 122,737 -22,620 (15.56) 1,130,281
BRINKS CO COM 118,928 -2,846 (2.34) 4,329,388
NORDSON CORP COM 102,189 -316 (0.31) 1,265,812
INTREPID POTASH INC COM 96,695 -19,254 (16.61) 6,222,354
KOPPERS HOLDINGS INC COM 83,623 -2,389 (2.78) 2,295,451
COLUMBIA SPORTSWEAR CO COM 70,709 -17,977 (20.27) 922,492
MIDDLEBY CORP COM 46,887 -1,445 (2.99) 544,434
BLACKHAWK NETWORK HLDGS INC CL B -5,984 Sold Out 0
SAFEWAY INC COM NEW -46,004 Sold Out 0