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) 5,158

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

Sector Weighting

Basic Materials 5.82%
Capital Goods 32.33%
Conglomerates
Consumer Cyclical 11.12%
Consumer/Non-Cyclical 8.17%
Energy 8.8%
Financial 4.05%
Healthcare 6.95%
Services 12.75%
Technology 5.57%
Transportation
Utilities 2.45%

12 DECREASED 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 358,349 -34,837 (8.86) 3,642,864
TRINITY INDS INC COM 209,393 -23,823 (10.22) 5,901,732
HANESBRANDS INC COM 173,359 -7,312 (4.05) 1,565,317
ICONIX BRAND GROUP INC COM 163,116 -1,334 (0.81) 4,091,206
POLARIS INDS INC COM 155,193 -11,921 (7.13) 996,616
HILL ROM HLDGS INC COM 145,311 -18,542 (11.32) 3,190,144
DIEBOLD INC COM 141,956 -466 (0.33) 4,012,313
SANDERSON FARMS INC COM 122,294 -16,608 (11.96) 1,425,999
NORDSON CORP COM 99,339 -1,306 (1.3) 1,249,385
INTREPID POTASH INC COM 88,753 -6,138 (6.47) 5,819,843
TIMKENSTEEL CORP COM 16,372 -35,573 (68.48) 451,764
AECOM TECHNOLOGY CORP DELAWARE COM -205,235 Sold Out 0


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