SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 41
New Positions 1
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 3
Total Mkt Value (in $ millions) 5,008

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

Sector Weighting

Basic Materials 4.27%
Capital Goods 32.31%
Conglomerates
Consumer Cyclical 10.34%
Consumer/Non-Cyclical 5.93%
Energy 6.47%
Financial 4.2%
Healthcare 8.35%
Services 17.05%
Technology 5.42%
Transportation
Utilities 3.11%

21 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 332,349 -1,409 (0.42) 6,086,985
CENTENE CORP DEL COM 308,623 -80,664 (20.72) 4,348,635
BROADRIDGE FINL SOLUTIONS INC COM 210,236 -15,347 (6.8) 3,871,741
CLEAN HARBORS INC COM 209,072 -17,877 (7.88) 4,286,905
THOR INDS INC COM 197,565 -3,931 (1.95) 3,548,230
WESTERN UN CO COM 193,629 -3,005 (1.53) 9,576,134
NEWFIELD EXPL CO COM 178,280 -33,633 (15.87) 5,495,672
HANESBRANDS INC COM 162,765 -11,685 (6.7) 5,600,987
HILL ROM HLDGS INC COM 143,116 -17,756 (11.04) 2,590,329
DIEBOLD INC COM 128,230 -9,358 (6.8) 3,779,240
MEADWESTVACO CORP COM 111,785 -49,045 (30.5) 2,314,388
AMSURG CORP COM 109,763 -416 (0.38) 1,532,149
TRINITY INDS INC COM 105,830 -89,426 (45.8) 3,755,500
COLUMBIA SPORTSWEAR CO COM 87,130 -32,423 (27.12) 1,346,881
NORDSON CORP COM 82,362 -7,898 (8.75) 1,115,560
CARBO CERAMICS INC COM 64,800 -33,974 (34.4) 2,088,287
SANDERSON FARMS INC COM 56,691 -30,422 (34.92) 785,519
MIDDLEBY CORP COM 44,850 -9,862 (18.03) 366,780
ISHARES TR RUS 2000 VAL ETF -284 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -13,551 Sold Out 0


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