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) 5,423

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

Sector Weighting

Basic Materials 5.24%
Capital Goods 30.63%
Conglomerates
Consumer Cyclical 9.89%
Consumer/Non-Cyclical 5.73%
Energy 8.21%
Financial 5.04%
Healthcare 9.3%
Services 16.34%
Technology 5.42%
Transportation
Utilities 2.13%

26 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 295,309 20,060 7.29 6,112,787
CHICAGO BRIDGE & IRON CO N V COM 260,616 36,603 16.34 5,321,953
CLEAN HARBORS INC COM 260,314 44,805 20.79 4,653,453
NEWFIELD EXPL CO COM 253,197 30,744 13.82 6,532,442
DARLING INGREDIENTS INC COM 218,991 1,125 .52 15,823,039
WESTERN UN CO COM 200,232 3,938 2.01 9,724,744
TRINITY INDS INC COM 198,859 29,480 17.40 6,928,896
THE ADT CORPORATION COM 167,497 5,969 3.70 4,091,277
MEADWESTVACO CORP COM 158,166 6,779 4.48 3,329,817
TIMKEN CO COM 153,655 3,643 2.43 3,825,116
DIEBOLD INC COM 142,494 1,501 1.07 4,055,030
FLOWSERVE CORP COM 131,265 21,360 19.44 2,317,528
BRINKS CO COM 130,399 8,928 7.35 4,885,688
OGE ENERGY CORP COM 115,298 4,459 4.02 3,553,089
ICONIX BRAND GROUP INC COM 114,216 4,694 4.29 4,266,554
CARBO CERAMICS INC COM 100,588 13,756 15.84 3,183,151
AMSURG CORP COM 100,474 100,474 New 1,537,952
MURPHY USA INC COM 100,421 5,338 5.61 1,455,381
TIDEWATER INC COM 91,398 19,397 26.94 3,745,800
FRESH MKT INC COM 79,670 64,462 423.89 2,079,606


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