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%

41 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMSURG CORP COM 109,763 -416 (0.38) 1,532,149
TRINITY INDS INC COM 105,830 -89,426 (45.8) 3,755,500
ICONIX BRAND GROUP INC COM 90,627 5,125 5.99 4,522,299
FRESH MKT INC COM 88,979 25,967 41.21 2,936,609
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
MURPHY USA INC COM 81,955 4,907 6.37 1,548,071
TIDEWATER INC COM 80,900 10,816 15.43 4,323,894
TENNECO INC COM 66,214 66,214 New 1,327,475
WALTER INVT MGMT CORP COM 65,405 6,836 11.67 3,005,756
CARBO CERAMICS INC COM 64,800 -33,974 (34.4) 2,088,287
PENTAIR PLC SHS 62,793 4,507 7.73 1,042,899
KOPPERS HOLDINGS INC COM 58,983 4,193 7.65 3,021,648
SANDERSON FARMS INC COM 56,691 -30,422 (34.92) 785,519
TIMKENSTEEL CORP COM 45,741 37,256 439.07 2,431,723
MIDDLEBY CORP COM 44,850 -9,862 (18.03) 366,780
INTREPID POTASH INC COM 43,246 456 1.07 5,293,208
AEGION CORP COM 31,320 2,278 7.84 1,616,091
ISHARES TR RUS 2000 VAL ETF -284 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -13,551 Sold Out 0