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) 5,344

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

Sector Weighting

Basic Materials 5.75%
Capital Goods 37.72%
Conglomerates
Consumer Cyclical 10.61%
Consumer/Non-Cyclical 8.11%
Energy 7.8%
Financial 3.63%
Healthcare 5.91%
Services 11.15%
Technology 5.81%
Transportation
Utilities 2.2%

36 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NEWFIELD EXPL CO COM 194,188 -51,304 (20.9) 4,956,303
SAFEWAY INC COM NEW -45,527 Sold Out 0
TRINITY INDS INC COM 316,302 -34,041 (9.72) 6,573,189
CARBO CERAMICS INC COM 115,413 -21,270 (15.56) 1,130,281
INTREPID POTASH INC COM 100,678 -20,047 (16.61) 6,222,354
COLUMBIA SPORTSWEAR CO COM 70,331 -17,880 (20.27) 922,492
ICONIX BRAND GROUP INC COM 164,863 -6,428 (3.75) 4,124,657
BLACKHAWK NETWORK HLDGS INC CL B -6,123 Sold Out 0
DIEBOLD INC COM 151,037 -4,085 (2.63) 4,025,498
CLEAN HARBORS INC COM 194,078 -3,115 (1.58) 3,440,489
SANDERSON FARMS INC COM 148,183 -2,954 (1.96) 1,619,658
BRINKS CO COM 112,521 -2,693 (2.34) 4,329,388
HILL ROM HLDGS INC COM 159,680 -2,428 (1.5) 3,597,206
KOPPERS HOLDINGS INC COM 82,636 -2,361 (2.78) 2,295,451
MIDDLEBY CORP COM 47,643 -1,468 (2.99) 544,434
NORDSON CORP COM 100,442 -311 (0.31) 1,265,812
MEADWESTVACO CORP COM 124,041 4,123 3.44 2,924,805
TIMKENSTEEL CORP COM 69,861 5,612 8.74 1,433,348
PENTAIR PLC SHS 60,991 7,779 14.62 905,452
OGE ENERGY CORP COM 117,367 7,920 7.24 3,218,170