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%

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CENTENE CORP DEL COM 404,097 -132,642 (24.71) 5,485,234
POLARIS INDS INC COM 112,801 -28,310 (20.06) 796,670
BROADRIDGE FINL SOLUTIONS INC COM 226,746 -24,243 (9.66) 4,154,373
SANDERSON FARMS INC COM 91,808 -16,653 (15.35) 1,207,050
THOR INDS INC COM 222,088 -15,639 (6.58) 3,618,830
HILL ROM HLDGS INC COM 151,234 -14,462 (8.73) 2,911,701
MIDDLEBY CORP COM 46,162 -10,454 (18.47) 447,435
PENTAIR PLC SHS 59,554 -8,427 (12.4) 968,040
HANESBRANDS INC COM 193,419 -8,319 (4.12) 6,003,088
INTREPID POTASH INC COM 62,953 -7,001 (10.01) 5,237,359
IDEX CORP COM 167,954 -5,509 (3.18) 2,213,124
COLUMBIA SPORTSWEAR CO COM 116,133 -2,387 (2.01) 1,848,082
NORDSON CORP COM 97,411 -2,140 (2.15) 1,222,532
TIMKENSTEEL CORP COM 12,225 -18 (0.15) 451,097
ISHARES TR RUS 2000 VAL ETF 301 301 New 2,900
DARLING INGREDIENTS INC COM 218,991 1,125 .52 15,823,039
DIEBOLD INC COM 142,494 1,501 1.07 4,055,030
TIMKEN CO COM 153,655 3,643 2.43 3,825,116
WESTERN UN CO COM 200,232 3,938 2.01 9,724,744
OGE ENERGY CORP COM 115,298 4,459 4.02 3,553,089


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