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) 5,454

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

Sector Weighting

Basic Materials 5.62%
Capital Goods 37.57%
Conglomerates
Consumer Cyclical 10.37%
Consumer/Non-Cyclical 8.14%
Energy 8.46%
Financial 3.55%
Healthcare 5.73%
Services 11.41%
Technology 5.69%
Transportation
Utilities 2.21%

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 222,142 -58,690 (20.9) 4,956,303
SAFEWAY INC COM NEW -46,017 Sold Out 0
TRINITY INDS INC COM 318,011 -34,225 (9.72) 6,573,189
CARBO CERAMICS INC COM 121,607 -22,412 (15.56) 1,130,281
INTREPID POTASH INC COM 95,389 -18,994 (16.61) 6,222,354
COLUMBIA SPORTSWEAR CO COM 70,257 -17,862 (20.27) 922,492
ICONIX BRAND GROUP INC COM 171,709 -6,695 (3.75) 4,124,657
BLACKHAWK NETWORK HLDGS INC CL B -5,971 Sold Out 0
DIEBOLD INC COM 152,848 -4,134 (2.63) 4,025,498
CLEAN HARBORS INC COM 208,287 -3,343 (1.58) 3,440,489
SANDERSON FARMS INC COM 151,146 -3,014 (1.96) 1,619,658
BRINKS CO COM 118,539 -2,837 (2.34) 4,329,388
KOPPERS HOLDINGS INC COM 85,184 -2,434 (2.78) 2,295,451
HILL ROM HLDGS INC COM 157,594 -2,396 (1.5) 3,597,206
MIDDLEBY CORP COM 46,947 -1,447 (2.99) 544,434
NORDSON CORP COM 102,607 -318 (0.31) 1,265,812
MEADWESTVACO CORP COM 125,767 4,181 3.44 2,924,805
TIMKENSTEEL CORP COM 68,485 5,502 8.74 1,433,348
HANESBRANDS INC COM 167,506 7,812 4.89 1,631,339
PENTAIR PLC SHS 61,634 7,861 14.62 905,452