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) 5,424

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

Sector Weighting

Basic Materials 4.79%
Capital Goods 31.6%
Conglomerates
Consumer Cyclical 10.54%
Consumer/Non-Cyclical 6.58%
Energy 7.38%
Financial 3.84%
Healthcare 7.6%
Services 16.86%
Technology 4.76%
Transportation
Utilities 3.01%

41 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
TRINITY INDS INC COM 113,379 -95,805 (45.8) 3,755,500
CENTENE CORP DEL COM 309,362 -80,858 (20.72) 4,348,635
MEADWESTVACO CORP COM 118,589 -52,031 (30.5) 2,314,388
CARBO CERAMICS INC COM 80,712 -42,316 (34.4) 2,088,287
NEWFIELD EXPL CO COM 204,934 -38,661 (15.87) 5,495,672
SANDERSON FARMS INC COM 66,329 -35,594 (34.92) 785,519
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -31,938 Sold Out 0
COLUMBIA SPORTSWEAR CO COM 75,075 -27,937 (27.12) 1,346,881
CLEAN HARBORS INC COM 240,795 -20,589 (7.88) 4,286,905
HILL ROM HLDGS INC COM 132,107 -16,390 (11.04) 2,590,329
BROADRIDGE FINL SOLUTIONS INC COM 208,532 -15,223 (6.8) 3,871,741
ISHARES TR RUSSELL 2000 ETF -13,649 Sold Out 0
HANESBRANDS INC COM 179,232 -12,867 (6.7) 5,600,987
DIEBOLD INC COM 126,340 -9,220 (6.8) 3,779,240
MIDDLEBY CORP COM 40,505 -8,907 (18.03) 366,780
NORDSON CORP COM 91,587 -8,782 (8.75) 1,115,560
THOR INDS INC COM 219,139 -4,360 (1.95) 3,548,230
WESTERN UN CO COM 212,973 -3,305 (1.53) 9,576,134
AGCO CORP COM 313,236 -1,328 (0.42) 6,086,985
AMSURG CORP COM 102,731 -389 (0.38) 1,532,149