SOUTHERNSUN ASSET MANAGEMENT, LLC Information

6070 POPLAR AVE., MEMPHIS, Tennessee, 38119, (901) 333-6980

Report Date: 09/30/2014

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 25
Decreased Positions 12
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,114

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

Sector Weighting

Basic Materials 5.77%
Capital Goods 32.25%
Conglomerates
Consumer Cyclical 11.4%
Consumer/Non-Cyclical 8.26%
Energy 8.16%
Financial 4.06%
Healthcare 7.03%
Services 12.92%
Technology 5.73%
Transportation
Utilities 2.42%

37 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AECOM TECHNOLOGY CORP DELAWARE COM -204,383 Sold Out 0
TIMKENSTEEL CORP COM 16,598 -36,063 (68.48) 451,764
CENTENE CORP DEL COM 359,405 -34,940 (8.86) 3,642,864
TRINITY INDS INC COM 213,230 -24,260 (10.22) 5,901,732
HILL ROM HLDGS INC COM 146,938 -18,749 (11.32) 3,190,144
SANDERSON FARMS INC COM 124,276 -16,877 (11.96) 1,425,999
POLARIS INDS INC COM 155,701 -11,960 (7.13) 996,616
HANESBRANDS INC COM 177,773 -7,498 (4.05) 1,565,317
INTREPID POTASH INC COM 84,039 -5,812 (6.47) 5,819,843
ICONIX BRAND GROUP INC COM 165,735 -1,355 (0.81) 4,091,206
NORDSON CORP COM 99,001 -1,302 (1.3) 1,249,385
DIEBOLD INC COM 145,888 -479 (0.33) 4,012,313
MIDDLEBY CORP COM 52,473 414 .80 548,766
KOPPERS HOLDINGS INC COM 68,481 742 1.10 2,320,590
COLUMBIA SPORTSWEAR CO COM 83,742 1,824 2.23 1,886,070
BROADRIDGE FINL SOLUTIONS INC COM 207,532 2,221 1.08 4,598,541
BRINKS CO COM 100,081 4,877 5.12 4,551,187
WESTERN UN CO COM 174,272 6,351 3.78 9,533,467
OGE ENERGY CORP COM 123,579 7,146 6.14 3,415,683
IDEX CORP COM 177,280 8,294 4.91 2,285,718