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) 4,915

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

Sector Weighting

Basic Materials 5.78%
Capital Goods 30.94%
Conglomerates
Consumer Cyclical 11.05%
Consumer/Non-Cyclical 8.47%
Energy 7.73%
Financial 4.26%
Healthcare 7.91%
Services 13.35%
Technology 5.95%
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 -177,854 Sold Out 0
CENTENE CORP DEL COM 388,803 -37,798 (8.86) 3,642,864
TIMKENSTEEL CORP COM 15,496 -33,668 (68.48) 451,764
TRINITY INDS INC COM 164,776 -18,747 (10.22) 5,901,732
HILL ROM HLDGS INC COM 145,726 -18,595 (11.32) 3,190,144
SANDERSON FARMS INC COM 127,527 -17,319 (11.96) 1,425,999
POLARIS INDS INC COM 148,037 -11,371 (7.13) 996,616
HANESBRANDS INC COM 174,815 -7,373 (4.05) 1,565,317
INTREPID POTASH INC COM 81,652 -5,647 (6.47) 5,819,843
NORDSON CORP COM 97,127 -1,277 (1.3) 1,249,385
ICONIX BRAND GROUP INC COM 136,278 -1,114 (0.81) 4,091,206
DIEBOLD INC COM 146,730 -482 (0.33) 4,012,313
MIDDLEBY CORP COM 51,798 409 .80 548,766
KOPPERS HOLDINGS INC COM 58,989 639 1.10 2,320,590
COLUMBIA SPORTSWEAR CO COM 83,874 1,827 2.23 1,886,070
BROADRIDGE FINL SOLUTIONS INC COM 209,280 2,240 1.08 4,598,541
BRINKS CO COM 105,952 5,163 5.12 4,551,187
WESTERN UN CO COM 171,602 6,253 3.78 9,533,467
OGE ENERGY CORP COM 118,900 6,875 6.14 3,415,683
IDEX CORP COM 176,023 8,235 4.91 2,285,718


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