SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2017

Position Statistics

Total Positions 37
New Positions 1
Increased Positions 8
Decreased Positions 29
Positions with Activity 37
Sold Out Positions 3
Total Mkt Value (in $ millions) 3,912

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

Sector Weighting

Energy 8.78%
Basic Materials 3.1%
Industrials 43.27%
Consumer Cyclicals 13.78%
Consumer Non-Cyclicals 9.46%
Financials 0.12%
Healthcare 12.9%
Technology 4.14%
Telecommunication Services
Utilities 4.44%

37 Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AGCO CORP COM 158,034 -41,205 (20.68) 2,468,127
BRINKS CO COM 85,956 -39,468 (31.47) 1,386,386
THOR INDS INC COM 159,210 -32,563 (16.98) 1,710,831
CENTENE CORP DEL COM 242,439 -28,239 (10.43) 3,243,332
NORDSON CORP COM 40,729 -23,719 (36.8) 336,550
HILL ROM HLDGS INC COM 88,965 -20,753 (18.92) 1,175,536
TIMKEN CO COM 205,740 -20,038 (8.88) 4,453,238
CHICAGO BRIDGE & IRON CO N V COM 103,984 -19,953 (16.1) 5,119,863
CLEAN HARBORS INC COM 210,995 -18,380 (8.01) 3,626,587
SANDERSON FARMS INC COM 74,783 -17,861 (19.28) 623,451
POLARIS INDS INC COM 185,883 -12,576 (6.34) 2,168,492
KNOWLES CORP COM 99,556 -10,783 (9.77) 5,663,021
DIEBOLD NXDF INC COM 62,266 -10,160 (14.03) 2,332,045
MIDDLEBY CORP COM -10,043 Sold Out 0
TRINITY INDS INC COM 181,316 -9,831 (5.14) 6,839,522
AEGION CORP COM 18,261 -5,273 (22.41) 913,951
FLOWSERVE CORP COM 112,989 -5,256 (4.45) 2,305,897
OGE ENERGY CORP COM 173,782 -5,214 (2.91) 4,951,044
WESTROCK CO COM 83,128 -4,312 (4.93) 1,530,629
ISHARES TR RUSSELL 2000 ETF -3,554 Sold Out 0