SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 24
Decreased Positions 13
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,026

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

Sector Weighting

Basic Materials 6.19%
Capital Goods 39.97%
Conglomerates
Consumer Cyclical 10.36%
Consumer/Non-Cyclical 8.54%
Energy 9.91%
Financial 3.02%
Healthcare 4.53%
Services 9.03%
Technology 5.93%
Transportation
Utilities 2.36%

37 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
VERINT SYS INC COM -4,470 Sold Out 0
BLACKHAWK NETWORK HLDGS INC CL B 7,818 -2,917 (27.17) 318,314
SAFEWAY INC COM NEW 66,108 -24,663 (27.17) 1,937,510
NORDSON CORP COM 67,059 -23,570 (26.01) 908,904
CARBO CERAMICS INC COM 192,974 -19,599 (9.22) 1,389,404
ICONIX BRAND GROUP INC COM 158,982 -11,932 (6.98) 4,232,737
MIDDLEBY CORP COM 109,481 -6,800 (5.85) 415,062
COLUMBIA SPORTSWEAR CO COM 106,930 -5,204 (4.64) 1,313,794
BRINKS CO COM 103,449 -3,239 (3.04) 4,044,127
BROADRIDGE FINL SOLUTIONS INC COM 146,253 -4,569 (3.03) 3,972,115
CHICAGO BRIDGE & IRON CO N V COM 290,114 -3,861 (1.31) 3,353,915
TRINITY INDS INC COM 355,584 -2,428 (0.68) 5,020,252
INTREPID POTASH INC COM 115,798 -137 (0.12) 7,663,687
ISHARES RUSSELL 2000 ETF 2,861 2,861 New 25,340
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2,618 2,618 New 10,655
THE ADT CORPORATION COM 33,697 33,697 New 1,115,065
KOPPERS HOLDINGS INC COM 91,803 214 .23 2,040,965
HILL ROM HLDGS INC COM 122,537 1,274 1.05 3,342,518
OGE ENERGY CORP COM 118,399 8,793 8.02 3,248,263
POLARIS INDS INC COM 130,745 13,880 11.88 965,691