SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 36
New Positions 1
Increased Positions 20
Decreased Positions 16
Positions with Activity 36
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,441

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

Sector Weighting

Basic Materials 5.62%
Capital Goods 37.59%
Conglomerates
Consumer Cyclical 10.4%
Consumer/Non-Cyclical 8.16%
Energy 8.39%
Financial 3.54%
Healthcare 5.72%
Services 11.42%
Technology 5.7%
Transportation
Utilities 2.2%

36 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BLACKHAWK NETWORK HLDGS INC CL B -5,984 Sold Out 0
SAFEWAY INC COM NEW -46,004 Sold Out 0
NEWFIELD EXPL CO COM 216,838 -57,289 (20.9) 4,956,303
COLUMBIA SPORTSWEAR CO COM 70,709 -17,977 (20.27) 922,492
INTREPID POTASH INC COM 96,695 -19,254 (16.61) 6,222,354
CARBO CERAMICS INC COM 122,737 -22,620 (15.56) 1,130,281
TRINITY INDS INC COM 315,579 -33,963 (9.72) 6,573,189
ICONIX BRAND GROUP INC COM 171,173 -6,674 (3.75) 4,124,657
MIDDLEBY CORP COM 46,887 -1,445 (2.99) 544,434
KOPPERS HOLDINGS INC COM 83,623 -2,389 (2.78) 2,295,451
DIEBOLD INC COM 152,566 -4,126 (2.63) 4,025,498
BRINKS CO COM 118,928 -2,846 (2.34) 4,329,388
SANDERSON FARMS INC COM 151,989 -3,030 (1.96) 1,619,658
CLEAN HARBORS INC COM 206,877 -3,320 (1.58) 3,440,489
HILL ROM HLDGS INC COM 157,558 -2,396 (1.5) 3,597,206
NORDSON CORP COM 102,189 -316 (0.31) 1,265,812
AEGION CORP COM 15,168 15,168 New 623,175
CENTENE CORP DEL COM 311,047 8,771 2.90 3,997,009
MEADWESTVACO CORP COM 125,416 4,169 3.44 2,924,805
DARLING INGREDIENTS INC COM 292,058 13,101 4.70 15,179,751


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