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) 4,726

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

Sector Weighting

Basic Materials 5.97%
Capital Goods 37.02%
Conglomerates
Consumer Cyclical 11.41%
Consumer/Non-Cyclical 8.33%
Energy 5.86%
Financial 3.82%
Healthcare 6.67%
Services 11.16%
Technology 6.2%
Transportation
Utilities 2.42%

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 -7,082 Sold Out 0
SAFEWAY INC COM NEW -44,575 Sold Out 0
NEWFIELD EXPL CO COM 134,316 -35,486 (20.9) 4,956,303
COLUMBIA SPORTSWEAR CO COM 64,943 -16,511 (20.27) 1,844,984
INTREPID POTASH INC COM 84,997 -16,925 (16.61) 6,222,354
CARBO CERAMICS INC COM 59,396 -10,947 (15.56) 1,130,281
TRINITY INDS INC COM 237,161 -25,524 (9.72) 6,573,189
ICONIX BRAND GROUP INC COM 150,055 -5,851 (3.75) 4,124,657
MIDDLEBY CORP COM 44,927 -1,385 (2.99) 544,434
KOPPERS HOLDINGS INC COM 80,593 -2,303 (2.78) 2,295,451
DIEBOLD INC COM 143,026 -3,868 (2.63) 4,025,498
BRINKS CO COM 97,411 -2,331 (2.34) 4,329,388
SANDERSON FARMS INC COM 127,289 -2,538 (1.96) 1,619,658
CLEAN HARBORS INC COM 163,939 -2,631 (1.58) 3,440,489
HILL ROM HLDGS INC COM 149,860 -2,279 (1.5) 3,597,206
NORDSON CORP COM 88,759 -275 (0.31) 1,265,812
AEGION CORP COM 10,775 10,775 New 623,175
CENTENE CORP DEL COM 315,084 8,884 2.90 3,997,009
MEADWESTVACO CORP COM 116,466 3,871 3.44 2,924,805
DARLING INGREDIENTS INC COM 266,253 11,944 4.70 15,179,751