SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 41
New Positions 1
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 3
Total Mkt Value (in $ millions) 5,092

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

Sector Weighting

Basic Materials 4.29%
Capital Goods 32.26%
Conglomerates
Consumer Cyclical 10.78%
Consumer/Non-Cyclical 5.9%
Energy 6.54%
Financial 4.13%
Healthcare 8.15%
Services 16.97%
Technology 5.38%
Transportation
Utilities 3.06%

41 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ISHARES TR RUS 2000 VAL ETF -286 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -13,618 Sold Out 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -31,461 Sold Out 0
TRINITY INDS INC COM 109,886 -92,854 (45.8) 3,755,500
SANDERSON FARMS INC COM 56,565 -30,354 (34.92) 785,519
CARBO CERAMICS INC COM 68,600 -35,966 (34.4) 2,088,287
MEADWESTVACO CORP COM 111,785 -49,045 (30.5) 2,314,388
COLUMBIA SPORTSWEAR CO COM 96,356 -35,856 (27.12) 1,346,881
CENTENE CORP DEL COM 304,970 -79,710 (20.72) 4,348,635
MIDDLEBY CORP COM 45,004 -9,896 (18.03) 366,780
NEWFIELD EXPL CO COM 180,203 -33,996 (15.87) 5,495,672
HILL ROM HLDGS INC COM 145,136 -18,006 (11.04) 2,590,329
NORDSON CORP COM 82,674 -7,928 (8.75) 1,115,560
CLEAN HARBORS INC COM 212,288 -18,151 (7.88) 4,286,905
BROADRIDGE FINL SOLUTIONS INC COM 210,119 -15,338 (6.8) 3,871,741
DIEBOLD INC COM 128,683 -9,391 (6.8) 3,779,240
HANESBRANDS INC COM 173,799 -12,477 (6.7) 5,600,987
THOR INDS INC COM 198,275 -3,945 (1.95) 3,548,230
WESTERN UN CO COM 193,821 -3,008 (1.53) 9,576,134
AGCO CORP COM 334,845 -1,419 (0.42) 6,086,985