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) 5,506

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

Sector Weighting

Basic Materials 4.77%
Capital Goods 31.71%
Conglomerates
Consumer Cyclical 10.5%
Consumer/Non-Cyclical 6.57%
Energy 7.47%
Financial 3.8%
Healthcare 7.52%
Services 16.81%
Technology 4.76%
Transportation
Utilities 3%

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 -297 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -13,781 Sold Out 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -32,301 Sold Out 0
TRINITY INDS INC COM 117,998 -99,708 (45.8) 3,755,500
SANDERSON FARMS INC COM 66,447 -35,657 (34.92) 785,519
CARBO CERAMICS INC COM 82,863 -43,444 (34.4) 2,088,287
MEADWESTVACO CORP COM 119,700 -52,518 (30.5) 2,314,388
COLUMBIA SPORTSWEAR CO COM 75,924 -28,253 (27.12) 1,346,881
CENTENE CORP DEL COM 309,231 -80,824 (20.72) 4,348,635
MIDDLEBY CORP COM 40,639 -8,937 (18.03) 366,780
NEWFIELD EXPL CO COM 209,055 -39,439 (15.87) 5,495,672
HILL ROM HLDGS INC COM 133,842 -16,605 (11.04) 2,590,329
NORDSON CORP COM 92,580 -8,878 (8.75) 1,115,560
CLEAN HARBORS INC COM 243,668 -20,835 (7.88) 4,286,905
BROADRIDGE FINL SOLUTIONS INC COM 209,384 -15,285 (6.8) 3,871,741
DIEBOLD INC COM 128,267 -9,360 (6.8) 3,779,240
HANESBRANDS INC COM 181,192 -13,008 (6.7) 5,600,987
THOR INDS INC COM 222,403 -4,425 (1.95) 3,548,230
WESTERN UN CO COM 216,038 -3,353 (1.53) 9,576,134
AGCO CORP COM 315,671 -1,338 (0.42) 6,086,985