SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 25
Decreased Positions 12
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 4,929

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

Sector Weighting

Basic Materials 5.77%
Capital Goods 31.31%
Conglomerates
Consumer Cyclical 11.09%
Consumer/Non-Cyclical 8.31%
Energy 7.45%
Financial 4.32%
Healthcare 7.83%
Services 13.43%
Technology 5.87%
Transportation
Utilities 2.46%

37 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AECOM TECHNOLOGY CORP DELAWARE COM -185,338 Sold Out 0
TIMKENSTEEL CORP COM 15,360 -33,374 (68.48) 451,764
SANDERSON FARMS INC COM 120,554 -16,372 (11.96) 1,425,999
HILL ROM HLDGS INC COM 146,874 -18,741 (11.32) 3,190,144
TRINITY INDS INC COM 167,904 -19,103 (10.22) 5,901,732
CENTENE CORP DEL COM 385,998 -37,525 (8.86) 3,642,864
POLARIS INDS INC COM 149,891 -11,514 (7.13) 996,616
INTREPID POTASH INC COM 80,663 -5,579 (6.47) 5,819,843
HANESBRANDS INC COM 173,641 -7,324 (4.05) 1,565,317
NORDSON CORP COM 99,014 -1,302 (1.3) 1,249,385
ICONIX BRAND GROUP INC COM 138,528 -1,133 (0.81) 4,091,206
DIEBOLD INC COM 142,638 -469 (0.33) 4,012,313
FRESH MKT INC COM 16,577 16,577 New 396,955
MURPHY USA INC COM 91,460 91,460 New 1,378,025
WALTER INVT MGMT CORP COM 33,672 33,672 New 2,012,661
MIDDLEBY CORP COM 54,383 429 .80 548,766
BROADRIDGE FINL SOLUTIONS INC COM 212,958 2,279 1.08 4,598,541
KOPPERS HOLDINGS INC COM 59,802 648 1.10 2,320,590
COLUMBIA SPORTSWEAR CO COM 84,420 1,839 2.23 1,886,070
DARLING INGREDIENTS INC COM 288,861 10,312 3.70 15,741,736


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