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) 4,915

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

Sector Weighting

Basic Materials 5.78%
Capital Goods 30.94%
Conglomerates
Consumer Cyclical 11.05%
Consumer/Non-Cyclical 8.47%
Energy 7.73%
Financial 4.26%
Healthcare 7.91%
Services 13.35%
Technology 5.95%
Transportation
Utilities 2.42%

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 -177,854 Sold Out 0
AEGION CORP COM 21,570 10,645 97.45 1,230,435
AGCO CORP COM 258,043 30,804 13.56 5,697,561
BRINKS CO COM 105,952 5,163 5.12 4,551,187
BROADRIDGE FINL SOLUTIONS INC COM 209,280 2,240 1.08 4,598,541
CARBO CERAMICS INC COM 116,343 68,487 143.11 2,747,819
CENTENE CORP DEL COM 388,803 -37,798 (8.86) 3,642,864
CHICAGO BRIDGE & IRON CO N V COM 188,973 8,410 4.66 4,574,502
CLEAN HARBORS INC COM 189,004 20,214 11.98 3,852,509
COLUMBIA SPORTSWEAR CO COM 83,874 1,827 2.23 1,886,070
DARLING INGREDIENTS INC COM 288,703 10,307 3.70 15,741,736
DIEBOLD INC COM 146,730 -482 (0.33) 4,012,313
FLOWSERVE CORP COM 114,271 15,133 15.27 1,940,412
FRESH MKT INC COM 16,041 16,041 New 396,955
HANESBRANDS INC COM 174,815 -7,373 (4.05) 1,565,317
HILL ROM HLDGS INC COM 145,726 -18,595 (11.32) 3,190,144
ICONIX BRAND GROUP INC COM 136,278 -1,114 (0.81) 4,091,206
IDEX CORP COM 176,023 8,235 4.91 2,285,718
INTREPID POTASH INC COM 81,652 -5,647 (6.47) 5,819,843
KOPPERS HOLDINGS INC COM 58,989 639 1.10 2,320,590


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