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) 5,114

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 32.25%
Conglomerates
Consumer Cyclical 11.4%
Consumer/Non-Cyclical 8.26%
Energy 8.16%
Financial 4.06%
Healthcare 7.03%
Services 12.92%
Technology 5.73%
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 -204,383 Sold Out 0
AEGION CORP COM 24,129 11,908 97.45 1,230,435
AGCO CORP COM 248,471 29,662 13.56 5,697,561
BRINKS CO COM 100,081 4,877 5.12 4,551,187
BROADRIDGE FINL SOLUTIONS INC COM 207,532 2,221 1.08 4,598,541
CARBO CERAMICS INC COM 125,740 74,019 143.11 2,747,819
CENTENE CORP DEL COM 359,405 -34,940 (8.86) 3,642,864
CHICAGO BRIDGE & IRON CO N V COM 246,383 10,965 4.66 4,574,502
CLEAN HARBORS INC COM 191,007 20,428 11.98 3,852,509
COLUMBIA SPORTSWEAR CO COM 83,742 1,824 2.23 1,886,070
DARLING INGREDIENTS INC COM 298,306 10,650 3.70 15,741,736
DIEBOLD INC COM 145,888 -479 (0.33) 4,012,313
FLOWSERVE CORP COM 126,495 16,752 15.27 1,940,412
FRESH MKT INC COM 16,073 16,073 New 396,955
HANESBRANDS INC COM 177,773 -7,498 (4.05) 1,565,317
HILL ROM HLDGS INC COM 146,938 -18,749 (11.32) 3,190,144
ICONIX BRAND GROUP INC COM 165,735 -1,355 (0.81) 4,091,206
IDEX CORP COM 177,280 8,294 4.91 2,285,718
INTREPID POTASH INC COM 84,039 -5,812 (6.47) 5,819,843
KOPPERS HOLDINGS INC COM 68,481 742 1.10 2,320,590