SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 26
Decreased Positions 14
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 5,491

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

Sector Weighting

Basic Materials 5.16%
Capital Goods 31.18%
Conglomerates
Consumer Cyclical 10.08%
Consumer/Non-Cyclical 5.69%
Energy 8.17%
Financial 4.92%
Healthcare 9.08%
Services 16.2%
Technology 5.37%
Transportation
Utilities 2.1%

40 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEGION CORP COM 27,948 5,000 21.79 1,498,545
AGCO CORP COM 298,732 20,292 7.29 6,112,787
AMSURG CORP COM 100,413 100,413 New 1,537,952
BRINKS CO COM 131,572 9,008 7.35 4,885,688
BROADRIDGE FINL SOLUTIONS INC COM 223,796 -23,927 (9.66) 4,154,373
CARBO CERAMICS INC COM 104,598 14,305 15.84 3,183,151
CENTENE CORP DEL COM 397,899 -130,608 (24.71) 5,485,234
CHICAGO BRIDGE & IRON CO N V COM 271,952 38,195 16.34 5,321,953
CLEAN HARBORS INC COM 260,268 44,797 20.79 4,653,453
COLUMBIA SPORTSWEAR CO COM 114,784 -2,359 (2.01) 1,848,082
DARLING INGREDIENTS INC COM 220,257 1,132 .52 15,823,039
DIEBOLD INC COM 143,872 1,516 1.07 4,055,030
FLOWSERVE CORP COM 132,957 21,635 19.44 2,317,528
FRESH MKT INC COM 79,815 64,580 423.89 2,079,606
HANESBRANDS INC COM 207,587 -8,928 (4.12) 6,003,088
HILL ROM HLDGS INC COM 151,146 -14,454 (8.73) 2,911,701
ICONIX BRAND GROUP INC COM 114,216 4,694 4.29 4,266,554
IDEX CORP COM 169,016 -5,544 (3.18) 2,213,124
INTREPID POTASH INC COM 63,634 -7,077 (10.01) 5,237,359
KOPPERS HOLDINGS INC COM 62,986 10,912 20.95 2,806,857