SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 36
New Positions 1
Increased Positions 20
Decreased Positions 16
Positions with Activity 36
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,106

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

Sector Weighting

Basic Materials 5.72%
Capital Goods 37.88%
Conglomerates
Consumer Cyclical 10.86%
Consumer/Non-Cyclical 8.24%
Energy 6.68%
Financial 3.71%
Healthcare 6.47%
Services 11.1%
Technology 5.7%
Transportation
Utilities 2.34%

36 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BLACKHAWK NETWORK HLDGS INC CL B -7,021 Sold Out 0
AEGION CORP COM 13,866 13,866 New 623,175
AGCO CORP COM 228,091 12,917 6.00 5,017,404
BRINKS CO COM 104,078 -2,491 (2.34) 4,329,388
BROADRIDGE FINL SOLUTIONS INC COM 189,388 14,961 8.58 4,549,321
CARBO CERAMICS INC COM 66,947 -12,338 (15.56) 1,130,281
CENTENE CORP DEL COM 330,593 9,322 2.90 3,997,009
CHICAGO BRIDGE & IRON CO N V COM 252,857 63,756 33.72 4,370,911
CLEAN HARBORS INC COM 185,511 -2,977 (1.58) 3,440,489
COLUMBIA SPORTSWEAR CO COM 66,014 -16,783 (20.27) 1,844,984
DARLING INGREDIENTS INC COM 278,093 12,475 4.70 15,179,751
DIEBOLD INC COM 142,181 -3,845 (2.63) 4,025,498
FLOWSERVE CORP COM 118,716 25,802 27.77 1,683,439
HANESBRANDS INC COM 175,271 8,174 4.89 1,631,339
HILL ROM HLDGS INC COM 149,032 -2,266 (1.5) 3,597,206
ICONIX BRAND GROUP INC COM 152,365 -5,941 (3.75) 4,124,657
IDEX CORP COM 157,678 16,308 11.54 2,178,778
INTREPID POTASH INC COM 96,135 -19,143 (16.61) 6,222,354
KOPPERS HOLDINGS INC COM 76,117 -2,175 (2.78) 2,295,451
MEADWESTVACO CORP COM 119,742 3,980 3.44 2,924,805


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