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) 4,718

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

Sector Weighting

Basic Materials 5.93%
Capital Goods 30.16%
Conglomerates
Consumer Cyclical 11.33%
Consumer/Non-Cyclical 8.08%
Energy 7.36%
Financial 4.68%
Healthcare 8.43%
Services 13.3%
Technology 5.88%
Transportation
Utilities 2.55%

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 -154,671 Sold Out 0
AEGION CORP COM 18,850 9,303 97.45 1,230,435
AGCO CORP COM 246,932 29,478 13.56 5,697,561
BRINKS CO COM 101,992 4,971 5.12 4,551,187
BROADRIDGE FINL SOLUTIONS INC COM 220,684 2,362 1.08 4,598,541
CARBO CERAMICS INC COM 90,074 53,023 143.11 2,747,819
CENTENE CORP DEL COM 397,655 -38,658 (8.86) 3,642,864
CHICAGO BRIDGE & IRON CO N V COM 157,866 7,026 4.66 4,574,502
CLEAN HARBORS INC COM 182,301 19,497 11.98 3,852,509
COLUMBIA SPORTSWEAR CO COM 80,158 1,746 2.23 1,886,070
DARLING INGREDIENTS INC COM 267,295 9,543 3.70 15,741,736
DIEBOLD INC COM 125,184 -411 (0.33) 4,012,313
FLOWSERVE CORP COM 105,733 14,002 15.27 1,940,412
FRESH MKT INC COM 15,128 15,128 New 396,955
HANESBRANDS INC COM 174,345 -7,354 (4.05) 1,565,317
HILL ROM HLDGS INC COM 152,361 -19,441 (11.32) 3,190,144
ICONIX BRAND GROUP INC COM 135,992 -1,112 (0.81) 4,091,206
IDEX CORP COM 165,372 7,737 4.91 2,285,718
INTREPID POTASH INC COM 77,462 -5,357 (6.47) 5,819,843
KOPPERS HOLDINGS INC COM 42,142 457 1.10 2,320,590