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 25
Decreased Positions 15
Positions with Activity 40
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,283

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

Sector Weighting

Basic Materials 5.6%
Capital Goods 32.49%
Conglomerates
Consumer Cyclical 10.62%
Consumer/Non-Cyclical 7.16%
Energy 8.28%
Financial 5.05%
Healthcare 8.13%
Services 12.89%
Technology 5.38%
Transportation
Utilities 2.19%

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 27,109 4,850 21.79 1,498,545
AGCO CORP COM 304,050 20,653 7.29 6,112,787
AMSURG CORP COM 92,431 92,431 New 1,537,952
BRINKS CO COM 137,483 9,413 7.35 4,885,688
BROADRIDGE FINL SOLUTIONS INC COM 221,137 -23,643 (9.66) 4,154,373
CARBO CERAMICS INC COM 115,994 15,863 15.84 3,183,151
CENTENE CORP DEL COM 337,122 -110,658 (24.71) 5,485,234
CHICAGO BRIDGE & IRON CO N V COM 245,661 34,502 16.34 5,321,953
CLEAN HARBORS INC COM 259,151 44,605 20.79 4,653,453
COLUMBIA SPORTSWEAR CO COM 103,289 -2,123 (2.01) 1,848,082
DARLING INGREDIENTS INC COM 275,637 1,416 .52 15,823,039
DIEBOLD INC COM 144,765 1,525 1.07 4,055,030
FLOWSERVE CORP COM 143,988 23,430 19.44 2,317,528
FRESH MKT INC COM 79,150 64,042 423.89 2,079,606
HANESBRANDS INC COM 191,408 -8,232 (4.12) 1,500,772
HILL ROM HLDGS INC COM 139,529 -13,343 (8.73) 2,911,701
ICONIX BRAND GROUP INC COM 144,082 5,922 4.29 4,266,554
IDEX CORP COM 170,986 -5,609 (3.18) 2,213,124
INTREPID POTASH INC COM 73,952 -8,225 (10.01) 5,237,359
ISHARES TR RUS 2000 VAL ETF 295 295 New 2,900


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