SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 42
New Positions 4
Increased Positions 26
Decreased Positions 16
Positions with Activity 42
Sold Out Positions 0
Total Mkt Value (in $ millions) 4,874

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

Sector Weighting

Basic Materials 3.88%
Capital Goods 31.42%
Conglomerates
Consumer Cyclical 10.7%
Consumer/Non-Cyclical 6.88%
Energy 5.93%
Financial 4.43%
Healthcare 7.65%
Services 16.46%
Technology 4.84%
Transportation
Utilities 4.27%

42 Positions as of 06/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEGION CORP COM 33,181 3,639 12.32 1,815,165
AGCO CORP COM 291,639 -6,015 (2.02) 5,963,979
AMSURG CORP COM 132,515 9,851 8.03 1,655,199
ASCENT CAP GROUP INC COM SER A 5,768 5,768 New 210,500
BRINKS CO COM 113,150 -33,697 (22.95) 3,939,752
BROADRIDGE FINL SOLUTIONS INC COM 211,686 4,432 2.14 3,954,529
CARBO CERAMICS INC COM 45,868 -9,659 (17.4) 1,725,026
CENTENE CORP DEL COM 240,573 -31,304 (11.51) 3,847,931
CHICAGO BRIDGE & IRON CO N V COM 270,060 -12,070 (4.28) 6,172,801
CLEAN HARBORS INC COM 224,338 12,865 6.08 4,547,706
COLUMBIA SPORTSWEAR CO COM 69,850 -11,825 (14.48) 1,151,878
DARLING INGREDIENTS INC COM 280,415 38,601 15.96 21,993,317
DIEBOLD INC COM 118,044 169 .14 3,784,668
DISCOVER FINL SVCS COM 1,229 1,229 New 22,785
FLOWSERVE CORP COM 137,749 17,714 14.76 3,065,180
FRESH MKT INC COM 79,852 19,094 31.43 3,859,461
HANESBRANDS INC COM 178,126 8,640 5.10 5,886,506
HILL ROM HLDGS INC COM 117,954 -20,111 (14.57) 2,213,018
ICONIX BRAND GROUP INC COM 67,565 6,424 10.51 4,997,422
IDEX CORP COM 172,526 8,221 5.00 2,408,572


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