SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 37
New Positions 0
Increased Positions 17
Decreased Positions 20
Positions with Activity 37
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,385

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 35.03%
Conglomerates
Consumer Cyclical 10.56%
Consumer/Non-Cyclical 8.43%
Energy 10.74%
Financial 3.19%
Healthcare 5.77%
Services 11.43%
Technology 5.65%
Transportation
Utilities 2.1%

37 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGCO CORP COM 254,129 16,281 6.85 4,733,264
BLACKHAWK NETWORK HLDGS INC CL B 5,899 -2,740 (31.71) 217,370
BRINKS CO COM 122,307 10,729 9.62 4,433,008
BROADRIDGE FINL SOLUTIONS INC COM 171,578 8,920 5.48 4,189,937
CARBO CERAMICS INC COM 197,790 -7,508 (3.66) 1,338,590
CENTENE CORP DEL COM 310,667 -16,688 (5.1) 3,884,306
CHICAGO BRIDGE & IRON CO N V COM 227,510 -5,922 (2.54) 3,268,822
CLEAN HARBORS INC COM 209,218 54,554 35.27 3,495,708
COLUMBIA SPORTSWEAR CO COM 95,130 -12,890 (11.93) 1,157,021
DARLING INGREDIENTS INC COM 284,902 5,394 1.93 14,498,813
DIEBOLD INC COM 157,685 -11,592 (6.85) 4,134,369
FLOWSERVE CORP COM 96,116 -10,431 (9.79) 1,317,556
HANESBRANDS INC COM 152,197 -6,466 (4.08) 1,555,257
HILL ROM HLDGS INC COM 146,734 12,431 9.26 3,651,907
ICONIX BRAND GROUP INC COM 180,590 2,223 1.25 4,285,481
IDEX CORP COM 155,024 2,193 1.44 1,953,433
INTREPID POTASH INC COM 111,921 -3,035 (2.64) 7,461,372
ISHARES RUSSELL 2000 ETF -2,907 Sold Out 0
KOPPERS HOLDINGS INC COM 85,564 11,599 15.68 2,361,034
MEADWESTVACO CORP COM 121,784 4,901 4.19 2,827,582


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