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) 5,454

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

Sector Weighting

Basic Materials 5.62%
Capital Goods 37.57%
Conglomerates
Consumer Cyclical 10.37%
Consumer/Non-Cyclical 8.14%
Energy 8.46%
Financial 3.55%
Healthcare 5.73%
Services 11.41%
Technology 5.69%
Transportation
Utilities 2.21%

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 -5,971 Sold Out 0
SAFEWAY INC COM NEW -46,017 Sold Out 0
MIDDLEBY CORP COM 46,947 -1,447 (2.99) 544,434
AEGION CORP COM 15,367 15,367 New 623,175
PENTAIR PLC SHS 61,634 7,861 14.62 905,452
COLUMBIA SPORTSWEAR CO COM 70,257 -17,862 (20.27) 922,492
POLARIS INDS INC COM 156,017 15,288 10.86 1,073,169
CARBO CERAMICS INC COM 121,607 -22,412 (15.56) 1,130,281
NORDSON CORP COM 102,607 -318 (0.31) 1,265,812
TIMKENSTEEL CORP COM 68,485 5,502 8.74 1,433,348
SANDERSON FARMS INC COM 151,146 -3,014 (1.96) 1,619,658
HANESBRANDS INC COM 167,506 7,812 4.89 1,631,339
FLOWSERVE CORP COM 127,756 27,767 27.77 1,683,439
IDEX CORP COM 167,635 17,338 11.54 2,178,778
KOPPERS HOLDINGS INC COM 85,184 -2,434 (2.78) 2,295,451
TIDEWATER INC COM 117,821 16,766 16.59 2,316,111
TIMKEN CO COM 129,833 10,430 8.74 2,866,695
MEADWESTVACO CORP COM 125,767 4,181 3.44 2,924,805
OGE ENERGY CORP COM 120,746 8,148 7.24 3,218,170
CLEAN HARBORS INC COM 208,287 -3,343 (1.58) 3,440,489