SOUTHERNSUN ASSET MANAGEMENT, LLC
6070 POPLAR AVE., MEMPHIS, Tennessee, 38119, (901) 333-6980
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 33 |
| New Positions | 2 |
| Increased Positions | 23 |
| Decreased Positions | 10 |
| Positions with Activity | 33 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
3,029 |
Sector Weighting
| Basic Materials | 4% |
| Capital Goods | 38.7% |
| Conglomerates | |
| Consumer Cyclical | 11.42% |
| Consumer/Non-Cyclical | 13.52% |
| Energy | 5.55% |
| Financial | 7.63% |
| Healthcare | 5.68% |
| Services | 6.46% |
| Technology | 4.13% |
| Transportation | |
| Utilities | 2.91% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
33 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 | -632 | Sold Out | 0 | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | -529 | Sold Out | 0 | |
| FLOWSERVE CORP | COM | 37,088 | 2,583 | 7.49 | 225,145 |
| HANESBRANDS INC | COM | 19,515 | 19,515 | New | 377,397 |
| MIDDLEBY CORP | COM | 79,067 | -10,316 | (11.54) | 469,577 |
| PENTAIR LTD | SHS | 29,329 | 1,644 | 5.94 | 498,702 |
| DIEBOLD INC | COM | 26,737 | 26,737 | New | 818,392 |
| AFFILIATED MANAGERS GROUP | COM | 146,655 | -71 | (0.05) | 869,221 |
| POLARIS INDS INC | COM | 84,418 | -6,630 | (7.28) | 884,793 |
| MEADWESTVACO CORP | COM | 36,937 | 3,764 | 11.35 | 1,034,640 |
| CARBO CERAMICS INC | COM | 85,131 | 7,570 | 9.76 | 1,205,486 |
| SANDERSON FARMS INC | COM | 84,758 | -4,383 | (4.92) | 1,231,056 |
| IDEX CORP | COM | 66,971 | 3,598 | 5.68 | 1,243,658 |
| NORDSON CORP | COM | 89,235 | 2,227 | 2.56 | 1,277,530 |
| OGE ENERGY CORP | COM | 88,218 | 1,717 | 1.99 | 1,291,818 |
| TIMKEN CO | COM | 79,775 | 523 | .66 | 1,372,595 |
| WESTERN UN CO | COM | 32,393 | 18,469 | 132.65 | 1,912,218 |
| COLUMBIA SPORTSWEAR CO | COM | 120,012 | 2,945 | 2.52 | 1,938,174 |
| KOPPERS HOLDINGS INC | COM | 84,241 | 1,237 | 1.49 | 2,050,653 |
| SAFEWAY INC | COM NEW | 63,101 | -1,499 | (2.32) | 2,594,634 |
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