SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 37
New Positions 3
Increased Positions 25
Decreased Positions 12
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,114

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

Sector Weighting

Basic Materials 5.77%
Capital Goods 32.25%
Conglomerates
Consumer Cyclical 11.4%
Consumer/Non-Cyclical 8.26%
Energy 8.16%
Financial 4.06%
Healthcare 7.03%
Services 12.92%
Technology 5.73%
Transportation
Utilities 2.42%

37 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AECOM TECHNOLOGY CORP DELAWARE COM -204,383 Sold Out 0
FRESH MKT INC COM 16,073 16,073 New 396,955
TIMKENSTEEL CORP COM 16,598 -36,063 (68.48) 451,764
MIDDLEBY CORP COM 52,473 414 .80 548,766
POLARIS INDS INC COM 155,701 -11,960 (7.13) 996,616
PENTAIR PLC SHS 75,174 13,576 22.04 1,105,013
AEGION CORP COM 24,129 11,908 97.45 1,230,435
NORDSON CORP COM 99,001 -1,302 (1.3) 1,249,385
MURPHY USA INC COM 86,512 86,512 New 1,378,025
SANDERSON FARMS INC COM 124,276 -16,877 (11.96) 1,425,999
HANESBRANDS INC COM 177,773 -7,498 (4.05) 1,565,317
COLUMBIA SPORTSWEAR CO COM 83,742 1,824 2.23 1,886,070
FLOWSERVE CORP COM 126,495 16,752 15.27 1,940,412
WALTER INVT MGMT CORP COM 37,858 37,858 New 2,012,661
IDEX CORP COM 177,280 8,294 4.91 2,285,718
KOPPERS HOLDINGS INC COM 68,481 742 1.10 2,320,590
CARBO CERAMICS INC COM 125,740 74,019 143.11 2,747,819
TIDEWATER INC COM 104,903 22,565 27.41 2,950,856
MEADWESTVACO CORP COM 142,559 11,732 8.97 3,187,097
HILL ROM HLDGS INC COM 146,938 -18,749 (11.32) 3,190,144


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