SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 26
Decreased Positions 14
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 5,384

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

Sector Weighting

Basic Materials 5.38%
Capital Goods 31.07%
Conglomerates
Consumer Cyclical 9.64%
Consumer/Non-Cyclical 5.88%
Energy 9.09%
Financial 4.99%
Healthcare 8.24%
Services 16.42%
Technology 5.25%
Transportation
Utilities 2.11%

40 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ISHARES TR RUS 2000 VAL ETF 292 292 New 2,900
ISHARES TR RUSSELL 2000 ETF 13,385 13,385 New 110,755
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 31,384 31,384 New 115,037
MIDDLEBY CORP COM 45,540 -10,313 (18.47) 447,435
TIMKENSTEEL CORP COM 14,575 -22 (0.15) 451,097
POLARIS INDS INC COM 111,645 -28,020 (20.06) 796,670
PENTAIR PLC SHS 59,825 -8,465 (12.4) 968,040
SANDERSON FARMS INC COM 97,252 -17,641 (15.35) 1,207,050
NORDSON CORP COM 98,829 -2,171 (2.15) 1,222,532
MURPHY USA INC COM 88,749 4,717 5.61 1,455,381
AEGION CORP COM 27,109 4,850 21.79 1,498,545
AMSURG CORP COM 96,184 96,184 New 1,537,952
COLUMBIA SPORTSWEAR CO COM 104,694 -2,152 (2.01) 1,848,082
FRESH MKT INC COM 70,228 56,823 423.89 2,079,606
IDEX CORP COM 166,515 -5,462 (3.18) 2,213,124
FLOWSERVE CORP COM 129,735 21,111 19.44 2,317,528
WALTER INVT MGMT CORP COM 46,376 11,698 33.73 2,691,613
KOPPERS HOLDINGS INC COM 65,007 11,262 20.95 2,806,857
HILL ROM HLDGS INC COM 145,090 -13,875 (8.73) 2,911,701
CARBO CERAMICS INC COM 137,958 18,867 15.84 3,183,151


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