SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 41
New Positions 1
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 3
Total Mkt Value (in $ millions) 5,173

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

Sector Weighting

Basic Materials 4.73%
Capital Goods 31.34%
Conglomerates
Consumer Cyclical 11.23%
Consumer/Non-Cyclical 6.3%
Energy 6.99%
Financial 3.9%
Healthcare 7.96%
Services 16.53%
Technology 5.19%
Transportation
Utilities 2.95%

41 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 2000 VAL ETF -293 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -13,705 Sold Out 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -31,390 Sold Out 0
AEGION CORP COM 30,399 2,211 7.84 1,616,091
MIDDLEBY CORP COM 42,447 -9,334 (18.03) 366,780
SANDERSON FARMS INC COM 56,400 -30,266 (34.92) 785,519
INTREPID POTASH INC COM 60,607 639 1.07 5,293,208
TIMKENSTEEL CORP COM 61,401 50,011 439.07 2,431,723
WALTER INVT MGMT CORP COM 68,080 7,115 11.67 3,005,756
PENTAIR PLC SHS 68,883 4,944 7.73 1,042,899
KOPPERS HOLDINGS INC COM 72,459 5,151 7.65 3,021,648
TENNECO INC COM 74,339 74,339 New 1,327,475
CARBO CERAMICS INC COM 78,875 -41,353 (34.4) 2,088,287
COLUMBIA SPORTSWEAR CO COM 81,190 -30,212 (27.12) 1,346,881
NORDSON CORP COM 86,356 -8,281 (8.75) 1,115,560
MURPHY USA INC COM 88,132 5,277 6.37 1,548,071
FRESH MKT INC COM 93,590 27,313 41.21 2,936,609
TIDEWATER INC COM 93,829 12,545 15.43 4,323,894
TRINITY INDS INC COM 95,014 -80,287 (45.8) 3,755,500
AMSURG CORP COM 107,971 -409 (0.38) 1,532,149


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