SOUTHERNSUN ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 37
New Positions 0
Increased Positions 17
Decreased Positions 20
Positions with Activity 37
Sold Out Positions 2
Total Mkt Value (in $ millions) 5,317

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

Sector Weighting

Basic Materials 5.99%
Capital Goods 35%
Conglomerates
Consumer Cyclical 10.72%
Consumer/Non-Cyclical 8.42%
Energy 10.74%
Financial 3.26%
Healthcare 5.42%
Services 11.5%
Technology 5.72%
Transportation
Utilities 2.09%

37 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUSSELL 2000 ETF -2,879 Sold Out 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP -2,723 Sold Out 0
BLACKHAWK NETWORK HLDGS INC CL B 5,854 -2,718 (31.71) 217,370
MIDDLEBY CORP COM 41,805 -50,949 (54.93) 561,213
SAFEWAY INC COM NEW 46,136 -21,425 (31.71) 1,323,086
TIMKENSTEEL CORP COM 55,193 -139 (0.25) 1,318,198
PENTAIR PLC SHS 57,091 -3,296 (5.46) 789,965
KOPPERS HOLDINGS INC COM 84,690 11,481 15.68 2,361,034
COLUMBIA SPORTSWEAR CO COM 87,679 -11,880 (11.93) 1,157,021
TIDEWATER INC COM 98,095 18,232 22.83 1,986,527
NORDSON CORP COM 99,306 28,220 39.70 1,269,730
FLOWSERVE CORP COM 102,611 -11,136 (9.79) 1,317,556
THE ADT CORPORATION COM 103,875 66,889 180.85 3,131,607
INTREPID POTASH INC COM 108,638 -2,946 (2.64) 7,461,372
OGE ENERGY CORP COM 110,947 -9,141 (7.61) 3,001,006
BRINKS CO COM 120,445 10,566 9.62 4,433,008
MEADWESTVACO CORP COM 124,951 5,028 4.19 2,827,582
TIMKEN CO COM 127,206 -319 (0.25) 2,636,396
WESTERN UN CO COM 133,510 9,617 7.76 7,620,413
POLARIS INDS INC COM 143,643 344 .24 968,012


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