0001213900-24-013730.txt : 20240214 0001213900-24-013730.hdr.sgml : 20240214 20240214104309 ACCESSION NUMBER: 0001213900-24-013730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SOUTHERNSUN ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001089755 ORGANIZATION NAME: IRS NUMBER: 272990431 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03489 FILM NUMBER: 24633889 BUSINESS ADDRESS: STREET 1: 240 MADISON AVENUE STREET 2: SUITE 800 CITY: MEMPHIS STATE: TN ZIP: 38103 BUSINESS PHONE: 901-341-2700 MAIL ADDRESS: STREET 1: 240 MADISON AVENUE STREET 2: SUITE 800 CITY: MEMPHIS STATE: TN ZIP: 38103 FORMER COMPANY: FORMER CONFORMED NAME: SOUTHERNSUN ASSET MANAGEMENT, INC DATE OF NAME CHANGE: 20061207 FORMER COMPANY: FORMER CONFORMED NAME: COOK MICHAEL W ASSET MANAGEMENT DATE OF NAME CHANGE: 19990629 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001089755 XXXXXXXX 12-31-2023 12-31-2023 false SOUTHERNSUN ASSET MANAGEMENT, LLC

240 Madison Avenue Suite 800 Memphis TN 38103

13F HOLDINGS REPORT 028-03489 N Daniel Gafford 901-341-2700 /s/ Daniel Gafford Memphis TN 02-14-2024 0 29 867471383 INFORMATION TABLE 2 infotable.xml AGCO Corp. COM 001084102 41767711 344022 SH SOLE 309871 0 34151 Armstrong World Industries Inc COM 04247X102 38705733 393671 SH SOLE 353775 0 39896 Belden Inc COM 077454106 41299241 534618 SH SOLE 484050 0 50568 Boot Barn Holdings Inc COM 099406100 38026827 495399 SH SOLE 440365 0 55034 Broadridge Financial Solutions COM 11133T103 10893434 52945 SH SOLE 25815 0 27130 Darling Ingredients Inc. COM 237266101 58218602 1168110 SH SOLE 1049298 0 118812 Dorman Products Inc COM 258278100 29042278 348187 SH SOLE 346515 0 1672 Dycom Industries Inc COM 267475101 64342100 559059 SH SOLE 502762 0 56297 Enerpac Tool Group COM 292765104 40243362 1294415 SH SOLE 1285957 0 8458 Floor & Decor Holdings COM 339750101 2599125 23298 SH SOLE 11356 0 11942 IDEX Corp. COM 45167R104 4182190 19263 SH SOLE 9304 0 9959 Ingevity Corp COM 45688C107 35137110 744115 SH SOLE 668134 0 75981 Live Oak Bancshares Inc COM 53803X105 38861095 854090 SH SOLE 848557 0 5533 Louisiana-Pacific Corp COM 546347105 40846032 576677 SH SOLE 515361 0 61316 Malibu Boats Inc COM 56117J100 24797553 452345 SH SOLE 450286 0 2059 MGP Ingredients Inc COM 55303J106 46369522 470661 SH SOLE 423258 0 47403 Murphy USA Inc. COM 626755102 31914616 89507 SH SOLE 80463 0 9044 Polaris Inc. COM 731068102 30620187 323100 SH SOLE 288586 0 34514 Russell 2000 Index Fund COM 464287655 6292259 31350 SH SOLE 31201 0 149 S&P Midcap 400 Dep Rec Spdrs COM 78467Y107 223247 440 SH SOLE 440 0 0 SEI Investments Co COM 784117103 4916228 77360 SH SOLE 18932 0 58428 Stepan Co COM 858586100 28968229 306380 SH SOLE 304989 0 1391 The Boston Beer Co Inc COM 100557107 37051395 107212 SH SOLE 95677 0 11535 The Brink's Co. COM 109696104 40511265 460617 SH SOLE 413803 0 46814 Thor Industries Inc. COM 885160101 32172751 272074 SH SOLE 243830 0 28244 Timken Co. COM 887389104 40799155 509035 SH SOLE 458082 0 50953 Trex Co COM 89531P105 5133394 62005 SH SOLE 30219 0 31786 US Physical Therapy Inc COM 90337L108 44633992 479214 SH SOLE 432788 0 46426 Watsco Inc COM 942622200 8902750 20778 SH SOLE 10043 0 10735