0001213900-23-039693.txt : 20230515 0001213900-23-039693.hdr.sgml : 20230515 20230515154437 ACCESSION NUMBER: 0001213900-23-039693 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SOUTHERNSUN ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001089755 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: 23921506 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 03-31-2023 03-31-2023 false SOUTHERNSUN ASSET MANAGEMENT, LLC

240 Madison Avenue Suite 800 Memphis TN 38103

13F HOLDINGS REPORT 028-03489 000154572 801-71849 N W. Bradley Clayton 901-341-2700 /s/ W. Bradley Clayton Memphis TN 05-15-2023 0 28 876354037 INFORMATION TABLE 2 infotable.xml AGCO Corp. COM 001084102 42146572 311735 SH SOLE 281936 0 29799 Armstrong World Industries Inc COM 04247X102 36210081 508283 SH SOLE 454775 0 53508 Belden Inc COM 077454106 31371433 361547 SH SOLE 359468 0 2079 Boot Barn Holdings Inc COM 099406100 3009576 39269 SH SOLE 17747 0 21522 Broadridge Financial Solutions COM 11133T103 8883168 60607 SH SOLE 27418 0 33189 Darling Ingredients Inc. COM 237266101 69657242 1192761 SH SOLE 1075342 0 117419 Dorman Products Inc COM 258278100 35417925 410595 SH SOLE 408232 0 2363 Dycom Industries Inc COM 267475101 61541629 657145 SH SOLE 592867 0 64278 Enerpac Tool Group COM 292765104 41908613 1643475 SH SOLE 1634005 0 9470 IDEX Corp. COM 45167R104 4133589 17892 SH SOLE 8615 0 9277 Ingevity Corp COM 45688C107 49411165 690872 SH SOLE 626331 0 64541 Live Oak Bancshares Inc COM 53803X105 22425420 920206 SH SOLE 914894 0 5312 Louisiana-Pacific Corp COM 546347105 3849398 71009 SH SOLE 32088 0 38921 Malibu Boats Inc COM 56117J100 26103609 462420 SH SOLE 459764 0 2656 MGP Ingredients Inc COM 55303J106 36173087 373998 SH SOLE 371850 0 2148 Murphy USA Inc. COM 626755102 46753241 181179 SH SOLE 160962 0 20217 Polaris Inc. COM 731068102 45944086 415295 SH SOLE 365606 0 49689 SEI Investments Co COM 784117103 5005872 86983 SH SOLE 19193 0 67790 Stepan Co COM 858586100 40719929 395224 SH SOLE 392948 0 2276 The Boston Beer Co Inc COM 100557107 41518097 126310 SH SOLE 111543 0 14767 The Brink's Co. COM 109696104 46826399 700994 SH SOLE 632416 0 68578 Thor Industries Inc. COM 885160101 30942131 388525 SH SOLE 343424 0 45101 Timken Co. COM 887389104 50200433 614298 SH SOLE 553331 0 60967 Trex Co COM 89531P105 5591891 114894 SH SOLE 52706 0 62188 Univar Solutions USA Inc. COM 91336L107 47309381 1350539 SH SOLE 1217511 0 133028 US Physical Therapy Inc COM 90337L108 28154804 287558 SH SOLE 285931 0 1627 Watsco Inc COM 942622200 8722038 27414 SH SOLE 12525 0 14889 WestRock Co COM 96145D105 6423228 210805 SH SOLE 95371 0 115434