0001213900-23-066697.txt : 20230814 0001213900-23-066697.hdr.sgml : 20230814 20230814115831 ACCESSION NUMBER: 0001213900-23-066697 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231167721 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 06-30-2023 06-30-2023 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 08-14-2023 0 26 947865614 INFORMATION TABLE 2 infotable.xml AGCO Corp. COM 001084102 43645765 332109 SH SOLE 301637 0 30472 Armstrong World Industries Inc COM 04247X102 38090112 518515 SH SOLE 467791 0 50724 Belden Inc COM 077454106 35790413 374181 SH SOLE 372010 0 2171 Boot Barn Holdings Inc COM 099406100 41042976 484626 SH SOLE 429761 0 54865 Broadridge Financial Solutions COM 11133T103 9281905 56040 SH SOLE 27350 0 28690 Darling Ingredients Inc. COM 237266101 71891266 1126999 SH SOLE 1022401 0 104598 Dorman Products Inc COM 258278100 32030757 406327 SH SOLE 403964 0 2363 Dycom Industries Inc COM 267475101 69736663 613609 SH SOLE 557040 0 56569 Enerpac Tool Group COM 292765104 43468785 1609955 SH SOLE 1600485 0 9470 IDEX Corp. COM 45167R104 4228783 19645 SH SOLE 9332 0 10313 Ingevity Corp COM 45688C107 48115477 827295 SH SOLE 750366 0 76929 Live Oak Bancshares Inc COM 53803X105 28863938 1097071 SH SOLE 1090762 0 6309 Louisiana-Pacific Corp COM 546347105 18082477 241164 SH SOLE 196744 0 44420 Malibu Boats Inc COM 56117J100 26800581 456880 SH SOLE 454224 0 2656 MGP Ingredients Inc COM 55303J106 43167004 406163 SH SOLE 384800 0 21363 Murphy USA Inc. COM 626755102 58269347 187295 SH SOLE 169037 0 18258 Polaris Inc. COM 731068102 48746520 403097 SH SOLE 360112 0 42985 SEI Investments Co COM 784117103 4779914 80173 SH SOLE 19070 0 61103 Stepan Co COM 858586100 35332068 369737 SH SOLE 367592 0 2145 The Boston Beer Co Inc COM 100557107 41053056 133099 SH SOLE 118863 0 14236 The Brink's Co. COM 109696104 46703058 688531 SH SOLE 626339 0 62192 Thor Industries Inc. COM 885160101 36156173 349335 SH SOLE 314129 0 35206 Timken Co. COM 887389104 49590313 541793 SH SOLE 491030 0 50763 Trex Co COM 89531P105 7196980 109777 SH SOLE 52573 0 57204 US Physical Therapy Inc COM 90337L108 56020392 461491 SH SOLE 420249 0 41242 Watsco Inc COM 942622200 9780891 25640 SH SOLE 12495 0 13145