SOUTHERNSUN ASSET MANAGEMENT, LLC
CIK 1089755
13F filing for Q2 2026・No. 3,097
- Holdings
- US$742.81M
- Quarter change
- +US$52.9M
- Entries
- 29
- Net bought (estimate)
- −US$29.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 15
- Added 14
- Corporate actions 0
- Unchanged 0
Largest holdings
29 stocks worth US$742.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EXTRExtreme NetworksCOM | Cut | 1,685,450 | US$54.56M | 7.34% |
| LPXLouisiana-Pacific CorpCOM | Added | 577,698 | US$45.44M | 6.12% |
| BOOTBoot Barn Holdings IncCOM | Cut | 268,599 | US$44.12M | 5.94% |
| MUSAMurphy USA Inc.COM | Cut | 79,962 | US$43.09M | 5.80% |
| Crane NXTCOM | Added | 829,182 | US$42.42M | 5.71% |
| DARDarling Ingredients Inc.COM | Cut | 763,305 | US$41.69M | 5.61% |
| Live Oak Bancshares IncCOM | Cut | 934,751 | US$38.18M | 5.14% |
| AGCOAGCO Corp.COM | Added | 305,473 | US$36.57M | 4.92% |
| US Physical Therapy IncCOM | Added | 527,765 | US$36.25M | 4.88% |
| DORMDorman Products IncCOM | Added | 263,383 | US$35.94M | 4.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.