SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755 · MEMPHIS, TN · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SOUTHERNSUN ASSET MANAGEMENT, LLC reported 29 positions worth $742.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EXTR (7.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$742.8M
2026 Q2
Positions
29
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.3%
Est. Net Flow (Q)
2026 Q2
10 / 29 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EXTRExtreme NetworksSH$54.6M7.34%1,685,450
2LPXLouisiana-Pacific CorpSH$45.4M6.12%577,698
3BOOTBoot Barn Holdings IncSH$44.1M5.94%268,599
4MUSAMurphy USA Inc.SH$43.1M5.80%79,962
5CXTCrane NXTSH$42.4M5.71%829,182
6DARDarling Ingredients Inc.SH$41.7M5.61%763,305
7LOBLive Oak Bancshares IncSH$38.2M5.14%934,751
8AGCOAGCO Corp.SH$36.6M4.92%305,473
9USPHUS Physical Therapy IncSH$36.2M4.88%527,765
10DORMDorman Products IncSH$35.9M4.84%263,383

The free plan shows the top 10 positions. The remaining 19 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SOUTHERNSUN ASSET MANAGEMENT, LLC hold as of Q2 2026?

SOUTHERNSUN ASSET MANAGEMENT, LLC reported 29 positions worth $742.8M in its Q2 2026 13F filing. Largest positions: EXTR (7.3%), LPX (6.1%), BOOT (5.9%), MUSA (5.8%) and CXT (5.7%).

What did SOUTHERNSUN ASSET MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SOUTHERNSUN ASSET MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.