Fund Universe

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☆SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.592
AUM ($M)
743
Positions
29
Turnover
0.11
Top-10 wt
56%
Herfindahl
0.046
History (qtrs)
6
Excess Return
+18.9%

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Quarter
Activity this period
Security type

Holdings · 31 positions · portfolio value $743M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆EXTR funds › Extreme Networks TRIM — 7.3% +2.3% 54.6 1,685,450 -612,483 5 —
☆LPX funds › Louisiana-Pacific Corp ADD — 6.1% +1.0% 45.4 577,698 +91,829 5 —
☆BOOT funds › Boot Barn Holdings Inc TRIM — 5.9% +0.2% 44.1 268,599 -3,749 5 —
☆MUSA funds › Murphy USA Inc. TRIM — 5.8% -0.3% 43.1 79,962 -4,835 5 —
☆CXT funds › Crane NXT ADD — 5.7% +1.1% 42.4 829,182 +45,374 5 -29.3%
☆DAR funds › Darling Ingredients Inc. TRIM — 5.6% -1.4% 41.7 763,305 -16,805 5 —
☆LOB funds › Live Oak Bancshares Inc TRIM — 5.1% +0.2% 38.2 934,751 -98,788 5 —
☆AGCO funds › AGCO Corp. ADD Common Stock 4.9% +0.8% 36.6 305,473 +58,197 5 —
☆USPH funds › US Physical Therapy Inc ADD — 4.9% +0.1% 36.2 527,765 +87,861 5 —
☆DORM funds › Dorman Products Inc ADD — 4.8% +1.1% 35.9 263,383 +16,862 5 —
☆MSA funds › MSA Safety Inc ADD — 4.7% +0.6% 34.9 199,654 +29,134 5 -9.3%
☆AWI funds › Armstrong World Industries Inc ADD — 4.3% +0.3% 32.2 200,875 +32,597 5 —
☆EPAC funds › Enerpac Tool Group ADD — 4.1% +0.6% 30.5 850,182 +185,308 5 —
☆BCO funds › The Brink's Co. ADD — 4.1% -0.7% 30.3 320,542 +3,899 5 —
☆CSW funds › CSW Industrials ADD — 3.5% +0.2% 26.4 94,698 +6,362 3 +38.4%
☆SAM funds › The Boston Beer Co Inc ADD — 3.1% +0.6% 23.3 131,877 +57,061 5 —
☆MOD funds › Modine Manufacturing Co TRIM — 2.8% -0.7% 20.5 76,603 -33,683 5 —
☆NGVT funds › Ingevity Corp TRIM — 2.5% -0.1% 18.2 244,260 -6,791 5 —
☆THO funds › Thor Industries Inc. ADD — 2.4% +0.9% 18.0 238,971 +107,864 5 —
☆KAI funds › Kadant Inc ADD — 2.1% +0.2% 15.3 48,681 +5,663 3 +23.9%
☆AEIS funds › Advanced Energy Industries Inc TRIM — 1.9% -0.3% 14.4 38,683 -8,425 5 —
☆GNRC funds › Generac Holdings Inc TRIM — 1.6% +0.2% 11.8 40,377 -8,366 5 —
☆APG funds › APi Group TRIM — 1.4% -0.1% 10.4 244,797 -10,501 5 —
☆CUSIP:920253101 funds › Valmont Industries Inc TRIM — 1.1% +0.1% 7.9 13,601 -2,996 5 —
☆WSO funds › Watsco Inc TRIM — 1.0% +0.0% 7.4 17,853 -793 5 —
☆OSK funds › Oshkosh Corp ADD — 0.9% +0.2% 6.7 43,332 +12,352 3 +14.0%
☆BR funds › Broadridge Financial Solutions TRIM — 0.8% -0.3% 5.9 43,396 -1,858 5 —
☆SEIC funds › SEI Investments Co TRIM — 0.8% -0.0% 5.6 63,671 -3,732 5 —
☆FND funds › Floor & Decor Holdings TRIM — 0.7% +0.0% 5.0 83,711 -3,663 5 —
☆SCL funds › Stepan Co EXIT — 0.0% -2.7% 0.0 0 -378,799 0 —
☆BDC funds › Belden Inc EXIT — 0.0% -4.3% 0.0 0 -258,377 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 743 29 0.11 56% 0.046 0.590 — in
2026Q1 690 31 0.07 52% 0.042 0.627 — in
2025Q4 716 32 0.10 52% 0.042 0.524 — in
2025Q3 772 31 0.08 51% 0.041 0.564 — in
2025Q2 712 31 0.13 52% 0.041 0.514 — entered
2025Q1 691 30 0.00 57% 0.045 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status