Stock Taper

SOUTHERNSUN ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Valmont Industries, Inc.VMI13.6K$7.86M
Watsco, Inc.WSO17.85K$7.44M
Advanced Energy Industries, Inc.AEIS38.68K$14.42M
Generac Holdings Inc.GNRC40.38K$11.82M
Oshkosh CorpOSK43.33K$6.65M
Broadridge Financial Solutions, Inc.BR43.4K$5.94M
Kadant Inc.KAI48.68K$15.3M
SEI Investments CompanySEIC63.67K$5.58M
Modine Manufacturing CompanyMOD76.6K$20.45M
Murphy USA Inc.MUSA79.96K$43.09M
Floor & Decor Holdings, Inc.FND83.71K$4.97M
The Boston Beer Company, Inc.SAM131.88K$23.35M
MSA Safety IncorporatedMSA199.65K$34.86M
Armstrong World Industries, Inc.AWI200.88K$32.22M
Thor Industries, Inc.THO238.97K$17.96M
Ingevity CorporationNGVT244.26K$18.24M
APi Group CorporationAPG244.8K$10.37M
Dorman Products, Inc.DORM263.38K$35.94M
Boot Barn Holdings, Inc.BOOT268.6K$44.12M
AGCO CorporationAGCO305.47K$36.57M