SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755 · Q1 2026

13F Equity AUM

$689.9M

-3.7% QoQ

Positions

-1 QoQ

AUM Rank

#3,548

Top 29%

Skill Alpha (FF)

+1.0%/yr^ns

No Clear Edge

Rank #1,593 · Top 19%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 29.0%Top 10: 52.4%Top 20: 86.5%

DAR7.0%

LPX5.1%

LOB5.0%

BCO4.8%

CXT4.6%

BDC4.3%

Others (21)47.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 31Median: 3.46%Avg: 3.23%

0–0.5%

0(0.0%)

0.5–1%

5(4.0%)

1–3%

9(17.3%)

3–5%

12(49.7%)

5%+

5(29.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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