SOUTHERNSUN ASSET MANAGEMENT, LLC
Memphis TN · SEC CIK 0001089755
$6.90亿2026Q1 申报市值
31持仓数
52.4%前十大占比 · 第一大 7.0%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BOOT 加仓+$1,158.10万
DORM 加仓+$583.87万
CSW 加仓+$562.54万
EXTR 加仓+$493.19万
CXT 加仓+$469.21万
2026Q1 卖出最多 按季末市值估算
MOD 减仓-$2,993.24万
AEIS 减仓-$2,463.63万
DAR 减仓-$2,194.05万
BCO 减仓-$1,029.55万
MUSA 减仓-$372.01万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWM | Russell 2000 Index Fund | $0 | 0.00% | 0 | -8,800 | -100.0% | -$216.62万 | 清仓 |
| FND | Floor & Decor Holdings | $443.86万 | 0.64% | 87,374 | 11,857 | 15.7% | $60.23万 | 加仓 |
| OSK | Oshkosh Corp | $456.06万 | 0.66% | 30,980 | 10,824 | 53.7% | $159.34万 | 加仓 |
| SEIC | SEI Investments Co | $528.91万 | 0.77% | 67,403 | 913 | 1.4% | $7.16万 | 加仓 |
| VMI | Valmont Industries Inc | $663.17万 | 0.96% | 16,597 | -3,631 | -18.0% | -$145.08万 | 减仓 |
| WSO | Watsco Inc | $678.32万 | 0.98% | 18,646 | 188 | 1.0% | $6.84万 | 加仓 |
| BR | Broadridge Financial Solutions | $735.29万 | 1.07% | 45,254 | 454 | 1.0% | $7.38万 | 加仓 |
| GNRC | Generac Holdings Inc | $952.10万 | 1.38% | 48,743 | -6,974 | -12.5% | -$136.22万 | 减仓 |
| APG | APi Group | $1,034.47万 | 1.50% | 255,298 | 2,527 | 1.0% | $10.24万 | 加仓 |
| THO | Thor Industries Inc. | $1,047.41万 | 1.52% | 131,107 | -11,367 | -8.0% | -$90.81万 | 减仓 |
| KAI | Kadant Inc | $1,257.63万 | 1.82% | 43,018 | -2,015 | -4.5% | -$58.91万 | 减仓 |
| AEIS | Advanced Energy Industries Inc | $1,520.22万 | 2.20% | 47,108 | -76,342 | -61.8% | -$2,463.63万 | 减仓 |
| SAM | The Boston Beer Co Inc | $1,723.76万 | 2.50% | 74,816 | -708 | -0.9% | -$16.31万 | 减仓 |
| NGVT | Ingevity Corp | $1,788.24万 | 2.59% | 251,051 | -21,954 | -8.0% | -$156.38万 | 减仓 |
| SCL | Stepan Co | $1,893.24万 | 2.74% | 378,799 | -28,968 | -7.1% | -$144.78万 | 减仓 |
| CSW | CSW Industrials | $2,301.86万 | 3.34% | 88,336 | 21,588 | 32.3% | $562.54万 | 加仓 |
| MOD | Modine Manufacturing Co | $2,390.01万 | 3.46% | 110,286 | -138,122 | -55.6% | -$2,993.24万 | 减仓 |
| EPAC | Enerpac Tool Group | $2,424.80万 | 3.51% | 664,874 | 64,192 | 10.7% | $234.11万 | 加仓 |
| DORM | Dorman Products Inc | $2,572.69万 | 3.73% | 246,521 | 55,948 | 29.4% | $583.87万 | 加仓 |
| AWI | Armstrong World Industries Inc | $2,773.22万 | 4.02% | 168,278 | 1,533 | 0.9% | $25.26万 | 加仓 |
| MSA | MSA Safety Inc | $2,795.68万 | 4.05% | 170,520 | -15,147 | -8.2% | -$248.34万 | 减仓 |
| AGCO | AGCO Corp. | $2,865.19万 | 4.15% | 247,276 | -22,799 | -8.4% | -$264.17万 | 减仓 |
| BDC | Belden Inc | $2,966.94万 | 4.30% | 258,377 | -22,599 | -8.0% | -$259.50万 | 减仓 |
| CXT | Crane NXT | $3,181.48万 | 4.61% | 783,808 | 115,598 | 17.3% | $469.21万 | 加仓 |
| BCO | The Brink's Co. | $3,281.37万 | 4.76% | 316,643 | -99,349 | -23.9% | -$1,029.55万 | 减仓 |
| USPH | US Physical Therapy Inc | $3,297.52万 | 4.78% | 439,904 | -39,632 | -8.3% | -$297.08万 | 减仓 |
| LOB | Live Oak Bancshares Inc | $3,417.91万 | 4.95% | 1,033,539 | 4,431 | 0.4% | $14.65万 | 加仓 |
| EXTR | Extreme Networks | $3,465.28万 | 5.02% | 2,297,933 | 327,047 | 16.6% | $493.19万 | 加仓 |
| LPX | Louisiana-Pacific Corp | $3,534.70万 | 5.12% | 485,869 | 28,615 | 6.3% | $208.17万 | 加仓 |
| BOOT | Boot Barn Holdings Inc | $3,986.09万 | 5.78% | 272,348 | 79,127 | 41.0% | $1,158.10万 | 加仓 |
| MUSA | Murphy USA Inc. | $4,188.72万 | 6.07% | 84,797 | -7,531 | -8.2% | -$372.01万 | 减仓 |
| DAR | Darling Ingredients Inc. | $4,824.98万 | 6.99% | 780,110 | -354,737 | -31.3% | -$2,194.05万 | 减仓 |