SOUTHERNSUN ASSET MANAGEMENT, LLC
Memphis TN · SEC CIK 0001089755
$7.43亿2026Q2 申报市值
29持仓数
56.3%前十大占比 · 第一大 7.3%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SAM 加仓+$1,010.15万
THO 加仓+$810.71万
LPX 加仓+$722.33万
AGCO 加仓+$696.62万
EPAC 加仓+$664.51万
2026Q2 卖出最多 按季末市值估算
BDC 清仓-$2,966.94万
EXTR 减仓-$1,982.61万
SCL 清仓-$1,893.24万
MOD 减仓-$899.40万
LOB 减仓-$403.45万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BDC | Belden Inc | $0 | 0.00% | 0 | -258,377 | -100.0% | -$2,966.94万 | 清仓 |
| SCL | Stepan Co | $0 | 0.00% | 0 | -378,799 | -100.0% | -$1,893.24万 | 清仓 |
| FND | Floor & Decor Holdings | $496.91万 | 0.67% | 83,711 | -3,663 | -4.2% | -$21.74万 | 减仓 |
| SEIC | SEI Investments Co | $558.46万 | 0.75% | 63,671 | -3,732 | -5.5% | -$32.73万 | 减仓 |
| BR | Broadridge Financial Solutions | $594.31万 | 0.80% | 43,396 | -1,858 | -4.1% | -$25.45万 | 减仓 |
| OSK | Oshkosh Corp | $665.06万 | 0.90% | 43,332 | 12,352 | 39.9% | $189.58万 | 加仓 |
| WSO | Watsco Inc | $743.99万 | 1.00% | 17,853 | -793 | -4.3% | -$33.05万 | 减仓 |
| VMI | Valmont Industries Inc | $785.59万 | 1.06% | 13,601 | -2,996 | -18.1% | -$173.05万 | 减仓 |
| APG | APi Group | $1,036.72万 | 1.40% | 244,797 | -10,501 | -4.1% | -$44.47万 | 减仓 |
| GNRC | Generac Holdings Inc | $1,182.28万 | 1.59% | 40,377 | -8,366 | -17.2% | -$244.96万 | 减仓 |
| AEIS | Advanced Energy Industries Inc | $1,442.37万 | 1.94% | 38,683 | -8,425 | -17.9% | -$314.14万 | 减仓 |
| KAI | Kadant Inc | $1,529.70万 | 2.06% | 48,681 | 5,663 | 13.2% | $177.95万 | 加仓 |
| THO | Thor Industries Inc. | $1,796.11万 | 2.42% | 238,971 | 107,864 | 82.3% | $810.71万 | 加仓 |
| NGVT | Ingevity Corp | $1,823.89万 | 2.46% | 244,260 | -6,791 | -2.7% | -$50.71万 | 减仓 |
| MOD | Modine Manufacturing Co | $2,045.45万 | 2.75% | 76,603 | -33,683 | -30.5% | -$899.40万 | 减仓 |
| SAM | The Boston Beer Co Inc | $2,334.62万 | 3.14% | 131,877 | 57,061 | 76.3% | $1,010.15万 | 加仓 |
| CSW | CSW Industrials | $2,635.45万 | 3.55% | 94,698 | 6,362 | 7.2% | $177.05万 | 加仓 |
| BCO | The Brink's Co. | $3,028.80万 | 4.08% | 320,542 | 3,899 | 1.2% | $36.84万 | 加仓 |
| EPAC | Enerpac Tool Group | $3,048.75万 | 4.10% | 850,182 | 185,308 | 27.9% | $664.51万 | 加仓 |
| AWI | Armstrong World Industries Inc | $3,222.44万 | 4.34% | 200,875 | 32,597 | 19.4% | $522.92万 | 加仓 |
| MSA | MSA Safety Inc | $3,485.56万 | 4.69% | 199,654 | 29,134 | 17.1% | $508.62万 | 加仓 |
| DORM | Dorman Products Inc | $3,593.86万 | 4.84% | 263,383 | 16,862 | 6.8% | $230.08万 | 加仓 |
| USPH | US Physical Therapy Inc | $3,624.69万 | 4.88% | 527,765 | 87,861 | 20.0% | $603.43万 | 加仓 |
| AGCO | AGCO Corp. | $3,656.51万 | 4.92% | 305,473 | 58,197 | 23.5% | $696.62万 | 加仓 |
| LOB | Live Oak Bancshares Inc | $3,817.52万 | 5.14% | 934,751 | -98,788 | -9.6% | -$403.45万 | 减仓 |
| DAR | Darling Ingredients Inc. | $4,169.17万 | 5.61% | 763,305 | -16,805 | -2.2% | -$91.79万 | 减仓 |
| CXT | Crane NXT | $4,242.10万 | 5.71% | 829,182 | 45,374 | 5.8% | $232.13万 | 加仓 |
| MUSA | Murphy USA Inc. | $4,308.91万 | 5.80% | 79,962 | -4,835 | -5.7% | -$260.54万 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $4,412.28万 | 5.94% | 268,599 | -3,749 | -1.4% | -$61.58万 | 减仓 |
| LPX | Louisiana-Pacific Corp | $4,544.17万 | 6.12% | 577,698 | 91,829 | 18.9% | $722.33万 | 加仓 |
| EXTR | Extreme Networks | $5,455.80万 | 7.34% | 1,685,450 | -612,483 | -26.7% | -$1,982.61万 | 减仓 |