SOUTHERNSUN ASSET MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001089755

持仓数

前50大市值合计

$689.9M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q2 调仓2023-03-31 → 2023-06-30 · 共 28 项增持 12减持 14清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

— Univar Solutions USA Inc.

-$47.3M

0 -100%

增持

BOOT Boot Barn Holdings Inc

+$38.0M

484,626 +1134%

增持

USPH US Physical Therapy Inc

+$27.9M

461,491 +60%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

LPX Louisiana-Pacific Corp

增持

MUSA Murphy USA Inc.

+$11.5M

187,295 +3%

减持

DY Dycom Industries Inc

+$8.2M

613,609 -7%

增持

MGPI MGP Ingredients Inc

+$7.0M

406,163 +9%

增持

LOB Live Oak Bancshares Inc

+$6.4M

1,097,071 +19%

清仓

— WestRock Co

-$6.4M

0 -100%

减持

SCL Stepan Co

-$5.4M

369,737 -6%

减持

THO Thor Industries Inc.

+$5.2M

349,335 -10%

增持

BDC Belden Inc

+$4.4M

374,181 +3%

减持

DORM Dorman Products Inc

-$3.4M

406,327 -1%

减持

PII Polaris Inc.

+$2.8M

403,097 -3%

减持

DAR Darling Ingredients Inc.

+$2.2M

1,126,999 -6%

增持

AWI Armstrong World Industries Inc

+$1.9M

518,515 +2%

减持

TREX Trex Co

+$1.6M

109,777 -4%

减持

EPAC Enerpac Tool Group

+$1.6M

1,609,955 -2%

增持

AGCO AGCO Corp.

+$1.5M

332,109 +7%

增持

NGVT Ingevity Corp

-$1.3M

827,295 +20%

减持

WSO Watsco Inc

+$1.1M

25,640 -6%

减持

MBUU Malibu Boats Inc

+$697.0K

456,880 -1%

减持

TKR Timken Co.

-$610.1K

541,793 -12%

增持

SAM The Boston Beer Co Inc

-$465.0K

133,099 +5%

减持

BR Broadridge Financial Solutions

+$398.7K

56,040 -8%

减持

SEIC SEI Investments Co

-$226.0K

80,173 -8%

减持

BCO The Brink's Co.

-$123.3K

688,531 -2%

增持

IEX IDEX Corp.

+$95.2K

19,645 +10%