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Southernsun Asset Management, LLC – ‘13F-HR’ for 6/30/14 – ‘INFO-TABLE’

On:  Thursday, 8/14/14, at 1:28pm ET   ·   Effective:  8/14/14   ·   For:  6/30/14   ·   Accession #:  1089755-14-20   ·   File #s:  28-03489, 28-11395

Previous ‘13F-HR’:  ‘13F-HR’ on 5/14/14 for 3/31/14   ·   Next:  ‘13F-HR’ on 11/13/14 for 9/30/14   ·   Latest:  ‘13F-HR’ on 5/15/24 for 3/31/24

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  As Of               Filer                 Filing    For·On·As Docs:Size

 8/14/14  Southernsun Asset Management, LLC 13F-HR      6/30/14    2:17K

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      4K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  13F -- 13F_063014.xml                               HTML     15K

‘INFO-TABLE’   —   13F — 13F_063014.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
Plain Text rendering:  13F
 
                                                                                                                                                                                
Information Table
 
Info Table:
Name of Issuer:  ADT Corp.
Title of Class:  COM
CUSIP:  00101J-10-6
Value:  127,732
Shrs or Prn Amt:
Ssh Prnamt:  3655745
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3101510
Shared:  0
None:  554235
Info Table:
Name of Issuer:  AGCO Corp.
Title of Class:  COM
CUSIP:  001084-10-2
Value:  282,078
Shrs or Prn Amt:
Ssh Prnamt:  5017404
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  4579104
Shared:  0
None:  438300
Info Table:
Name of Issuer:  Aegion Corp.
Title of Class:  COM
CUSIP:  00770F-10-4
Value:  14,501
Shrs or Prn Amt:
Ssh Prnamt:  623175
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  580625
Shared:  0
None:  42550
Info Table:
Name of Issuer:  Brink's Co.
Title of Class:  COM
CUSIP:  109696-10-4
Value:  122,175
Shrs or Prn Amt:
Ssh Prnamt:  4329388
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  4217953
Shared:  0
None:  111435
Info Table:
Name of Issuer:  Broadridge Financial Solutions
Title of Class:  COM
CUSIP:  11133T-10-3
Value:  189,434
Shrs or Prn Amt:
Ssh Prnamt:  4549321
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  4062071
Shared:  0
None:  487250
Info Table:
Name of Issuer:  CARBO Ceramics, Inc.
Title of Class:  COM
CUSIP:  140781-10-5
Value:  174,199
Shrs or Prn Amt:
Ssh Prnamt:  1130281
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1062711
Shared:  0
None:  67570
Info Table:
Name of Issuer:  Centene Corp.
Title of Class:  COM
CUSIP:  15135B-10-1
Value:  302,214
Shrs or Prn Amt:
Ssh Prnamt:  3997009
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3666819
Shared:  0
None:  330190
Info Table:
Name of Issuer:  Chicago Bridge & Iron Co.
Title of Class:  COM
CUSIP:  167250-10-9
Value:  298,096
Shrs or Prn Amt:
Ssh Prnamt:  4370911
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3997676
Shared:  0
None:  373235
Info Table:
Name of Issuer:  Clean Harbors, Inc.
Title of Class:  COM
CUSIP:  184496-10-7
Value:  221,051
Shrs or Prn Amt:
Ssh Prnamt:  3440489
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3064984
Shared:  0
None:  375505
Info Table:
Name of Issuer:  Columbia Sportswear Co.
Title of Class:  COM
CUSIP:  198516-10-6
Value:  76,244
Shrs or Prn Amt:
Ssh Prnamt:  922492
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  897257
Shared:  0
None:  25235
Info Table:
Name of Issuer:  Darling Ingredients Inc.
Title of Class:  COM
CUSIP:  237266-10-1
Value:  317,257
Shrs or Prn Amt:
Ssh Prnamt:  15179751
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  13868706
Shared:  0
None:  1311045
Info Table:
Name of Issuer:  Diebold, Inc.
Title of Class:  COM
CUSIP:  253651-10-3
Value:  161,704
Shrs or Prn Amt:
Ssh Prnamt:  4025498
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3791963
Shared:  0
None:  233535
Info Table:
Name of Issuer:  Flowserve Corp.
Title of Class:  COM
CUSIP:  34354P-10-5
Value:  125,164
Shrs or Prn Amt:
Ssh Prnamt:  1683439
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1426834
Shared:  0
None:  256605
Info Table:
Name of Issuer:  Hanesbrands, Inc.
Title of Class:  COM
CUSIP:  410345-10-2
Value:  160,589
Shrs or Prn Amt:
Ssh Prnamt:  1631339
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1376254
Shared:  0
None:  255085
Info Table:
Name of Issuer:  Hill-Rom Holdings, Inc.
Title of Class:  COM
CUSIP:  431475-10-2
Value:  149,320
Shrs or Prn Amt:
Ssh Prnamt:  3597206
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3407606
Shared:  0
None:  189600
Info Table:
Name of Issuer:  IDEX Corp.
Title of Class:  COM
CUSIP:  45167R-10-4
Value:  175,915
Shrs or Prn Amt:
Ssh Prnamt:  2178778
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  2000368
Shared:  0
None:  178410
Info Table:
Name of Issuer:  Iconix Brand Group, Inc.
Title of Class:  COM
CUSIP:  451055-10-7
Value:  177,113
Shrs or Prn Amt:
Ssh Prnamt:  4124657
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3896264
Shared:  0
None:  228393
Info Table:
Name of Issuer:  Intrepid Potash, Inc.
Title of Class:  COM
CUSIP:  46121Y-10-2
Value:  104,287
Shrs or Prn Amt:
Ssh Prnamt:  6222354
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  6054369
Shared:  0
None:  167985
Info Table:
Name of Issuer:  Koppers Holdings, Inc.
Title of Class:  COM
CUSIP:  50060P-10-6
Value:  87,801
Shrs or Prn Amt:
Ssh Prnamt:  2295451
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  2233526
Shared:  0
None:  61925
Info Table:
Name of Issuer:  MeadWestvaco Corp.
Title of Class:  COM
CUSIP:  583334-10-7
Value:  129,452
Shrs or Prn Amt:
Ssh Prnamt:  2924805
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  2482945
Shared:  0
None:  441860
Info Table:
Name of Issuer:  Middleby Corp.
Title of Class:  COM
CUSIP:  596278-10-1
Value:  45,036
Shrs or Prn Amt:
Ssh Prnamt:  544434
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  521439
Shared:  0
None:  22995
Info Table:
Name of Issuer:  Newfield Exploration Co.
Title of Class:  COM
CUSIP:  651290-10-8
Value:  219,069
Shrs or Prn Amt:
Ssh Prnamt:  4956303
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  4414353
Shared:  0
None:  541950
Info Table:
Name of Issuer:  Nordson Corp.
Title of Class:  COM
CUSIP:  655663-10-2
Value:  101,505
Shrs or Prn Amt:
Ssh Prnamt:  1265812
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1228352
Shared:  0
None:  37460
Info Table:
Name of Issuer:  OGE Energy Corp.
Title of Class:  COM
CUSIP:  670837-10-3
Value:  125,766
Shrs or Prn Amt:
Ssh Prnamt:  3218170
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  2933705
Shared:  0
None:  284465
Info Table:
Name of Issuer:  Pentair PLC
Title of Class:  COM
CUSIP:  G7S00T-10-4
Value:  65,301
Shrs or Prn Amt:
Ssh Prnamt:  905452
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  757472
Shared:  0
None:  147980
Info Table:
Name of Issuer:  Polaris Industries, Inc.
Title of Class:  COM
CUSIP:  731068-10-2
Value:  139,770
Shrs or Prn Amt:
Ssh Prnamt:  1073169
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  975959
Shared:  0
None:  97210
Info Table:
Name of Issuer:  Sanderson Farms, Inc.
Title of Class:  COM
CUSIP:  800013-10-4
Value:  157,431
Shrs or Prn Amt:
Ssh Prnamt:  1619658
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1579063
Shared:  0
None:  40595
Info Table:
Name of Issuer:  Thor Industries, Inc.
Title of Class:  COM
CUSIP:  885160-10-1
Value:  199,252
Shrs or Prn Amt:
Ssh Prnamt:  3503632
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  3199587
Shared:  0
None:  304045
Info Table:
Name of Issuer:  Tidewater, Inc.
Title of Class:  COM
CUSIP:  886423-10-2
Value:  130,050
Shrs or Prn Amt:
Ssh Prnamt:  2316111
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  1963131
Shared:  0
None:  352980
Info Table:
Name of Issuer:  Timken Co.
Title of Class:  COM
CUSIP:  887389-10-4
Value:  194,477
Shrs or Prn Amt:
Ssh Prnamt:  2866695
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  2569275
Shared:  0
None:  297420
Info Table:
Name of Issuer:  Trinity Industries, Inc.
Title of Class:  COM
CUSIP:  896522-10-9
Value:  287,380
Shrs or Prn Amt:
Ssh Prnamt:  6573189
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  5998055
Shared:  0
None:  575134
Info Table:
Name of Issuer:  URS Corp.
Title of Class:  COM
CUSIP:  903236-10-7
Value:  278,981
Shrs or Prn Amt:
Ssh Prnamt:  6084638
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  5551458
Shared:  0
None:  533180
Info Table:
Name of Issuer:  Western Union Co.
Title of Class:  COM
CUSIP:  959802-10-9
Value:  159,286
Shrs or Prn Amt:
Ssh Prnamt:  9186065
Ssh Prnamt Type:  SH
Investment Discretion:  SOLE
Voting Authority:
Sole:  7791715
Shared:  0
None:  1394350


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