Institutions / Towle & Co
Towle & Co
CIK 1224014 · Institution · as of Mar 31, 2026
Portfolio value
$257.47M
Positions
54
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$257.47M-31.9%Positions
54+22.7%Top holdings
Mar 31, 2026View all 54 →
| Company | Value | % of portfolio |
|---|---|---|
| PBF Energy Inc. | $11.86M | 4.6% |
| ProPetro Holding Corp. | $9.75M | 3.8% |
| United Natural Foods, Inc. | $9.61M | 3.7% |
| Gold.com, Inc.GOLD | $8.24M | 3.2% |
| Deluxe Corp | $7.96M | 3.1% |
| Arcbest Corp /De | $7.88M | 3.1% |
| Alpha Metallurgical Resources, Inc. | $7.83M | 3.0% |
| Liberty Energy Inc | $7.68M | 3.0% |
| Borgwarner Inc | $7.45M | 2.9% |
| Par Pacific Holdings, Inc. | $7.28M | 2.8% |
| Magna Intl Inc | $7.26M | 2.8% |
| Bunge Global SA | $6.84M | 2.7% |
| Hovnanian Enterprises Inc | $6.83M | 2.7% |
| Lear Corp | $6.80M | 2.6% |
| Oshkosh Corp | $6.72M | 2.6% |
| Peabody Energy Corp | $6.54M | 2.5% |
| Arrow Electronics, Inc. | $6.45M | 2.5% |
| TD SYNNEX Corp | $6.43M | 2.5% |
| Ingles Markets Inc | $6.33M | 2.5% |
| NOV Inc | $6.25M | 2.4% |
| Leggett & Platt Inc | $5.95M | 2.3% |
| Fluor Corp | $5.68M | 2.2% |
| BlueLinx Holdings Inc | $5.67M | 2.2% |
| Ryerson Holding Corp | $5.65M | 2.2% |
| Fox Factory Holding Corp | $5.46M | 2.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Anywhere Real Estate Inc | $-16.08M | -1.1M -100.00% | — | medium |
| Q1 2026 as of | Exit | G2717C106 | $-10.37M | -641K -100.00% | — | medium |
| Q1 2026 as of | Exit | Autonation, Inc. | $-10.19M | -49K -100.00% | — | medium |
| Q1 2026 as of | Exit | Lyft, Inc. | $-9.94M | -513K -100.00% | — | medium |
| Q1 2026 as of | Trim | Par Pacific Holdings, Inc. | $-9.89M | -158K -57.59% | 116,263 2.83% of portfolio | medium |
| Q1 2026 as of | Exit | Metallus Inc. | $-9.43M | -549K -100.00% | — | medium |
| Q1 2026 as of | Trim | Liberty Energy Inc | $-9.03M | -314K -54.05% | 266,651 2.98% of portfolio | medium |
| Q1 2026 as of | Exit | Sanmina Corp | $-8.79M | -59K -100.00% | — | medium |
| Q1 2026 as of | Exit | Sonic Automotive Inc | $-8.73M | -141K -100.00% | — | medium |
| Q1 2026 as of | Exit | Ally Financial Inc. | $-8.71M | -192K -100.00% | — | medium |