TOWLE & CO
54 holdingsFiling period: 2026-03-31Current AUM: $303.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PBF | PBF ENERGY INC | 249.0K | $11.9M | $18.0M | 5.93% | -137,839 | 2026-03-31 |
| 2 | PUMP | PROPETRO HLDG CORP | 676.4K | $9.7M | $7.5M | 2.47% | -398,151 | 2026-03-31 |
| 3 | UNFI | UNITED NAT FOODS INC | 213.2K | $9.6M | $10.8M | 3.57% | -126,555 | 2026-03-31 |
| 4 | GOLD | GOLD COM INC | 205.5K | $8.2M | $8.5M | 2.80% | -119,850 | 2026-03-31 |
| 5 | DLX | DELUXE CORP MEDIUM TERM NTS | 289.2K | $8.0M | $7.5M | 2.46% | -- | 2026-03-31 |
| 6 | ARCB | ARCBEST CORP | 80.1K | $7.9M | $11.6M | 3.81% | -47,785 | 2026-03-31 |
| 7 | AMR | ALPHA METALLURGICAL RESOUR I | 38.1K | $7.8M | $5.2M | 1.72% | -22,480 | 2026-03-31 |
| 8 | LBRT | LIBERTY ENERGY INC | 266.7K | $7.7M | $5.0M | 1.64% | -313,685 | 2026-03-31 |
| 9 | BWA | BORGWARNER INC | 137.4K | $7.5M | $8.8M | 2.88% | -86,404 | 2026-03-31 |
| 10 | PARR | PAR PAC HOLDINGS INC | 116.3K | $7.3M | $10.0M | 3.29% | -157,871 | 2026-03-31 |
| 11 | MGA | MAGNA INTL INC | 130.0K | $7.3M | $8.9M | 2.94% | -72,327 | 2026-03-31 |
| 12 | — | BUNGE GLOBAL SA | 53.8K | $6.8M | $6.8M | 2.25% | -30,794 | 2026-03-31 |
| 13 | HOV | HOVNANIAN ENTERPRISES INC | 61.6K | $6.8M | $7.6M | 2.51% | -37,821 | 2026-03-31 |
| 14 | LEA | LEAR CORP | 56.1K | $6.8M | $7.3M | 2.42% | -31,692 | 2026-03-31 |
| 15 | OSK | OSHKOSH CORP | 45.7K | $6.7M | $6.5M | 2.14% | -27,942 | 2026-03-31 |
| 16 | BTU | PEABODY ENGR CORP | 198.6K | $6.5M | $4.2M | 1.39% | -115,628 | 2026-03-31 |
| 17 | ARW | ARROW ELECTRS INC | 45.0K | $6.4M | $9.7M | 3.21% | -- | 2026-03-31 |
| 18 | SNX | TD SYNNEX CORPORATION | 38.1K | $6.4M | $9.7M | 3.21% | -22,987 | 2026-03-31 |
| 19 | IMKTA | INGLES MKTS INC | 70.5K | $6.3M | $6.3M | 2.09% | -- | 2026-03-31 |
| 20 | NOV | NOV INC | 332.4K | $6.3M | $6.5M | 2.13% | -- | 2026-03-31 |
| 21 | LEG | LEGGETT & PLATT INC | 602.6K | $6.0M | $5.9M | 1.95% | -350,488 | 2026-03-31 |
| 22 | FLR | FLUOR CORP | 121.7K | $5.7M | $6.1M | 2.01% | -66,871 | 2026-03-31 |
| 23 | BXC | BLUELINX HLDGS INC | 104.6K | $5.7M | $5.7M | 1.87% | -62,609 | 2026-03-31 |
| 24 | RYZ | RYERSON HLDG CORP | 251.2K | $5.6M | $7.0M | 2.30% | -141,444 | 2026-03-31 |
| 25 | FOXF | FOX FACTORY HLDG CORP | 331.6K | $5.5M | $6.0M | 1.97% | -192,494 | 2026-03-31 |
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