Towle & Co as of June 30, 2014
Portfolio Holdings for Towle & Co
Towle & Co holds 33 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings (HA) | 5.6 | $30M | 2.2M | 13.71 | |
| Goodyear Tire & Rubber Company (GT) | 5.5 | $29M | 1.0M | 27.78 | |
| Atlas Air Worldwide Holdings | 5.2 | $27M | 738k | 36.85 | |
| Meritor | 4.6 | $24M | 1.9M | 13.04 | |
| Tesoro Corporation | 4.5 | $24M | 401k | 58.67 | |
| Flextronics International Ltd Com Stk (FLEX) | 4.3 | $23M | 2.1M | 11.07 | |
| Valero Energy Corporation (VLO) | 4.3 | $23M | 453k | 50.10 | |
| Sanmina (SANM) | 4.3 | $23M | 988k | 22.78 | |
| General Cable Corporation | 4.2 | $22M | 856k | 25.66 | |
| Titan Machinery (TITN) | 3.7 | $20M | 1.2M | 16.46 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 3.5 | $19M | 1.8M | 10.09 | |
| Unisys Corporation (UIS) | 3.5 | $19M | 753k | 24.74 | |
| Ingram Micro | 3.5 | $18M | 622k | 29.21 | |
| Peabody Energy Corporation | 3.4 | $18M | 1.1M | 16.35 | |
| Swift Energy Company | 3.3 | $18M | 1.4M | 12.98 | |
| Air Transport Services (ATSG) | 3.1 | $16M | 1.9M | 8.37 | |
| Renewable Energy | 3.0 | $16M | 1.4M | 11.47 | |
| CNA Financial Corporation (CNA) | 3.0 | $16M | 387k | 40.42 | |
| Chiquita Brands International | 3.0 | $16M | 1.4M | 10.85 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 3.0 | $16M | 304k | 51.11 | |
| Cloud Peak Energy | 2.8 | $15M | 812k | 18.42 | |
| PHH Corporation | 2.8 | $15M | 639k | 22.98 | |
| Pbf Energy Inc cl a (PBF) | 2.7 | $14M | 536k | 26.65 | |
| Navistar International Corporation | 2.4 | $13M | 338k | 37.48 | |
| Hanover Insurance (THG) | 2.3 | $12M | 191k | 63.15 | |
| Supervalu | 2.2 | $12M | 1.4M | 8.22 | |
| Arcbest (ARCB) | 1.5 | $7.9M | 181k | 43.51 | |
| Steel Dynamics (STLD) | 1.4 | $7.6M | 422k | 17.95 | |
| Cal Dive International (CDVIQ) | 1.4 | $7.6M | 5.7M | 1.32 | |
| Commercial Vehicle (CVGI) | 0.8 | $4.2M | 419k | 10.04 | |
| Star Bulk Carriers | 0.8 | $3.9M | 304k | 12.97 | |
| AmeriServ Financial (ASRV) | 0.4 | $2.2M | 643k | 3.48 | |
| Virco Mfg. Corporation (VIRC) | 0.1 | $687k | 296k | 2.32 |
