Towle & Co

Towle & Co as of Dec. 31, 2014

Portfolio Holdings for Towle & Co

Towle & Co holds 31 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hawaiian Holdings (HA) 9.7 $54M 2.1M 26.05
Goodyear Tire & Rubber Company (GT) 5.3 $29M 1.0M 28.57
Tesoro Corporation 5.2 $29M 391k 74.35
Meritor 5.1 $28M 1.9M 15.15
Atlas Air Worldwide Holdings 4.8 $26M 532k 49.30
Unisys Corporation (UIS) 4.7 $26M 876k 29.48
AEGEAN MARINE PETROLEUM Networ Com Stk 4.6 $26M 1.8M 14.02
Flextronics International Ltd Com Stk (FLEX) 4.1 $23M 2.0M 11.18
Sanmina (SANM) 4.1 $23M 958k 23.53
Valero Energy Corporation (VLO) 4.0 $22M 442k 49.50
SkyWest (SKYW) 3.9 $22M 1.6M 13.28
General Cable Corporation 3.3 $18M 1.2M 14.90
Pbf Energy Inc cl a (PBF) 3.1 $17M 637k 26.64
Ingram Micro 3.0 $17M 603k 27.64
ARGO GROUP INTERNATIONAL Holdi Com Stk 2.9 $16M 293k 55.47
Air Transport Services (ATSG) 2.9 $16M 1.9M 8.56
Parker Drilling Company 2.8 $15M 5.0M 3.07
PHH Corporation 2.8 $15M 635k 23.96
CNA Financial Corporation (CNA) 2.6 $15M 375k 38.71
Titan Machinery (TITN) 2.6 $14M 1.0M 13.94
Supervalu 2.4 $13M 1.4M 9.70
Renewable Energy 2.4 $13M 1.4M 9.71
Hanover Insurance (THG) 2.4 $13M 184k 71.32
Trinseo S A 2.2 $12M 694k 17.45
Navistar International Corporation 2.0 $11M 333k 33.48
Paragon Offshore Plc equity 1.8 $10M 3.7M 2.77
Peabody Energy Corporation 1.5 $8.2M 1.1M 7.74
Cloud Peak Energy 1.3 $7.3M 798k 9.18
Swift Energy Company 1.3 $7.0M 1.7M 4.05
Star Bulk Carriers 0.9 $5.3M 805k 6.56
AmeriServ Financial (ASRV) 0.3 $1.9M 609k 3.13