Towle & Co as of March 31, 2011
Portfolio Holdings for Towle & Co
Towle & Co holds 41 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Navistar Intl Corp | 4.0 | $15M | 213k | 69.33 | |
| Goodyear Tire & Rubber Company (GT) | 3.9 | $14M | 957k | 14.98 | |
| Group 1 Automotive (GPI) | 3.6 | $13M | 307k | 42.80 | |
| Chiquita Brands International | 3.4 | $13M | 822k | 15.34 | |
| Charming Shoppes | 3.4 | $13M | 2.9M | 4.26 | |
| Dole Food Company | 3.1 | $12M | 843k | 13.63 | |
| Aircastle | 3.1 | $12M | 949k | 12.07 | |
| CNA Financial Corporation (CNA) | 3.1 | $11M | 387k | 29.55 | |
| Jones Group | 3.1 | $11M | 822k | 13.75 | |
| Allied World Assurance | 3.0 | $11M | 176k | 62.69 | |
| Tesoro Corporation | 2.9 | $11M | 400k | 26.83 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.9 | $11M | 323k | 33.04 | |
| Brown Shoe Company | 2.9 | $11M | 870k | 12.22 | |
| PolyOne Corporation | 2.8 | $10M | 732k | 14.21 | |
| Ingram Micro | 2.8 | $10M | 486k | 21.03 | |
| Dean Foods Company | 2.7 | $10M | 998k | 10.00 | |
| Supervalu | 2.6 | $9.6M | 1.1M | 8.93 | |
| Valero Energy Corporation (VLO) | 2.6 | $9.6M | 321k | 29.82 | |
| OfficeMax Incorporated | 2.6 | $9.4M | 728k | 12.94 | |
| Sonic Automotive (SAH) | 2.5 | $9.4M | 669k | 14.01 | |
| Sanmina-SCI Corporation | 2.5 | $9.2M | 819k | 11.21 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 2.5 | $9.2M | 1.1M | 8.16 | |
| Bunge | 2.4 | $9.0M | 124k | 72.33 | |
| PHH Corporation | 2.4 | $8.9M | 411k | 21.77 | |
| Stewart Information Services Corporation (STC) | 2.3 | $8.6M | 820k | 10.48 | |
| Furniture Brands International | 2.3 | $8.5M | 1.9M | 4.55 | |
| GameStop (GME) | 2.3 | $8.6M | 380k | 22.52 | |
| Global Industries | 2.3 | $8.4M | 859k | 9.79 | |
| A.M. Castle & Co. | 2.2 | $8.2M | 436k | 18.88 | |
| Genco Shipping & Trading | 2.2 | $8.1M | 748k | 10.77 | |
| Navigators | 2.2 | $8.0M | 155k | 51.50 | |
| General Cable Corporation | 2.2 | $8.0M | 184k | 43.30 | |
| RadioShack Corporation | 2.1 | $7.8M | 522k | 15.01 | |
| Star Bulk Carriers Corp | 1.6 | $6.0M | 2.5M | 2.40 | |
| Old Republic International Corporation (ORI) | 1.6 | $5.8M | 455k | 12.69 | |
| Overseas Shipholding | 1.4 | $5.2M | 163k | 32.14 | |
| Celestica | 1.3 | $4.9M | 460k | 10.72 | |
| Flexsteel Industries (FLXS) | 1.3 | $4.8M | 317k | 15.06 | |
| Union Drilling (UDRL) | 0.7 | $2.6M | 252k | 10.25 | |
| Virco Mfg. Corporation (VIRC) | 0.6 | $2.1M | 652k | 3.20 | |
| AmeriServ Financial (ASRV) | 0.6 | $2.1M | 866k | 2.37 |
