Towle & Co

Towle & Co. as of March 31, 2012

Portfolio Holdings for Towle & Co.

Towle & Co. holds 41 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
AEGEAN MARINE PETROLEUM Networ Com Stk 4.1 $14M 2.0M 6.91
PHH Corporation 3.9 $13M 831k 15.47
Jones Group 3.8 $13M 1.0M 12.56
Meritor 3.8 $13M 1.6M 8.07
CNA Financial Corporation (CNA) 3.6 $12M 408k 29.33
Sanmina-SCI Corporation 3.6 $12M 1.0M 11.45
Tesoro Corporation 3.5 $11M 424k 26.84
Whirlpool Corporation (WHR) 3.4 $11M 145k 76.86
Dole Food Company 3.3 $11M 1.1M 9.98
Valero Energy Corporation (VLO) 3.2 $10M 405k 25.77
Arch Coal 3.1 $10M 960k 10.71
Allied World Assurance 3.1 $10M 148k 68.67
OfficeMax Incorporated 3.0 $10M 1.8M 5.72
Brown Shoe Company 3.0 $9.8M 1.1M 9.23
Dean Foods Company 2.9 $9.6M 793k 12.11
Unisys Corporation (UIS) 2.8 $9.2M 467k 19.72
Chiquita Brands International 2.8 $9.2M 1.0M 8.79
Navistar International Corporation 2.8 $9.1M 226k 40.45
Supervalu 2.7 $9.0M 1.6M 5.71
GameStop (GME) 2.7 $8.8M 404k 21.84
Celestica (CLS) 2.6 $8.8M 917k 9.57
Goodyear Tire & Rubber Company (GT) 2.6 $8.7M 776k 11.22
ARGO GROUP INTERNATIONAL Holdi Com Stk 2.6 $8.7M 290k 29.87
Hanover Insurance (THG) 2.5 $8.2M 200k 41.12
Ingram Micro 2.5 $8.1M 439k 18.56
PolyOne Corporation 2.4 $7.8M 544k 14.40
General Cable Corporation 2.4 $7.8M 268k 29.08
Royal Caribbean Cruises (RCL) 2.2 $7.4M 252k 29.43
Sonic Automotive (SAH) 2.2 $7.1M 399k 17.91
Genco Shipping & Trading 1.9 $6.4M 1.0M 6.36
Flexsteel Industries (FLXS) 1.7 $5.7M 317k 18.10
RadioShack Corporation 1.6 $5.3M 848k 6.22
Hawaiian Holdings (HA) 1.5 $4.9M 939k 5.23
Canadian Solar (CSIQ) 1.4 $4.8M 1.5M 3.18
Cal Dive International (CDVIQ) 1.2 $4.1M 1.2M 3.30
A.M. Castle & Co. 1.2 $3.9M 308k 12.65
AmeriServ Financial (ASRV) 0.7 $2.3M 840k 2.74
Star Bulk Carriers Corp 0.7 $2.2M 2.5M 0.90
Charming Shoppes 0.7 $2.2M 366k 5.90
Virco Mfg. Corporation (VIRC) 0.4 $1.3M 619k 2.05
Stewart Information Services Corporation (STC) 0.0 $21k 1.5k 14.48