Towle & Co. as of Dec. 31, 2012
Portfolio Holdings for Towle & Co.
Towle & Co. holds 39 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| OfficeMax Incorporated | 5.3 | $18M | 1.9M | 9.76 | |
| PHH Corporation | 5.1 | $18M | 774k | 22.75 | |
| Tesoro Corporation | 5.1 | $18M | 397k | 44.05 | |
| GameStop (GME) | 3.8 | $13M | 519k | 25.09 | |
| Valero Energy Corporation (VLO) | 3.8 | $13M | 378k | 34.12 | |
| Goodyear Tire & Rubber Company (GT) | 3.5 | $12M | 881k | 13.81 | |
| Dole Food Company | 3.5 | $12M | 1.0M | 11.47 | |
| Navistar International Corporation | 3.3 | $11M | 524k | 21.77 | |
| Unisys Corporation (UIS) | 3.2 | $11M | 642k | 17.30 | |
| Sanmina (SANM) | 3.1 | $11M | 973k | 11.07 | |
| CNA Financial Corporation (CNA) | 3.1 | $11M | 381k | 28.01 | |
| Ingram Micro | 3.0 | $10M | 608k | 16.92 | |
| Celestica (CLS) | 2.9 | $9.9M | 1.2M | 8.15 | |
| Chiquita Brands International | 2.9 | $9.8M | 1.2M | 8.25 | |
| Hawaiian Holdings (HA) | 2.9 | $9.8M | 1.5M | 6.57 | |
| Peabody Energy Corporation | 2.8 | $9.7M | 364k | 26.61 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 2.8 | $9.6M | 1.8M | 5.28 | |
| Meritor | 2.8 | $9.5M | 2.0M | 4.73 | |
| Ferro Corporation | 2.7 | $9.4M | 2.2M | 4.18 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.6 | $9.1M | 271k | 33.59 | |
| Royal Caribbean Cruises (RCL) | 2.3 | $8.0M | 235k | 34.00 | |
| Air Transport Services (ATSG) | 2.2 | $7.7M | 1.9M | 4.01 | |
| General Cable Corporation | 2.2 | $7.6M | 250k | 30.41 | |
| Jones Group | 2.2 | $7.5M | 682k | 11.06 | |
| Patterson-UTI Energy (PTEN) | 2.1 | $7.4M | 395k | 18.63 | |
| Cal Dive International (CDVIQ) | 2.1 | $7.3M | 4.2M | 1.73 | |
| Hanover Insurance (THG) | 2.1 | $7.2M | 187k | 38.74 | |
| Commercial Vehicle (CVGI) | 2.0 | $7.0M | 854k | 8.21 | |
| PolyOne Corporation | 2.0 | $6.9M | 340k | 20.42 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.9 | $6.4M | 1.0M | 6.21 | |
| Arkansas Best Corporation | 1.8 | $6.3M | 655k | 9.55 | |
| Supervalu | 1.8 | $6.1M | 2.5M | 2.47 | |
| Steel Dynamics (STLD) | 1.6 | $5.7M | 413k | 13.73 | |
| Brown Shoe Company | 1.4 | $4.8M | 260k | 18.37 | |
| Canadian Solar (CSIQ) | 1.4 | $4.8M | 1.4M | 3.40 | |
| Genco Shipping & Trading | 0.9 | $3.3M | 937k | 3.49 | |
| AmeriServ Financial (ASRV) | 0.7 | $2.3M | 776k | 3.01 | |
| Virco Mfg. Corporation (VIRC) | 0.4 | $1.3M | 491k | 2.59 | |
| Star Bulk Carriers | 0.3 | $949k | 154k | 6.18 |
