Towle & Co

Towle & Co. as of March 31, 2013

Portfolio Holdings for Towle & Co.

Towle & Co. holds 39 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesoro Corporation 5.9 $23M 390k 58.55
Navistar International Corporation 4.6 $18M 509k 34.57
Valero Energy Corporation (VLO) 4.4 $17M 371k 45.49
PHH Corporation 4.3 $17M 762k 21.96
Unisys Corporation (UIS) 4.3 $17M 733k 22.75
OfficeMax Incorporated 3.8 $15M 1.3M 11.61
GameStop (GME) 3.7 $14M 512k 27.97
CNA Financial Corporation (CNA) 3.2 $12M 375k 32.69
AEGEAN MARINE PETROLEUM Networ Com Stk 3.1 $12M 1.8M 6.71
Ferro Corporation 3.1 $12M 1.8M 6.75
Ingram Micro 3.1 $12M 600k 19.68
Supervalu 2.9 $11M 2.2M 5.04
Dole Food Company 2.9 $11M 1.0M 10.90
ARGO GROUP INTERNATIONAL Holdi Com Stk 2.9 $11M 266k 41.38
Meritor 2.9 $11M 2.3M 4.73
Goodyear Tire & Rubber Company (GT) 2.8 $11M 867k 12.60
Sanmina (SANM) 2.8 $11M 957k 11.37
Chiquita Brands International 2.8 $11M 1.4M 7.76
Air Transport Services (ATSG) 2.8 $11M 1.9M 5.83
Hawaiian Holdings 2.8 $11M 1.9M 5.77
Cal Dive International (CDVIQ) 2.6 $9.9M 5.5M 1.80
Celestica 2.5 $9.7M 1.2M 8.09
Flextronics International Ltd Com Stk (FLEX) 2.4 $9.4M 1.4M 6.76
Patterson-UTI Energy (PTEN) 2.4 $9.3M 389k 23.84
Hanover Insurance (THG) 2.4 $9.1M 184k 49.68
General Cable Corporation 2.3 $9.0M 246k 36.63
Jones Group 2.2 $8.5M 672k 12.72
Royal Caribbean Cruises (RCL) 2.0 $7.7M 232k 33.22
Commercial Vehicle (CVGI) 2.0 $7.7M 983k 7.80
Peabody Energy Corporation 2.0 $7.6M 359k 21.15
Arkansas Best Corporation 1.9 $7.4M 635k 11.68
Steel Dynamics (STLD) 1.7 $6.4M 406k 15.87
Canadian Solar (CSIQ) 1.2 $4.8M 1.4M 3.46
Brown Shoe Company 1.1 $4.1M 256k 16.00
Genco Shipping & Trading 0.7 $2.7M 922k 2.88
AmeriServ Financial (ASRV) 0.6 $2.4M 775k 3.13
Tower Group International 0.4 $1.5M 81k 18.46
Star Bulk Carriers 0.3 $1.1M 153k 7.12
Virco Mfg. Corporation (VIRC) 0.3 $1.0M 433k 2.39