Towle & Co as of June 30, 2013
Portfolio Holdings for Towle & Co
Towle & Co holds 36 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesoro Corporation | 5.2 | $21M | 406k | 52.32 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 4.2 | $17M | 1.9M | 9.26 | |
| Meritor | 4.2 | $17M | 2.4M | 7.05 | |
| Unisys Corporation (UIS) | 4.1 | $17M | 759k | 22.07 | |
| Dole Food Company | 4.0 | $16M | 1.3M | 12.75 | |
| PHH Corporation | 4.0 | $16M | 789k | 20.38 | |
| Goodyear Tire & Rubber Company (GT) | 3.9 | $16M | 1.0M | 15.30 | |
| Chiquita Brands International | 3.9 | $16M | 1.4M | 10.92 | |
| Arkansas Best Corporation | 3.7 | $15M | 659k | 22.95 | |
| Sanmina (SANM) | 3.5 | $14M | 991k | 14.35 | |
| Valero Energy Corporation (VLO) | 3.3 | $13M | 387k | 34.77 | |
| Peabody Energy Corporation | 3.3 | $13M | 916k | 14.64 | |
| OfficeMax Incorporated | 3.2 | $13M | 1.3M | 10.23 | |
| Hawaiian Holdings (HA) | 3.2 | $13M | 2.1M | 6.11 | |
| Navistar International Corporation | 3.2 | $13M | 466k | 27.76 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 3.1 | $13M | 303k | 42.39 | |
| CNA Financial Corporation (CNA) | 3.1 | $13M | 389k | 32.62 | |
| Air Transport Services (ATSG) | 3.1 | $13M | 1.9M | 6.61 | |
| Ingram Micro | 2.9 | $12M | 621k | 18.99 | |
| Celestica (CLS) | 2.9 | $12M | 1.2M | 9.45 | |
| Flextronics International Ltd Com Stk (FLEX) | 2.7 | $11M | 1.4M | 7.74 | |
| Cal Dive International (CDVIQ) | 2.6 | $11M | 5.7M | 1.88 | |
| Supervalu | 2.6 | $11M | 1.7M | 6.22 | |
| Jones Group | 2.4 | $9.6M | 696k | 13.75 | |
| Hanover Insurance (THG) | 2.3 | $9.3M | 190k | 48.93 | |
| Ferro Corporation | 2.1 | $8.5M | 1.2M | 6.95 | |
| Tower Group International | 2.0 | $8.2M | 398k | 20.51 | |
| General Cable Corporation | 1.9 | $7.9M | 256k | 30.75 | |
| Patterson-UTI Energy (PTEN) | 1.9 | $7.8M | 403k | 19.35 | |
| Commercial Vehicle (CVGI) | 1.9 | $7.6M | 1.0M | 7.46 | |
| GameStop (GME) | 1.6 | $6.7M | 160k | 42.03 | |
| Steel Dynamics (STLD) | 1.5 | $6.3M | 421k | 14.91 | |
| Atlas Air Worldwide Holdings | 1.5 | $6.1M | 139k | 43.76 | |
| AmeriServ Financial (ASRV) | 0.5 | $2.0M | 741k | 2.74 | |
| Virco Mfg. Corporation (VIRC) | 0.2 | $957k | 409k | 2.34 | |
| Star Bulk Carriers | 0.2 | $798k | 146k | 5.47 |
