Towle & Co as of Sept. 30, 2013
Portfolio Holdings for Towle & Co
Towle & Co holds 39 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goodyear Tire & Rubber Company (GT) | 5.2 | $23M | 1.0M | 22.45 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 4.9 | $21M | 1.8M | 11.86 | |
| Unisys Corporation (UIS) | 4.3 | $19M | 741k | 25.19 | |
| Meritor | 4.2 | $19M | 2.4M | 7.86 | |
| PHH Corporation | 4.2 | $18M | 770k | 23.74 | |
| Chiquita Brands International | 4.1 | $18M | 1.4M | 12.66 | |
| Tesoro Corporation | 4.0 | $17M | 394k | 43.98 | |
| Arkansas Best Corporation | 3.9 | $17M | 657k | 25.67 | |
| Sanmina (SANM) | 3.9 | $17M | 962k | 17.49 | |
| Navistar International Corporation | 3.8 | $17M | 453k | 36.48 | |
| Hawaiian Holdings (HA) | 3.6 | $16M | 2.1M | 7.44 | |
| Peabody Energy Corporation | 3.5 | $15M | 891k | 17.25 | |
| CNA Financial Corporation (CNA) | 3.3 | $15M | 379k | 38.18 | |
| Air Transport Services (ATSG) | 3.3 | $14M | 1.9M | 7.49 | |
| Ingram Micro | 3.2 | $14M | 606k | 23.05 | |
| Flextronics International Ltd Com Stk (FLEX) | 3.0 | $13M | 1.4M | 9.09 | |
| Valero Energy Corporation (VLO) | 2.9 | $13M | 375k | 34.15 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.9 | $13M | 296k | 42.90 | |
| Pbf Energy Inc cl a (PBF) | 2.7 | $12M | 518k | 22.45 | |
| Cal Dive International (CDVIQ) | 2.6 | $11M | 5.6M | 2.05 | |
| Ferro Corporation | 2.5 | $11M | 1.2M | 9.11 | |
| General Cable Corporation | 2.5 | $11M | 337k | 31.75 | |
| Commercial Vehicle (CVGI) | 2.4 | $10M | 1.3M | 7.95 | |
| Hanover Insurance (THG) | 2.4 | $10M | 186k | 55.32 | |
| Jones Group | 2.2 | $9.4M | 629k | 15.01 | |
| Cloud Peak Energy | 2.1 | $9.1M | 619k | 14.67 | |
| Swift Energy Company | 2.1 | $9.0M | 791k | 11.42 | |
| Patterson-UTI Energy (PTEN) | 1.9 | $8.4M | 394k | 21.38 | |
| Steel Dynamics (STLD) | 1.6 | $6.9M | 411k | 16.72 | |
| Atlas Air Worldwide Holdings | 1.4 | $6.3M | 137k | 46.03 | |
| Celestica (CLS) | 1.3 | $5.6M | 512k | 11.03 | |
| Supervalu | 1.3 | $5.6M | 677k | 8.23 | |
| Dole Food Company | 0.8 | $3.4M | 251k | 13.62 | |
| Star Bulk Carriers | 0.8 | $3.4M | 333k | 10.13 | |
| AmeriServ Financial (ASRV) | 0.5 | $2.2M | 711k | 3.15 | |
| Titan Machinery (TITN) | 0.4 | $1.9M | 116k | 16.07 | |
| Tower Group International | 0.4 | $1.8M | 261k | 7.00 | |
| Virco Mfg. Corporation (VIRC) | 0.2 | $793k | 385k | 2.06 | |
| OfficeMax Incorporated | 0.0 | $167k | 13k | 12.79 |
