Towle & Co

Towle & Co as of Dec. 31, 2013

Portfolio Holdings for Towle & Co

Towle & Co holds 35 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Unisys Corporation (UIS) 4.8 $25M 754k 33.57
Meritor 4.8 $25M 2.4M 10.43
Goodyear Tire & Rubber Company (GT) 4.8 $25M 1.0M 23.85
Tesoro Corporation 4.5 $24M 402k 58.50
Valero Energy Corporation (VLO) 4.3 $23M 449k 50.40
Arkansas Best Corporation 4.3 $22M 664k 33.68
Atlas Air Worldwide Holdings 4.0 $21M 512k 41.15
AEGEAN MARINE PETROLEUM Networ Com Stk 4.0 $21M 1.9M 11.22
Hawaiian Holdings 3.9 $21M 2.1M 9.63
PHH Corporation 3.7 $19M 785k 24.35
Titan Machinery (TITN) 3.5 $18M 1.0M 17.82
General Cable Corporation 3.5 $18M 613k 29.41
Peabody Energy Corporation 3.4 $18M 908k 19.53
Chiquita Brands International 3.2 $17M 1.4M 11.70
Pbf Energy Inc cl a (PBF) 3.2 $17M 529k 31.46
CNA Financial Corporation (CNA) 3.2 $17M 386k 42.89
Sanmina (SANM) 3.1 $16M 984k 16.70
Flextronics International Ltd Com Stk (FLEX) 3.1 $16M 2.1M 7.77
Air Transport Services (ATSG) 3.0 $16M 1.9M 8.09
Ingram Micro 2.8 $15M 618k 23.46
Cloud Peak Energy 2.8 $15M 803k 18.00
ARGO GROUP INTERNATIONAL Holdi Com Stk 2.7 $14M 301k 46.49
Swift Energy Company 2.7 $14M 1.0M 13.50
Navistar International Corporation 2.4 $13M 334k 38.19
Cal Dive International (CDVIQ) 2.2 $11M 5.7M 2.01
Hanover Insurance (THG) 2.2 $11M 190k 59.71
Patterson-UTI Energy (PTEN) 1.9 $10M 401k 25.32
Commercial Vehicle (CVGI) 1.9 $9.7M 1.3M 7.27
Jones Group 1.9 $9.7M 651k 14.96
Steel Dynamics (STLD) 1.6 $8.2M 420k 19.54
Supervalu 0.9 $4.9M 678k 7.29
Star Bulk Carriers 0.8 $4.1M 308k 13.33
Renewable Energy 0.7 $3.6M 312k 11.46
AmeriServ Financial (ASRV) 0.4 $2.1M 695k 3.03
Virco Mfg. Corporation (VIRC) 0.2 $861k 376k 2.29