Towle & Co as of March 31, 2014
Portfolio Holdings for Towle & Co
Towle & Co holds 34 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings | 5.6 | $30M | 2.1M | 13.96 | |
| Goodyear Tire & Rubber Company (GT) | 5.1 | $27M | 1.0M | 26.13 | |
| Atlas Air Worldwide Holdings | 4.9 | $26M | 731k | 35.27 | |
| Valero Energy Corporation (VLO) | 4.5 | $24M | 448k | 53.10 | |
| Unisys Corporation (UIS) | 4.3 | $23M | 748k | 30.46 | |
| Meritor | 4.3 | $23M | 1.8M | 12.25 | |
| Tesoro Corporation | 3.8 | $20M | 398k | 50.59 | |
| Flextronics International Ltd Com Stk (FLEX) | 3.6 | $19M | 2.0M | 9.24 | |
| General Cable Corporation | 3.5 | $19M | 721k | 25.61 | |
| Ingram Micro | 3.5 | $18M | 617k | 29.56 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 3.4 | $18M | 1.8M | 9.86 | |
| Chiquita Brands International | 3.4 | $18M | 1.4M | 12.45 | |
| Peabody Energy Corporation | 3.3 | $17M | 1.1M | 16.34 | |
| Sanmina (SANM) | 3.2 | $17M | 980k | 17.45 | |
| Cloud Peak Energy | 3.2 | $17M | 801k | 21.14 | |
| Swift Energy Company | 3.2 | $17M | 1.6M | 10.76 | |
| CNA Financial Corporation (CNA) | 3.1 | $16M | 383k | 42.72 | |
| PHH Corporation | 3.1 | $16M | 631k | 25.84 | |
| Arkansas Best Corporation | 3.1 | $16M | 441k | 36.95 | |
| Titan Machinery (TITN) | 3.0 | $16M | 1.0M | 15.67 | |
| Air Transport Services (ATSG) | 2.9 | $15M | 1.9M | 7.85 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.6 | $14M | 301k | 45.85 | |
| Pbf Energy Inc cl a (PBF) | 2.6 | $14M | 529k | 25.80 | |
| Commercial Vehicle (CVGI) | 2.3 | $12M | 1.3M | 9.12 | |
| Hanover Insurance (THG) | 2.2 | $12M | 190k | 61.44 | |
| Navistar International Corporation | 2.1 | $11M | 335k | 33.87 | |
| Renewable Energy | 1.9 | $9.8M | 821k | 11.99 | |
| Cal Dive International (CDVIQ) | 1.8 | $9.6M | 5.7M | 1.70 | |
| Jones Group | 1.8 | $9.7M | 646k | 14.97 | |
| Supervalu | 1.8 | $9.5M | 1.4M | 6.84 | |
| Steel Dynamics (STLD) | 1.4 | $7.4M | 419k | 17.79 | |
| Star Bulk Carriers | 0.8 | $4.3M | 303k | 14.27 | |
| AmeriServ Financial (ASRV) | 0.5 | $2.6M | 681k | 3.85 | |
| Virco Mfg. Corporation (VIRC) | 0.2 | $821k | 332k | 2.47 |
