Towle & Co as of Dec. 31, 2014
Portfolio Holdings for Towle & Co
Towle & Co holds 31 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hawaiian Holdings | 9.7 | $54M | 2.1M | 26.05 | |
| Goodyear Tire & Rubber Company (GT) | 5.3 | $29M | 1.0M | 28.57 | |
| Tesoro Corporation | 5.2 | $29M | 391k | 74.35 | |
| Meritor | 5.1 | $28M | 1.9M | 15.15 | |
| Atlas Air Worldwide Holdings | 4.8 | $26M | 532k | 49.30 | |
| Unisys Corporation (UIS) | 4.7 | $26M | 876k | 29.48 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 4.6 | $26M | 1.8M | 14.02 | |
| Flextronics International Ltd Com Stk (FLEX) | 4.1 | $23M | 2.0M | 11.18 | |
| Sanmina (SANM) | 4.1 | $23M | 958k | 23.53 | |
| Valero Energy Corporation (VLO) | 4.0 | $22M | 442k | 49.50 | |
| SkyWest (SKYW) | 3.9 | $22M | 1.6M | 13.28 | |
| General Cable Corporation | 3.3 | $18M | 1.2M | 14.90 | |
| Pbf Energy Inc cl a (PBF) | 3.1 | $17M | 637k | 26.64 | |
| Ingram Micro | 3.0 | $17M | 603k | 27.64 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 2.9 | $16M | 293k | 55.47 | |
| Air Transport Services (ATSG) | 2.9 | $16M | 1.9M | 8.56 | |
| Parker Drilling Company | 2.8 | $15M | 5.0M | 3.07 | |
| PHH Corporation | 2.8 | $15M | 635k | 23.96 | |
| CNA Financial Corporation (CNA) | 2.6 | $15M | 375k | 38.71 | |
| Titan Machinery (TITN) | 2.6 | $14M | 1.0M | 13.94 | |
| Supervalu | 2.4 | $13M | 1.4M | 9.70 | |
| Renewable Energy | 2.4 | $13M | 1.4M | 9.71 | |
| Hanover Insurance (THG) | 2.4 | $13M | 184k | 71.32 | |
| Trinseo S A | 2.2 | $12M | 694k | 17.45 | |
| Navistar International Corporation | 2.0 | $11M | 333k | 33.48 | |
| Paragon Offshore Plc equity | 1.8 | $10M | 3.7M | 2.77 | |
| Peabody Energy Corporation | 1.5 | $8.2M | 1.1M | 7.74 | |
| Cloud Peak Energy | 1.3 | $7.3M | 798k | 9.18 | |
| Swift Energy Company | 1.3 | $7.0M | 1.7M | 4.05 | |
| Star Bulk Carriers | 0.9 | $5.3M | 805k | 6.56 | |
| AmeriServ Financial (ASRV) | 0.3 | $1.9M | 609k | 3.13 |
