Towle & Co as of March 31, 2015
Portfolio Holdings for Towle & Co
Towle & Co holds 33 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valero Energy Corporation (VLO) | 5.2 | $28M | 445k | 63.62 | |
| Goodyear Tire & Rubber Company (GT) | 5.2 | $28M | 1.0M | 27.08 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 4.9 | $26M | 1.8M | 14.37 | |
| Flextronics International Ltd Com Stk (FLEX) | 4.9 | $26M | 2.1M | 12.68 | |
| General Cable Corporation | 4.7 | $25M | 1.5M | 17.23 | |
| SkyWest (SKYW) | 4.4 | $24M | 1.6M | 14.61 | |
| Sanmina (SANM) | 4.3 | $23M | 964k | 24.19 | |
| Atlas Air Worldwide Holdings | 4.3 | $23M | 537k | 43.02 | |
| Pbf Energy Inc cl a (PBF) | 4.0 | $22M | 641k | 33.92 | |
| Parker Drilling Company | 3.9 | $21M | 6.0M | 3.49 | |
| Unisys Corporation (UIS) | 3.8 | $21M | 882k | 23.21 | |
| Hawaiian Holdings | 3.6 | $19M | 876k | 22.02 | |
| Ingram Micro | 3.5 | $19M | 739k | 25.12 | |
| Meritor | 3.1 | $17M | 1.3M | 12.61 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 3.0 | $16M | 325k | 50.15 | |
| Renewable Energy | 3.0 | $16M | 1.8M | 9.22 | |
| CNA Financial Corporation (CNA) | 2.9 | $16M | 379k | 41.43 | |
| Navistar International Corporation | 2.9 | $16M | 528k | 29.50 | |
| PHH Corporation | 2.9 | $16M | 641k | 24.17 | |
| Titan Machinery (TITN) | 2.6 | $14M | 1.0M | 13.35 | |
| Cloud Peak Energy | 2.6 | $14M | 2.4M | 5.82 | |
| Trinseo S A | 2.6 | $14M | 700k | 19.80 | |
| Hanover Insurance (THG) | 2.5 | $14M | 186k | 72.58 | |
| Chicago Bridge & Iron Company | 2.5 | $13M | 269k | 49.26 | |
| Tidewater | 2.4 | $13M | 684k | 19.14 | |
| McDermott International | 2.3 | $12M | 3.2M | 3.84 | |
| Global Brass & Coppr Hldgs I | 2.1 | $11M | 720k | 15.45 | |
| Star Bulk Carriers | 1.9 | $10M | 2.8M | 3.63 | |
| Air Transport Services (ATSG) | 1.1 | $6.1M | 663k | 9.22 | |
| Paragon Offshore Plc equity | 1.1 | $5.9M | 4.6M | 1.30 | |
| Peabody Energy Corporation | 1.0 | $5.3M | 1.1M | 4.92 | |
| Swift Energy Company | 0.7 | $3.7M | 1.7M | 2.16 | |
| AmeriServ Financial (ASRV) | 0.2 | $1.3M | 433k | 2.98 |
