Towle & Co

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 (HA) 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