Towle & Co as of Sept. 30, 2017
Portfolio Holdings for Towle & Co
Towle & Co holds 33 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SkyWest (SKYW) | 7.4 | $69M | 1.6M | 43.90 | |
| Meritor | 7.1 | $67M | 2.6M | 26.01 | |
| Trinseo S A | 6.3 | $59M | 880k | 67.10 | |
| Fiat Chrysler Auto | 5.9 | $56M | 3.1M | 17.91 | |
| Atlas Air Worldwide Holdings | 4.8 | $45M | 684k | 65.80 | |
| Adient (ADNT) | 4.5 | $42M | 504k | 83.99 | |
| Ally Financial (ALLY) | 4.0 | $37M | 1.5M | 24.26 | |
| Goodyear Tire & Rubber Company (GT) | 3.8 | $36M | 1.1M | 33.25 | |
| Triumph (TGI) | 3.7 | $35M | 1.2M | 29.75 | |
| Flextronics International Ltd Com Stk (FLEX) | 3.6 | $34M | 2.0M | 16.57 | |
| Arcbest (ARCB) | 3.5 | $33M | 984k | 33.45 | |
| Pbf Energy Inc cl a (PBF) | 3.4 | $32M | 1.2M | 27.61 | |
| Chicago Bridge & Iron Company | 3.4 | $32M | 1.9M | 16.80 | |
| GameStop (GME) | 3.3 | $31M | 1.5M | 20.66 | |
| Tower International | 3.1 | $29M | 1.1M | 27.20 | |
| Tutor Perini Corporation (TPC) | 2.8 | $26M | 914k | 28.40 | |
| General Cable Corporation | 2.7 | $26M | 1.4M | 18.85 | |
| Unisys Corporation (UIS) | 2.7 | $25M | 3.0M | 8.50 | |
| Korea Electric Power Corporation (KEP) | 2.7 | $25M | 1.5M | 16.76 | |
| Group 1 Automotive (GPI) | 2.6 | $25M | 340k | 72.46 | |
| CNA Financial Corporation (CNA) | 2.5 | $24M | 470k | 50.25 | |
| Sonic Automotive (SAH) | 2.4 | $23M | 1.1M | 20.40 | |
| Ryerson Tull (RYI) | 2.4 | $22M | 2.0M | 10.85 | |
| Donnelley R R & Sons Co when issued | 2.3 | $22M | 2.1M | 10.30 | |
| Renewable Energy | 2.3 | $22M | 1.8M | 12.15 | |
| Celadon (CGIP) | 1.6 | $15M | 2.2M | 6.75 | |
| Sportsmans Whse Hldgs (SPWH) | 1.2 | $11M | 2.5M | 4.51 | |
| Parker Drilling Company | 1.2 | $11M | 9.9M | 1.10 | |
| Ascena Retail | 1.1 | $11M | 4.4M | 2.45 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 1.1 | $9.9M | 2.0M | 4.95 | |
| Pier 1 Imports | 0.7 | $6.5M | 1.5M | 4.19 | |
| Navistar International Corporation | 0.0 | $293k | 6.6k | 44.13 | |
| Destination Maternity Corporation | 0.0 | $23k | 14k | 1.68 |
