Towle & Co as of March 31, 2025
Portfolio Holdings for Towle & Co
Towle & Co holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tyson Foods Cl A (TSN) | 4.1 | $19M | 296k | 63.81 | |
| Southwest Airlines (LUV) | 3.8 | $17M | 519k | 33.58 | |
| Pet Acquisition LLC -Class A (WOOF) | 3.7 | $17M | 5.5M | 3.05 | |
| Dana Holding Corporation (DAN) | 3.2 | $15M | 1.1M | 13.33 | |
| Under Armour Cl A (UAA) | 3.1 | $14M | 2.2M | 6.25 | |
| Advance Auto Parts (AAP) | 3.0 | $14M | 353k | 39.21 | |
| Sonic Automotive Cl A (SAH) | 3.0 | $14M | 238k | 56.96 | |
| Hf Sinclair Corp (DINO) | 2.9 | $13M | 406k | 32.88 | |
| Dxc Technology (DXC) | 2.9 | $13M | 775k | 17.05 | |
| AutoNation (AN) | 2.8 | $13M | 79k | 161.92 | |
| Ryerson Tull (RYI) | 2.7 | $13M | 545k | 22.96 | |
| Titan International (TWI) | 2.7 | $12M | 1.5M | 8.39 | |
| Arrow Electronics (ARW) | 2.7 | $12M | 119k | 103.83 | |
| Asbury Automotive (ABG) | 2.7 | $12M | 56k | 220.84 | |
| Propetro Hldg (PUMP) | 2.7 | $12M | 1.7M | 7.35 | |
| Ally Financial (ALLY) | 2.6 | $12M | 323k | 36.47 | |
| World Fuel Services Corporation (WKC) | 2.5 | $11M | 403k | 28.36 | |
| Alaska Air (ALK) | 2.5 | $11M | 228k | 49.22 | |
| Lear Corp Com New (LEA) | 2.4 | $11M | 125k | 88.22 | |
| Delek Us Holdings (DK) | 2.4 | $11M | 730k | 15.07 | |
| Avnet (AVT) | 2.3 | $11M | 221k | 48.09 | |
| Par Pac Holdings Com New (PARR) | 2.3 | $11M | 739k | 14.26 | |
| Timkensteel (MTUS) | 2.3 | $10M | 778k | 13.36 | |
| Liberty Energy Com Cl A (LBRT) | 2.3 | $10M | 656k | 15.83 | |
| Goodyear Tire & Rubber Company (GT) | 2.2 | $9.8M | 1.1M | 9.24 | |
| Algoma Stl Group (ASTL) | 2.1 | $9.8M | 1.8M | 5.42 | |
| Cracker Barrel Old Country Store (CBRL) | 2.1 | $9.7M | 250k | 38.82 | |
| Magna Intl Inc cl a (MGA) | 2.1 | $9.4M | 276k | 33.99 | |
| Bunge Global Sa Com Shs (BG) | 2.0 | $9.2M | 121k | 76.42 | |
| Bluelinx Hldgs Com New (BXC) | 1.9 | $8.8M | 118k | 74.98 | |
| Macy's (M) | 1.9 | $8.8M | 700k | 12.56 | |
| Wabash National Corporation (WNC) | 1.9 | $8.5M | 771k | 11.05 | |
| Foot Locker | 1.8 | $8.4M | 595k | 14.10 | |
| Pbf Energy Cl A (PBF) | 1.8 | $8.3M | 436k | 19.09 | |
| Jeld-wen Hldg (JELD) | 1.8 | $8.2M | 1.4M | 5.97 | |
| Cleveland-cliffs (CLF) | 1.6 | $7.4M | 906k | 8.22 | |
| American Axle & Manufact. Holdings (AXL) | 1.6 | $7.3M | 1.8M | 4.07 | |
| Owens & Minor (OMI) | 1.6 | $7.2M | 797k | 9.03 | |
| Zumiez (ZUMZ) | 1.4 | $6.6M | 442k | 14.89 | |
| Adient Ord Shs (ADNT) | 1.3 | $5.9M | 460k | 12.86 | |
| Alpha Metallurgical Resources (AMR) | 1.2 | $5.6M | 45k | 125.25 | |
| Frontier Group Hldgs (ULCC) | 0.7 | $3.3M | 759k | 4.34 | |
| Clearwater Paper (CLW) | 0.3 | $1.3M | 51k | 25.37 | |
| Albertsons Cos Common Stock (ACI) | 0.2 | $916k | 42k | 21.99 | |
| Hldgs (UAL) | 0.2 | $832k | 12k | 69.05 | |
| Best Buy (BBY) | 0.2 | $814k | 11k | 73.61 | |
| Ternium Sa Sponsored Ads (TX) | 0.2 | $738k | 24k | 31.16 | |
| Seaboard Corporation (SEB) | 0.2 | $734k | 272.00 | 2697.12 | |
| Ingles Mkts Cl A (IMKTA) | 0.1 | $660k | 10k | 65.13 | |
| Manpower (MAN) | 0.1 | $628k | 11k | 57.88 |
