Towle & Co as of Dec. 31, 2025
Portfolio Holdings for Towle & Co
Towle & Co holds 44 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Realogy Hldgs | 4.3 | $16M | 1.1M | 14.16 | |
| Alpha Metallurgical Resources (AMR) | 3.2 | $12M | 61k | 199.88 | |
| United Natural Foods (UNFI) | 3.0 | $11M | 340k | 33.67 | |
| A Mark Precious Metals (GOLD) | 2.9 | $11M | 325k | 34.05 | |
| Magna Intl Inc cl a (MGA) | 2.9 | $11M | 202k | 53.30 | |
| Liberty Energy Com Cl A (LBRT) | 2.8 | $11M | 580k | 18.46 | |
| Pbf Energy Cl A (PBF) | 2.8 | $11M | 387k | 27.12 | |
| Leggett & Platt (LEG) | 2.8 | $11M | 953k | 11.00 | |
| Cushman And Wakefield Common Shares (CWK) | 2.7 | $10M | 641k | 16.19 | |
| Zumiez (ZUMZ) | 2.7 | $10M | 395k | 26.05 | |
| Bluelinx Hldgs Com New (BXC) | 2.7 | $10M | 167k | 61.43 | |
| Propetro Hldg (PUMP) | 2.7 | $10M | 1.1M | 9.51 | |
| AutoNation (AN) | 2.7 | $10M | 49k | 206.48 | |
| BorgWarner (BWA) | 2.7 | $10M | 224k | 45.06 | |
| Lear Corp Com New (LEA) | 2.7 | $10M | 88k | 114.60 | |
| Lyft Cl A Com (LYFT) | 2.6 | $9.9M | 513k | 19.37 | |
| Ryerson Tull (RYI) | 2.6 | $9.9M | 393k | 25.16 | |
| Hovnanian Enterprises Cl A New (HOV) | 2.6 | $9.7M | 99k | 97.54 | |
| Par Pac Holdings Com New (PARR) | 2.5 | $9.6M | 274k | 35.14 | |
| Arcbest (ARCB) | 2.5 | $9.5M | 128k | 74.19 | |
| Timkensteel (MTUS) | 2.5 | $9.4M | 549k | 17.16 | |
| Peabody Energy (BTU) | 2.5 | $9.3M | 314k | 29.70 | |
| Oshkosh Corporation (OSK) | 2.4 | $9.2M | 74k | 125.63 | |
| SYNNEX Corporation (SNX) | 2.4 | $9.2M | 61k | 150.23 | |
| Fox Factory Hldg (FOXF) | 2.4 | $9.0M | 524k | 17.11 | |
| Sanmina (SANM) | 2.3 | $8.8M | 59k | 150.07 | |
| Sonic Automotive Cl A (SAH) | 2.3 | $8.7M | 141k | 61.86 | |
| Ally Financial (ALLY) | 2.3 | $8.7M | 192k | 45.29 | |
| Wabash National Corporation (WNC) | 2.2 | $8.5M | 978k | 8.65 | |
| Adient Ord Shs (ADNT) | 2.2 | $8.2M | 425k | 19.17 | |
| Bloomin Brands (BLMN) | 2.1 | $8.1M | 1.3M | 6.17 | |
| Methode Electronics (MEI) | 2.0 | $7.7M | 1.2M | 6.64 | |
| Bunge Global Sa Com Shs (BG) | 2.0 | $7.5M | 85k | 89.08 | |
| Fluor Corporation (FLR) | 2.0 | $7.5M | 189k | 39.63 | |
| Titan International (TWI) | 2.0 | $7.4M | 947k | 7.83 | |
| Healthcare Services (HCSG) | 2.0 | $7.4M | 387k | 19.12 | |
| Alaska Air (ALK) | 1.8 | $6.7M | 132k | 50.30 | |
| Clearwater Paper (CLW) | 1.6 | $6.1M | 350k | 17.40 | |
| Webster Financial Corporation (WBS) | 1.1 | $4.0M | 63k | 62.94 | |
| Prosperity Bancshares (PB) | 1.0 | $3.9M | 57k | 69.11 | |
| First Busey Corp Com New (BUSE) | 1.0 | $3.8M | 160k | 23.79 | |
| Eastern Bankshares (EBC) | 1.0 | $3.7M | 201k | 18.43 | |
| Seaboard Corporation (SEB) | 0.3 | $1.3M | 286.00 | 4444.82 | |
| Ternium Sa Sponsored Ads (TX) | 0.3 | $947k | 25k | 38.19 |
