Wilen Investment Management as of June 30, 2013
Portfolio Holdings for Wilen Investment Management
Wilen Investment Management holds 80 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Standex Int'l (SXI) | 9.8 | $13M | 255k | 52.50 | |
| Delta Apparel (DLAPQ) | 7.5 | $10M | 731k | 14.00 | |
| VAALCO Energy (EGY) | 7.2 | $9.8M | 1.7M | 5.60 | |
| Amer (UHAL) | 7.0 | $9.5M | 59k | 161.00 | |
| Safeway | 5.9 | $8.0M | 339k | 23.50 | |
| ConocoPhillips (COP) | 4.6 | $6.3M | 104k | 60.00 | |
| Chase Corporation | 4.5 | $6.2M | 283k | 21.75 | |
| Atrium Innov. | 4.0 | $5.4M | 387k | 14.00 | |
| Supreme Industries | 3.6 | $4.9M | 1.0M | 4.85 | |
| Q.e.p (QEPC) | 3.2 | $4.4M | 265k | 16.50 | |
| Oil States International (OIS) | 2.8 | $3.8M | 41k | 92.00 | |
| Drew Industries | 2.5 | $3.5M | 89k | 39.00 | |
| Phillips 66 (PSX) | 2.0 | $2.8M | 47k | 58.50 | |
| Pitney Bowes (PBI) | 2.0 | $2.7M | 185k | 14.50 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $2.3M | 26k | 88.99 | |
| Watts Water Technologies (WTS) | 1.6 | $2.2M | 48k | 45.01 | |
| Crane | 1.5 | $2.0M | 34k | 59.50 | |
| Harris Corporation | 1.5 | $2.0M | 40k | 49.01 | |
| Ferro Corporation | 1.4 | $1.9M | 276k | 6.75 | |
| Chesapeake Energy Corporation | 1.3 | $1.8M | 90k | 20.01 | |
| Hanesbrands (HBI) | 1.1 | $1.6M | 30k | 50.99 | |
| Ingersoll-rand Co Ltd-cl A cl a | 1.1 | $1.5M | 26k | 55.00 | |
| Titan International (TWI) | 1.1 | $1.4M | 87k | 16.50 | |
| Harris Teeter Supermarkets | 1.0 | $1.4M | 30k | 46.51 | |
| Marathon Petroleum Corp (MPC) | 0.9 | $1.2M | 17k | 70.53 | |
| Marathon Oil Corporation (MRO) | 0.9 | $1.2M | 35k | 34.00 | |
| Hess (HES) | 0.8 | $1.1M | 17k | 65.99 | |
| Air Methods Corporation | 0.8 | $1.1M | 32k | 33.51 | |
| Total (TTE) | 0.7 | $1.0M | 21k | 48.25 | |
| Wenzel Downho | 0.7 | $994k | 473k | 2.10 | |
| Cytec Industries | 0.7 | $921k | 13k | 73.04 | |
| Ducommun Incorporated (DCO) | 0.7 | $885k | 42k | 21.01 | |
| Core Molding Technologies (CMT) | 0.6 | $814k | 95k | 8.60 | |
| Northern Technologies International (NTIC) | 0.6 | $815k | 78k | 10.51 | |
| Pengrowth Energy Corp | 0.6 | $767k | 170k | 4.50 | |
| Trimas Corporation (TRS) | 0.6 | $741k | 20k | 36.77 | |
| Huntsman Corporation (HUN) | 0.5 | $682k | 42k | 16.26 | |
| Stepan Company (SCL) | 0.5 | $681k | 12k | 55.01 | |
| Spartan Motors | 0.5 | $636k | 106k | 6.00 | |
| CIRCOR International | 0.5 | $619k | 12k | 50.48 | |
| Denny's Corporation (DENN) | 0.5 | $613k | 112k | 5.50 | |
| Universal Power (UPG) | 0.5 | $609k | 508k | 1.20 | |
| Mod-pac | 0.5 | $610k | 76k | 8.00 | |
| Rowan Companies | 0.4 | $589k | 18k | 33.51 | |
| Energy Xxi | 0.4 | $553k | 25k | 22.01 | |
| Astronics Corporation (ATRO) | 0.4 | $558k | 14k | 40.00 | |
| Innodata Isogen (INOD) | 0.4 | $517k | 172k | 3.00 | |
| SL Industries | 0.3 | $447k | 18k | 24.50 | |
| Phi | 0.3 | $435k | 13k | 33.51 | |
| Reading International (RDI) | 0.3 | $431k | 71k | 6.09 | |
| CurrencyShares Canadian Dollar Trust | 0.3 | $432k | 4.6k | 93.91 | |
| AFC Enterprises | 0.3 | $426k | 12k | 35.50 | |
| Moly | 0.3 | $411k | 69k | 6.00 | |
| VSE Corporation (VSEC) | 0.3 | $397k | 9.9k | 39.98 | |
| Orchids Paper Products Company | 0.3 | $390k | 15k | 25.48 | |
| Asia Pacific Wire&cable Corp (APWC) | 0.3 | $362k | 121k | 3.00 | |
| Legacy Reserves | 0.3 | $351k | 14k | 26.00 | |
| Nabors Industries | 0.2 | $343k | 23k | 15.01 | |
| Boardwalk Pipeline Partners | 0.2 | $321k | 11k | 30.00 | |
| Crestwood Midstream Partners | 0.2 | $308k | 13k | 24.52 | |
| Eaton (ETN) | 0.2 | $312k | 4.8k | 65.00 | |
| Sovran Self Storage | 0.2 | $301k | 4.7k | 64.04 | |
| Sensient Technologies Corporation (SXT) | 0.2 | $284k | 7.1k | 40.00 | |
| AmeriGas Partners | 0.2 | $291k | 5.9k | 49.07 | |
| SPX Corporation | 0.2 | $268k | 3.8k | 70.94 | |
| Perma-Fix Environmental Services | 0.2 | $263k | 752k | 0.35 | |
| Owens-Illinois | 0.2 | $245k | 8.9k | 27.53 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $225k | 2.3k | 100.00 | |
| Multi-Color Corporation | 0.2 | $215k | 7.3k | 29.45 | |
| Manitex International | 0.2 | $217k | 20k | 10.69 | |
| Universal Forest Products | 0.1 | $202k | 5.1k | 39.46 | |
| Gardner Denver | 0.1 | $201k | 2.7k | 74.67 | |
| Lifetime Brands (LCUT) | 0.1 | $142k | 11k | 13.27 | |
| Universal Security Instruments (UUU) | 0.1 | $142k | 32k | 4.50 | |
| Dalmac Energy | 0.1 | $140k | 351k | 0.40 | |
| Penn West Pete | 0.1 | $125k | 12k | 10.25 | |
| InfuSystem Holdings (INFU) | 0.1 | $77k | 62k | 1.25 | |
| CCA Industries (CAWW) | 0.1 | $69k | 23k | 3.01 | |
| Air Industries | 0.0 | $55k | 10k | 5.50 | |
| Zuni | 0.0 | $50k | 356k | 0.14 |
