Wilen Investment Management

Wilen Investment Management as of June 30, 2014

Portfolio Holdings for Wilen Investment Management

Wilen Investment Management holds 77 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amer (UHAL) 9.4 $16M 56k 286.00
Standex Int'l (SXI) 8.7 $15M 200k 74.00
VAALCO Energy (EGY) 7.1 $12M 1.8M 6.90
Safeway 6.4 $11M 326k 33.75
Delta Apparel (DLAPQ) 6.0 $10M 731k 14.00
ConocoPhillips (COP) 5.5 $9.4M 110k 85.25
Chase Corporation 5.0 $8.5M 258k 33.00
Supreme Industries 3.7 $6.3M 996k 6.30
Pitney Bowes (PBI) 2.7 $4.6M 169k 27.40
Newa 2.7 $4.5M 230k 19.75
Q.e.p (QEPC) 2.5 $4.3M 255k 17.00
Phillips 66 (PSX) 2.1 $3.6M 46k 80.00
Drew Industries 1.9 $3.2M 65k 49.50
Goodyear Tire & Rubber Company (GT) 1.8 $3.1M 113k 27.50
Harris Corporation 1.7 $2.9M 38k 75.50
Hanesbrands (HBI) 1.7 $2.8M 29k 98.00
Ferro Corporation 1.7 $2.9M 232k 12.30
Watts Water Technologies (WTS) 1.6 $2.7M 44k 61.24
Chesapeake Energy Corporation 1.5 $2.6M 84k 30.75
Oil States International (OIS) 1.5 $2.5M 40k 63.49
Occidental Petroleum Corporation (OXY) 1.4 $2.5M 24k 102.01
Crane 1.4 $2.4M 33k 74.00
Civeo 1.1 $2.0M 80k 24.50
Marathon Oil Corporation (MRO) 1.1 $1.9M 49k 39.49
Hess (HES) 0.9 $1.6M 16k 98.03
Titan International (TWI) 0.9 $1.6M 97k 16.50
Ingersoll-rand Co Ltd-cl A cl a 0.9 $1.5M 25k 62.00
Total (TTE) 0.9 $1.5M 21k 72.01
Air Methods Corporation 0.9 $1.5M 29k 51.00
Core Molding Technologies (CMT) 0.8 $1.4M 110k 12.75
Northern Technologies International (NTIC) 0.8 $1.4M 67k 20.25
Blackhawk 0.8 $1.4M 51k 26.50
Marathon Petroleum Corp (MPC) 0.8 $1.3M 17k 77.52
Cytec Industries 0.7 $1.2M 12k 105.04
Huntsman Corporation (HUN) 0.7 $1.1M 41k 27.75
Pengrowth Energy Corp 0.7 $1.1M 162k 7.00
Ducommun Incorporated (DCO) 0.6 $1.0M 41k 25.76
CIRCOR International 0.5 $869k 11k 76.48
Astronics Corporation (ATRO) 0.5 $803k 14k 55.99
SL Industries 0.5 $783k 28k 28.51
Trimas Corporation (TRS) 0.4 $738k 20k 37.75
Denny's Corporation (DENN) 0.4 $678k 106k 6.40
AmeriGas Partners 0.4 $685k 15k 44.48
Energy Xxi 0.4 $624k 27k 23.00
Universal Power (UPG) 0.4 $640k 457k 1.40
Stepan Company (SCL) 0.3 $604k 12k 52.01
Reading International (RDI) 0.3 $567k 69k 8.25
Rowan Companies 0.3 $528k 17k 31.47
Phi 0.3 $508k 12k 41.02
Popeyes Kitchen 0.3 $519k 12k 43.25
VSE Corporation (VSEC) 0.3 $460k 6.8k 68.01
Allegion 0.3 $452k 8.1k 55.98
SPX Corporation 0.2 $408k 3.8k 107.99
Innodata Isogen (INOD) 0.2 $395k 144k 2.75
CurrencyShares Canadian Dollar Trust 0.2 $398k 4.3k 92.56
Sensient Technologies Corporation (SXT) 0.2 $379k 6.9k 54.93
Orchids Paper Products Company 0.2 $368k 12k 31.53
Eaton (ETN) 0.2 $352k 4.6k 76.52
Spartan Motors 0.2 $326k 74k 4.41
Nabors Industries 0.2 $329k 12k 28.47
Owens-Illinois 0.2 $305k 8.9k 34.27
Perma-fix Env. (PESI) 0.2 $313k 74k 4.26
Sovran Self Storage 0.2 $296k 3.9k 75.90
Oshkosh Corporation (OSK) 0.2 $280k 5.1k 54.90
Manitex International 0.2 $277k 17k 16.01
Air Industries 0.2 $280k 27k 10.51
Crestwood Midstream Partners 0.2 $266k 12k 21.50
Universal Security Instruments (UUU) 0.1 $252k 63k 3.99
Conrad Industries (CNRD) 0.1 $255k 6.7k 38.06
Berkshire Hathaway (BRK.B) 0.1 $225k 2.3k 100.00
Universal Forest Products 0.1 $210k 4.4k 47.52
Lifetime Brands (LCUT) 0.1 $163k 11k 15.23
Dalmac Energy 0.1 $148k 422k 0.35
Asia Pacific Wire&cable Corp (APWC) 0.1 $129k 54k 2.41
Zuni 0.1 $107k 712k 0.15
CCA Industries (CAWW) 0.0 $75k 23k 3.27
Cerf 0.0 $32k 10k 3.20