TOWLE & CO 13F Holdings

CIK 0001224014 · ST. LOUIS, MO

As of Sep 30, 2025, TOWLE & CO reported 47 positions worth $396.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PAR PACIFIC HOLDINGS INCPARREnergy548,683 9.4M4.90%
DELEK US HOLDINGS INCDKEnergy536,133 7.3M4.37%
HF SINCLAIR CORPDINOEnergy264,829 3.9M3.50%
UNITED NATURAL FOODS INCUNFIConsumer Defensive364,818 3.7M3.46%
ANYWHERE REAL ESTATE INCHOUSReal Estate1,214,429 2.9M3.24%
LYFT INCLYFTTechnology546,294 2.0M3.03%
AUTONATION INCANConsumer Cyclical51,996 1.4M2.87%
SONIC AUTOMOTIVE INCSAHConsumer Cyclical148,905 1.3M2.86%
CUSHMAN & WAKEFIELD PLCCWKReal Estate689,055 1.0M2.77%
ADIENT PLCADNTConsumer Cyclical443,422 0.7M2.69%
SOUTHWEST AIRLINES COLUVIndustrials331,752 0.6M2.67%
ALPHA METALLURGICAL RESOURCES INCAMRBasic Materials63,789 0.5M2.64%
MAGNA INTERNATIONAL INCMGAConsumer Cyclical218,081 0.3M2.61%
BORGWARNER INCBWAConsumer Cyclical234,487 0.3M2.60%
PBF ENERGY INCPBFEnergy327,550$9.9M2.49%
ARCBEST CORPARCBIndustrials136,792$9.6M2.41%
ARROW ELECTRONICS INCARWTechnology77,387$9.4M2.36%
METALLUS INCMTUSBasic Materials530,753$8.8M2.21%
RYERSON HLDG CORPRYZ—374,431$8.6M2.16%
WORLD KINECT CORPWKCEnergy329,213$8.5M2.16%
LEAR CORPLEAConsumer Cyclical84,821$8.5M2.15%
ASBURY AUTOMOTIVE GROUP INCABGConsumer Cyclical34,636$8.5M2.14%
HOVNANIAN ENTERPRISES INCHOVConsumer Cyclical65,721$8.4M2.13%
TD SYNNEX CORPSNXTechnology51,410$8.4M2.12%
MYR GROUP INCMYRGIndustrials39,966$8.3M2.10%