Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TOWLE & CO (CIK 1224014) reported $257.5M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PBF ($11.9M, 4.61%), PUMP ($9.7M, 3.79%), UNFI ($9.6M, 3.73%), AMRK ($8.2M, 3.20%), DLX ($8.0M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PBF | PBF ENERGY INC | $11.9M | 4.61% | 248,995 | Trimmed |
| 2 | PUMP | PROPETRO HLDG CORP | $9.7M | 3.79% | 676,403 | Trimmed |
| 3 | UNFI | UNITED NAT FOODS INC | $9.6M | 3.73% | 213,241 | Trimmed |
| 4 | AMRK | GOLD COM INC | $8.2M | 3.20% | 205,547 | Trimmed |
| 5 | DLX | DELUXE CORP MEDIUM TERM NTS | $8.0M | 3.09% | 289,155 | New |
| 6 | ARCB | ARCBEST CORP | $7.9M | 3.06% | 80,114 | Trimmed |
| 7 | AMR | ALPHA METALLURGICAL RESOUR I | $7.8M | 3.04% | 38,121 | Trimmed |
| 8 | LBRT | LIBERTY ENERGY INC | $7.7M | 2.98% | 266,651 | Trimmed |
| 9 | BWA | BORGWARNER INC | $7.5M | 2.89% | 137,353 | Trimmed |
| 10 | PARR | PAR PAC HOLDINGS INC | $7.3M | 2.83% | 116,263 | Trimmed |
| 11 | MGA | MAGNA INTL INC | $7.3M | 2.82% | 130,047 | Trimmed |
| 12 | BG | BUNGE GLOBAL SA | $6.8M | 2.66% | 53,755 | Trimmed |
| 13 | HOV | HOVNANIAN ENTERPRISES INC | $6.8M | 2.65% | 61,581 | Trimmed |
| 14 | LEA | LEAR CORP | $6.8M | 2.64% | 56,123 | Trimmed |
| 15 | OSK | OSHKOSH CORP | $6.7M | 2.61% | 45,676 | Trimmed |
| 16 | BTU | PEABODY ENGR CORP | $6.5M | 2.54% | 198,567 | Trimmed |
| 17 | SNX | TD SYNNEX CORPORATION | $6.4M | 2.50% | 38,122 | Trimmed |
| 18 | ARW | ARROW ELECTRS INC | $6.4M | 2.50% | 44,963 | New |
| 19 | IMKTA | INGLES MKTS INC | $6.3M | 2.46% | 70,450 | New |
| 20 | NOV | NOV INC | $6.3M | 2.43% | 332,421 | New |
| 21 | LEG | LEGGETT & PLATT INC | $6.0M | 2.31% | 602,592 | Trimmed |
| 22 | FLR | FLUOR CORP | $5.7M | 2.21% | 121,728 | Trimmed |
| 23 | BXC | BLUELINX HLDGS INC | $5.7M | 2.20% | 104,587 | Trimmed |
| 24 | RYI | RYERSON HLDG CORP | $5.6M | 2.19% | 251,190 | Trimmed |
| 25 | FOXF | FOX FACTORY HLDG CORP | $5.5M | 2.12% | 331,580 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31