Towle & Co

13F filer · CIK 0001224014

Reported Aug 11, 2026

13F portfolio value$295MU.S. long equity reported on 13F

Positions42Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight30.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202642 positions
MEIMethode Electronics Inc	$12.2M	4.15%	1.82%	-10.2%	Q2 2025
SNXTD Synnex Corp	$9.64M	3.27%	0.05%	-5.4%	Q1 2022
COMPCompass, Inc.	$9.37M	3.17%	0.10%	+21.3%	Q1 2026
ARWArrow Electronics, Inc.	$9.19M	3.11%	0.08%	-4.2%	Q1 2022
OSCROscar Health, Inc.	$8.8M	2.98%	Not reported	+10.8%	Q1 2026
NSPInsperity, Inc.	$8.68M	2.94%	0.55%	+16.9%	Q1 2026
MGAMagna International Inc	$8.04M	2.72%	0.04%	-5.9%	Q1 2016
UNFIUnited Natural Foods Inc	$7.92M	2.68%	0.29%	-18.7%	Q4 2018
GOLDGold.com, Inc.	$7.52M	2.55%	0.62%	-12.1%	Q4 2025
BWABorgwarner Inc	$7.3M	2.47%	0.05%	-20.0%	Q2 2025
SCHLScholastic Corp	$7.23M	2.45%	0.75%	New	Q2 2026
LEALear Corp	$7.08M	2.40%	0.11%	-6.0%	Q4 2023
MOHMolina Healthcare, Inc.	$7.08M	2.40%	0.06%	+11.1%	Q1 2022
HOGHarley-Davidson, Inc.	$6.82M	2.31%	0.26%	New	Q2 2026
ARCBArcbest Corp	$6.7M	2.27%	0.21%	-41.7%	Q2 2014
INGMIngram Micro Holding Corp	$6.57M	2.23%	0.10%	New	Q2 2026
LBRTLiberty Energy Inc.	$6.53M	2.21%	Not reported	-6.5%	Q1 2021
ATKRAtkore Inc.	$6.52M	2.21%	0.25%	New	Q2 2026
FIVNFive9, Inc.	$6.49M	2.20%	0.41%	New	Q2 2026
DLXDeluxe Corp	$6.48M	2.20%	0.59%	-6.1%	Q1 2026
PARRPar Pacific Holdings, Inc.	$6.12M	2.07%	0.22%	-6.1%	Q2 2023
CLFCleveland-Cliffs Inc.	$6.09M	2.06%	0.11%	Not reported	Q4 2022
PUMPProPetro Holding Corp.	$6.05M	2.05%	0.34%	-37.7%	Q4 2018
IMKTAIngles Markets Inc	$6.02M	2.04%	Not reported	-3.6%	Q4 2023
FLRFluor Corp	$5.94M	2.01%	0.08%	-6.9%	Q4 2019
AMRAlpha Metallurgical Resources, Inc.	$5.94M	2.01%	0.28%	-5.6%	Q1 2023
NOVNOV Inc.	$5.84M	1.98%	0.09%	-5.2%	Q1 2026
PBFPBF Energy Inc.	$5.81M	1.97%	Not reported	-48.7%	Q3 2013
RYZRyerson Holding Corp	$5.77M	1.96%	0.45%	-6.6%	Q2 2015
APAMArtisan Partners Asset Management Inc.	$5.77M	1.95%	0.21%	New	Q2 2026
ASTHAstrana Health, Inc.	$5.7M	1.93%	0.22%	New	Q2 2026
PGNYProgyny, Inc.	$5.64M	1.91%	0.25%	New	Q2 2026
BGBunge Global SA	$5.41M	1.83%	0.03%	-5.7%	Q1 2016
FOXFFox Factory Holding Corp	$5.27M	1.79%	0.74%	-6.2%	Q4 2025
PVHPVH Corp.	$5.26M	1.78%	0.15%	Not reported	Q3 2020
ASIXAdvanSix Inc.	$4.95M	1.68%	0.92%	+1664.7%	Q1 2020
ZUMZZumiez Inc	$4M	1.36%	1.33%	-6.2%	Q3 2023
CFFNCapitol Federal Financial, Inc.	$3.81M	1.29%	0.36%	-6.0%	Q1 2026
BUSEFirst Busey Corp	$3.55M	1.20%	0.14%	-6.1%	Q4 2025
EBCEastern Bankshares, Inc.	$3.35M	1.13%	0.07%	-6.1%	Q4 2025
PBProsperity Bancshares Inc	$3.12M	1.06%	0.04%	-6.0%	Q4 2025
ICOPDigital Systems, Inc.	$231K	0.08%	Not reported	New	Q2 2026
Q1 2026Reported May 14, 202641 positions
PBFPBF Energy Inc.	$11.9M	4.61%	Not reported	-35.6%	Q3 2013
PUMPProPetro Holding Corp.	$9.75M	3.79%	0.55%	-37.1%	Q4 2018
UNFIUnited Natural Foods Inc	$9.61M	3.73%	0.35%	-37.2%	Q4 2018
GOLDGold.com, Inc.	$8.24M	3.20%	0.72%	-36.8%	Q4 2025
DLXDeluxe Corp	$7.96M	3.09%	0.63%	New	Q1 2026
ARCBArcbest Corp	$7.88M	3.06%	0.36%	-37.4%	Q2 2014
AMRAlpha Metallurgical Resources, Inc.	$7.83M	3.04%	0.30%	-37.1%	Q1 2023
LBRTLiberty Energy Inc.	$7.68M	2.98%	Not reported	-54.1%	Q1 2021
BWABorgwarner Inc	$7.45M	2.89%	0.07%	-38.6%	Q2 2025
PARRPar Pacific Holdings, Inc.	$7.28M	2.83%	0.24%	-57.6%	Q2 2023
MGAMagna International Inc	$7.26M	2.82%	0.05%	-35.7%	Q1 2016
BGBunge Global SA	$6.84M	2.66%	0.03%	-36.4%	Q1 2016
HOVHovnanian Enterprises Inc	$6.83M	2.65%	8.55%	-38.1%	Q1 2023
LEALear Corp	$6.8M	2.64%	0.11%	-36.1%	Q4 2023
OSKOshkosh Corp	$6.72M	2.61%	0.07%	-38.0%	Q3 2025
BTUPeabody Energy Corp	$6.54M	2.54%	0.16%	-36.8%	Q2 2013
ARWArrow Electronics, Inc.	$6.45M	2.50%	0.09%	Not reported	Q1 2022
SNXTD Synnex Corp	$6.43M	2.50%	0.05%	-37.6%	Q1 2022
IMKTAIngles Markets Inc	$6.33M	2.46%	Not reported	Not reported	Q4 2023
NOVNOV Inc.	$6.25M	2.43%	0.09%	New	Q1 2026
LEGLeggett & Platt Inc	$5.95M	2.31%	0.44%	-36.8%	Q4 2025
FLRFluor Corp	$5.68M	2.21%	0.09%	-35.5%	Q4 2019
BXCBlueLinx Holdings Inc.	$5.67M	2.20%	1.33%	-37.5%	Q1 2022
RYZRyerson Holding Corp	$5.65M	2.19%	0.49%	-36.0%	Q2 2015
FOXFFox Factory Holding Corp	$5.46M	2.12%	0.79%	-36.7%	Q4 2025
ZUMZZumiez Inc	$5.31M	2.06%	1.41%	-39.3%	Q3 2023
SCLStepan Co	$5.29M	2.06%	0.47%	New	Q1 2026
WNCWABASH NATIONAL Corp	$5.29M	2.05%	1.51%	-37.3%	Q1 2020
ADNTAdient plc	$5.22M	2.03%	0.33%	-39.3%	Q4 2016
NSPInsperity, Inc.	$4.86M	1.89%	0.48%	New	Q1 2026
COMPCompass, Inc.	$4.58M	1.78%	0.08%	New	Q1 2026
HCSGHealthcare Services Group Inc	$4.01M	1.56%	0.31%	-44.1%	Q4 2025
MEIMethode Electronics Inc	$3.97M	1.54%	2.03%	-38.0%	Q2 2025
MOHMolina Healthcare, Inc.	$3.71M	1.44%	0.05%	Not reported	Q1 2022
CFFNCapitol Federal Financial, Inc.	$3.4M	1.32%	0.37%	New	Q1 2026
BUSEFirst Busey Corp	$3.23M	1.26%	0.15%	-20.0%	Q4 2025
OSCROscar Health, Inc.	$3.19M	1.24%	Not reported	New	Q1 2026
EBCEastern Bankshares, Inc.	$3.13M	1.22%	0.07%	-20.2%	Q4 2025
PBProsperity Bancshares Inc	$3.05M	1.19%	0.05%	-20.4%	Q4 2025
BLMNBloomin' Brands, Inc.	$1.72M	0.67%	0.37%	-75.9%	Q2 2025
ASIXAdvanSix Inc.	$344K	0.13%	0.05%	Not reported	Q1 2020
Q4 2025Reported Feb 12, 202644 positions
HOUSAnywhere Real Estate Inc.	$16.1M	4.25%	1.01%	-6.5%	Q3 2025
AMRAlpha Metallurgical Resources, Inc.	$12.1M	3.20%	0.47%	-5.0%	Q1 2023
UNFIUnited Natural Foods Inc	$11.4M	3.02%	0.56%	-6.9%	Q4 2018
GOLDGold.com, Inc.	$11.1M	2.93%	1.31%	New	Q4 2025
MGAMagna International Inc	$10.8M	2.85%	0.07%	-7.2%	Q1 2016
LBRTLiberty Energy Inc.	$10.7M	2.83%	Not reported	-4.8%	Q1 2021
PBFPBF Energy Inc.	$10.5M	2.77%	Not reported	+18.1%	Q3 2013
LEGLeggett & Platt Inc	$10.5M	2.77%	0.70%	New	Q4 2025
CWKCushman & Wakefield Ltd.	$10.4M	2.74%	0.28%	-7.0%	Q2 2025
ZUMZZumiez Inc	$10.3M	2.72%	2.33%	-4.4%	Q3 2023
BXCBlueLinx Holdings Inc.	$10.3M	2.71%	2.13%	+113.8%	Q1 2022
PUMPProPetro Holding Corp.	$10.2M	2.70%	1.03%	-4.9%	Q4 2018
ANAutonation, Inc.	$10.2M	2.69%	0.14%	-5.1%	Q1 2022
BWABorgwarner Inc	$10.1M	2.67%	0.11%	-4.6%	Q2 2025
LEALear Corp	$10.1M	2.66%	0.17%	+3.5%	Q4 2023
LYFTLyft, Inc.	$9.94M	2.63%	0.13%	-6.1%	Q3 2025
RYZRyerson Holding Corp	$9.88M	2.61%	1.22%	+4.9%	Q2 2015
HOVHovnanian Enterprises Inc	$9.7M	2.56%	13.80%	+51.3%	Q1 2023
PARRPar Pacific Holdings, Inc.	$9.63M	2.55%	0.55%	-50.0%	Q2 2023
ARCBArcbest Corp	$9.49M	2.51%	0.57%	-6.5%	Q2 2014
MTUSMetallus Inc.	$9.43M	2.49%	1.32%	+3.5%	Q3 2022
BTUPeabody Energy Corp	$9.33M	2.47%	0.26%	Not reported	Q2 2013
OSKOshkosh Corp	$9.25M	2.44%	0.12%	+33.9%	Q3 2025
SNXTD Synnex Corp	$9.18M	2.43%	0.08%	+18.9%	Q1 2022
FOXFFox Factory Holding Corp	$8.97M	2.37%	1.25%	New	Q4 2025
SANMSanmina Corp	$8.79M	2.32%	0.11%	-6.7%	Q2 2013
SAHSonic Automotive Inc	$8.73M	2.31%	Not reported	-5.3%	Q2 2016
ALLYAlly Financial Inc.	$8.71M	2.30%	0.06%	-5.4%	Q1 2016
WNCWABASH NATIONAL Corp	$8.46M	2.24%	2.42%	+23.4%	Q1 2020
ADNTAdient plc	$8.15M	2.15%	0.54%	-4.1%	Q4 2016
BLMNBloomin' Brands, Inc.	$8.13M	2.15%	1.55%	+43.0%	Q2 2025
MEIMethode Electronics Inc	$7.69M	2.03%	3.27%	+12.2%	Q2 2025
BGBunge Global SA	$7.53M	1.99%	0.04%	-6.9%	Q1 2016
FLRFluor Corp	$7.47M	1.98%	0.12%	Not reported	Q4 2019
TWITitan International Inc	$7.41M	1.96%	1.48%	-6.5%	Q1 2025
HCSGHealthcare Services Group Inc	$7.4M	1.95%	0.56%	New	Q4 2025
ALKAlaska Air Group, Inc.	$6.65M	1.76%	0.11%	-5.5%	Q2 2020
CLWClearwater Paper Corp	$6.08M	1.61%	2.18%	-4.7%	Q1 2025
WBSWebster Financial Corp	$3.98M	1.05%	0.04%	New	Q4 2025
PBProsperity Bancshares Inc	$3.95M	1.04%	0.06%	New	Q4 2025
BUSEFirst Busey Corp	$3.81M	1.01%	0.18%	New	Q4 2025
EBCEastern Bankshares, Inc.	$3.7M	0.98%	0.09%	New	Q4 2025
SEBSeaboard Corp	$1.27M	0.34%	0.03%	Not reported	Q2 2024
TXTernium S.A.	$947K	0.25%	0.00%	Not reported	Q3 2022
Q3 2025Reported Nov 10, 202547 positions
PARRPar Pacific Holdings, Inc.	$19.4M	4.90%	1.08%	-16.9%	Q2 2023
DKDelek US Holdings, Inc.	$17.3M	4.37%	0.89%	-17.2%	Q4 2021
DINOHF Sinclair Corp	$13.9M	3.50%	0.14%	-16.7%	Q1 2022
UNFIUnited Natural Foods Inc	$13.7M	3.46%	0.60%	Not reported	Q4 2018
HOUSAnywhere Real Estate Inc.	$12.9M	3.24%	1.08%	New	Q3 2025
LYFTLyft, Inc.	$12M	3.03%	1.52%	New	Q3 2025
ANAutonation, Inc.	$11.4M	2.87%	0.14%	-16.5%	Q1 2022
SAHSonic Automotive Inc	$11.3M	2.86%	Not reported	-16.8%	Q2 2016
CWKCushman & Wakefield Ltd.	$11M	2.77%	0.30%	-15.2%	Q2 2025
ADNTAdient plc	$10.7M	2.69%	0.56%	+37.8%	Q4 2016
LUVSouthwest Airlines Co	$10.6M	2.67%	0.06%	-17.0%	Q4 2023
AMRAlpha Metallurgical Resources, Inc.	$10.5M	2.64%	0.49%	-16.9%	Q1 2023
MGAMagna International Inc	$10.3M	2.61%	0.08%	-7.1%	Q1 2016
BWABorgwarner Inc	$10.3M	2.60%	0.11%	+773.8%	Q2 2025
PBFPBF Energy Inc.	$9.88M	2.49%	Not reported	-10.8%	Q3 2013
ARCBArcbest Corp	$9.56M	2.41%	0.60%	-16.0%	Q2 2014
ARWArrow Electronics, Inc.	$9.36M	2.36%	0.15%	-16.9%	Q1 2022
MTUSMetallus Inc.	$8.77M	2.21%	1.27%	-16.6%	Q3 2022
RYZRyerson Holding Corp	$8.56M	2.16%	1.16%	-16.9%	Q2 2015
WKCWorld Kinect Corp	$8.54M	2.16%	0.59%	+3.1%	Q1 2022
LEALear Corp	$8.53M	2.15%	0.16%	-18.7%	Q4 2023
ABGAsbury Automotive Group Inc	$8.47M	2.14%	0.18%	-17.1%	Q1 2024
HOVHovnanian Enterprises Inc	$8.44M	2.13%	9.12%	-5.7%	Q1 2023
SNXTD Synnex Corp	$8.42M	2.12%	0.06%	Not reported	Q1 2022
MYRGMyr Group Inc.	$8.31M	2.10%	0.26%	New	Q3 2025
ZUMZZumiez Inc	$8.09M	2.04%	2.40%	+76.8%	Q3 2023
ALLYAlly Financial Inc.	$7.97M	2.01%	0.07%	-18.1%	Q1 2016
WNCWABASH NATIONAL Corp	$7.83M	1.97%	1.96%	-15.8%	Q1 2020
MEIMethode Electronics Inc	$7.8M	1.97%	2.93%	+8.1%	Q2 2025
TWITitan International Inc	$7.65M	1.93%	1.58%	-16.5%	Q1 2025
CLWClearwater Paper Corp	$7.61M	1.92%	2.28%	+12.4%	Q1 2025
LBRTLiberty Energy Inc.	$7.52M	1.90%	Not reported	+11.8%	Q1 2021
BGBunge Global SA	$7.38M	1.86%	0.05%	-16.2%	Q1 2016
SANMSanmina Corp	$7.22M	1.82%	0.12%	Not reported	Q2 2013
OSKOshkosh Corp	$7.13M	1.80%	0.09%	New	Q3 2025
ALKAlaska Air Group, Inc.	$6.97M	1.76%	0.12%	-18.1%	Q2 2020
DXCDXC Technology Co	$6.94M	1.75%	0.28%	+2.5%	Q4 2019
BLMNBloomin' Brands, Inc.	$6.61M	1.67%	1.08%	-16.3%	Q2 2025
ACHAccendra Health Inc	$5.99M	1.51%	1.61%	+72.6%	Q1 2022
ACIAlbertsons Companies, Inc.	$5.94M	1.50%	0.06%	+674.2%	Q1 2022
PUMPProPetro Holding Corp.	$5.92M	1.49%	1.09%	+11.5%	Q4 2018
BXCBlueLinx Holdings Inc.	$5.71M	1.44%	0.99%	+41.3%	Q1 2022
SEBSeaboard Corp	$1.04M	0.26%	0.03%	Not reported	Q2 2024
BBYBest Buy Co Inc	$880K	0.22%	0.01%	Not reported	Q1 2022
TXTernium S.A.	$861K	0.22%	0.00%	Not reported	Q3 2022
IMKTAIngles Markets Inc	$741K	0.19%	Not reported	Not reported	Q4 2023
MANManpowerGroup Inc.	$433K	0.11%	0.02%	Not reported	Q4 2023

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