Wilen Investment Management Corp.

13F filer · CIK 0000902614

Last filed Nov 14, 2022

Inactive · not filing 13F

13F portfolio value$98.1MU.S. long equity reported on 13F

Positions851 new · 2 closed

Net flow last quarter+$235KBuys minus sells

Top 10 positions weight63.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2022Reported Nov 14, 202285 positions
EGYVaalco Energy Inc	$13.3M	13.57%	5.30%	+2.9%	Q1 2013
UHALU-Haul Holding Co	$10M	10.23%	0.10%	-0.3%	Q1 2013
HUNHuntsman CORP	$6.4M	6.52%	0.14%	+0.5%	Q1 2013
OLNOLIN Corp	$5.77M	5.88%	0.10%	0.0%	Q3 2021
DLADelta Apparel, Inc	$5.58M	5.69%	5.86%	+3.8%	Q1 2013
URIUnited Rentals, Inc.	$5.18M	5.28%	0.03%	Not reported	Q4 2018
IMKTAIngles Markets Inc	$5.15M	5.25%	Not reported	-1.4%	Q2 2020
COPConocophillips	$3.99M	4.06%	0.00%	Not reported	Q1 2013
CCFChase Corp	$3.99M	4.06%	0.51%	-0.6%	Q1 2013
QEPCQep Co Inc	$2.47M	2.52%	Not reported	-0.7%	Q1 2013
MPCMarathon Petroleum Corp	$2.44M	2.49%	0.01%	-0.4%	Q1 2013
TSEOQTrinseo PLC	$2.27M	2.31%	0.36%	+0.4%	Q3 2021
SXIStandex International Corp	$2.26M	2.31%	0.24%	-4.5%	Q1 2013
LCIILci Industries	$2.09M	2.13%	0.08%	-1.0%	Q1 2017
EMNEastman Chemical Co	$2M	2.04%	0.02%	Not reported	Q3 2015
WLKWestlake Corp	$1.91M	1.95%	0.02%	Not reported	Q4 2021
LHXL3harris Technologies, Inc.	$1.83M	1.86%	0.00%	-1.1%	Q2 2019
PSXPhillips 66	$1.71M	1.75%	0.00%	Not reported	Q1 2013
WTSWatts Water Technologies Inc	$1.49M	1.52%	Not reported	-1.2%	Q1 2013
KOPKoppers Holdings Inc.	$1.36M	1.39%	0.32%	-0.3%	Q3 2020
TTTrane Technologies plc	$1.34M	1.36%	0.00%	Not reported	Q1 2020
CRCrane Co	$1.28M	1.30%	Not reported	Not reported	Q1 2013
BERYBerry Global Group, Inc.	$1.01M	1.03%	0.02%	+1.4%	Q4 2020
WCCWesco International Inc	$940K	0.96%	0.02%	Not reported	Q3 2019
BMYBristol Myers Squibb Co	$891K	0.91%	0.00%	Not reported	Q3 2020
CARRCARRIER GLOBAL Corp	$816K	0.83%	0.00%	Not reported	Q2 2020
NTICNorthern Technologies International Corp	$576K	0.59%	0.50%	-7.8%	Q1 2013
BLDRBuilders FirstSource, Inc.	$554K	0.56%	0.01%	Not reported	Q2 2017
HRIHerc Holdings Inc	$524K	0.53%	0.02%	+8.5%	Q4 2020
HESHess Corp	$515K	0.53%	Not reported	Not reported	Q1 2013
HBIHanesbrands Inc.	$510K	0.52%	0.02%	Not reported	Q1 2013
CMTCore Molding Technologies Inc	$478K	0.49%	0.60%	-14.7%	Q1 2013
SCLStepan Co	$430K	0.44%	0.02%	-4.2%	Q1 2013
DENNDENNY'S Corp	$360K	0.37%	0.07%	Not reported	Q1 2013
IRIngersoll Rand Inc.	$351K	0.36%	0.00%	-1.1%	Q4 2014
DCODucommun Inc	$340K	0.35%	0.07%	Not reported	Q1 2013
ALLEAllegion plc	$320K	0.33%	0.00%	-0.9%	Q4 2014
ETNEaton Corp plc	$319K	0.33%	0.00%	-4.0%	Q1 2013
UFPIUfp Industries Inc	$302K	0.31%	0.01%	Not reported	Q3 2020
GTGoodyear Tire & Rubber Co	$294K	0.30%	0.01%	Not reported	Q1 2014
SXTSensient Technologies Corp	$246K	0.25%	0.01%	Not reported	Q1 2013
TTETotalEnergies SE	$243K	0.25%	0.00%	Not reported	Q1 2013
BECNBeacon Roofing Supply Inc	$216K	0.22%	0.01%	Not reported	Q4 2020
HRBH&R Block Inc	$210K	0.21%	0.00%	Not reported	Q4 2020
NGLSTarga Resources Partners LP	$183K	0.19%	0.06%	Not reported	Q1 2022
ALNTAllient Inc	$180K	0.18%	0.04%	Not reported	Q2 2019
CCChemours Co	$178K	0.18%	0.00%	Not reported	Q2 2021
UUUUniversal Safety Products, Inc.	$174K	0.18%	2.15%	Not reported	Q1 2013
JOUTJohnson Outdoors Inc	$170K	0.17%	Not reported	-5.7%	Q4 2016
OSKOshkosh Corp	$161K	0.16%	0.00%	Not reported	Q1 2013

Q2 2022Reported Aug 5, 202286 positions
EGYVaalco Energy Inc	$20.5M	17.84%	5.15%	-2.9%	Q1 2013
DLADelta Apparel, Inc	$10.8M	9.42%	5.62%	+3.0%	Q1 2013
UHALU-Haul Holding Co	$9.42M	8.18%	0.10%	+1.5%	Q1 2013
HUNHuntsman CORP	$7.35M	6.38%	0.13%	+1.2%	Q1 2013
OLNOLIN Corp	$6.24M	5.42%	0.09%	+10.0%	Q3 2021
IMKTAIngles Markets Inc	$5.68M	4.94%	Not reported	+0.3%	Q2 2020
TSEOQTrinseo PLC	$4.77M	4.14%	0.35%	-1.7%	Q3 2021
URIUnited Rentals, Inc.	$4.66M	4.05%	0.03%	+1.6%	Q4 2018
CCFChase Corp	$3.67M	3.19%	0.51%	0.0%	Q1 2013
COPConocophillips	$3.5M	3.04%	0.00%	-0.1%	Q1 2013
QEPCQep Co Inc	$3M	2.61%	Not reported	-0.2%	Q1 2013
EMNEastman Chemical Co	$2.53M	2.20%	0.02%	Not reported	Q3 2015
SXIStandex International Corp	$2.46M	2.13%	0.25%	Not reported	Q1 2013
LCIILci Industries	$2.32M	2.02%	0.08%	-0.5%	Q1 2017
WLKWestlake Corp	$2.16M	1.88%	0.02%	+3.0%	Q4 2021
LHXL3harris Technologies, Inc.	$2.15M	1.87%	0.00%	Not reported	Q2 2019
MPCMarathon Petroleum Corp	$2.03M	1.77%	0.00%	Not reported	Q1 2013
PSXPhillips 66	$1.75M	1.52%	0.00%	-1.4%	Q1 2013
WTSWatts Water Technologies Inc	$1.48M	1.28%	Not reported	Not reported	Q1 2013
KOPKoppers Holdings Inc.	$1.46M	1.27%	0.31%	-1.6%	Q3 2020
CRCrane Co	$1.28M	1.11%	Not reported	Not reported	Q1 2013
TTTrane Technologies plc	$1.2M	1.04%	0.00%	Not reported	Q1 2020
BERYBerry Global Group, Inc.	$1.17M	1.01%	0.02%	+2.4%	Q4 2020
BMYBristol Myers Squibb Co	$967K	0.84%	0.00%	Not reported	Q3 2020
WCCWesco International Inc	$841K	0.73%	0.02%	Not reported	Q3 2019
CARRCARRIER GLOBAL Corp	$822K	0.71%	0.00%	Not reported	Q2 2020
HBIHanesbrands Inc.	$755K	0.66%	0.02%	+10.9%	Q1 2013
CMTCore Molding Technologies Inc	$516K	0.45%	0.70%	Not reported	Q1 2013
HESHess Corp	$503K	0.44%	Not reported	Not reported	Q1 2013
BLDRBuilders FirstSource, Inc.	$502K	0.44%	0.01%	Not reported	Q2 2017
SCLStepan Co	$487K	0.42%	0.02%	Not reported	Q1 2013
NTICNorthern Technologies International Corp	$450K	0.39%	0.54%	-7.1%	Q1 2013
HRIHerc Holdings Inc	$424K	0.37%	0.02%	+378.5%	Q4 2020
DCODucommun Inc	$370K	0.32%	0.07%	Not reported	Q1 2013
ALLEAllegion plc	$352K	0.31%	0.00%	0.0%	Q4 2014
IRIngersoll Rand Inc.	$342K	0.30%	0.00%	0.0%	Q4 2014
DENNDENNY'S Corp	$330K	0.29%	0.07%	-7.2%	Q1 2013
ETNEaton Corp plc	$314K	0.27%	0.00%	Not reported	Q1 2013
GTGoodyear Tire & Rubber Co	$308K	0.27%	0.01%	-60.5%	Q1 2014
SXTSensient Technologies Corp	$285K	0.25%	0.01%	Not reported	Q1 2013
UFPIUfp Industries Inc	$285K	0.25%	0.01%	Not reported	Q3 2020
TTETotalEnergies SE	$276K	0.24%	0.00%	Not reported	Q1 2013
CCChemours Co	$233K	0.20%	0.00%	Not reported	Q2 2021
JOUTJohnson Outdoors Inc	$215K	0.19%	Not reported	Not reported	Q4 2016
BECNBeacon Roofing Supply Inc	$204K	0.18%	0.01%	Not reported	Q4 2020
OSKOshkosh Corp	$187K	0.16%	0.00%	Not reported	Q1 2013
NGLSTarga Resources Partners LP	$183K	0.16%	0.06%	Not reported	Q1 2022
RTXRTX Corp	$176K	0.15%	0.00%	Not reported	Q1 2022
HRBH&R Block Inc	$175K	0.15%	0.00%	Not reported	Q4 2020
UUUUniversal Safety Products, Inc.	$162K	0.14%	2.15%	Not reported	Q1 2013

Q1 2022Reported May 4, 202290 positions
EGYVaalco Energy Inc	$19.6M	14.76%	5.32%	-0.6%	Q1 2013
UHALU-Haul Holding Co	$11.6M	8.73%	0.10%	+2.0%	Q1 2013
DLADelta Apparel, Inc	$11M	8.30%	5.46%	-0.3%	Q1 2013
HUNHuntsman CORP	$9.59M	7.23%	0.12%	+0.6%	Q1 2013
URIUnited Rentals, Inc.	$6.72M	5.07%	0.03%	Not reported	Q4 2018
OLNOLIN Corp	$6.41M	4.83%	0.08%	+151.8%	Q3 2021
TSEOQTrinseo PLC	$6.06M	4.57%	0.34%	+0.5%	Q3 2021
IMKTAIngles Markets Inc	$5.83M	4.40%	Not reported	Not reported	Q2 2020
CCFChase Corp	$4.15M	3.13%	0.51%	-0.8%	Q1 2013
COPConocophillips	$3.89M	2.93%	0.00%	Not reported	Q1 2013
EMNEastman Chemical Co	$3.17M	2.39%	0.02%	-0.4%	Q3 2015
QEPCQep Co Inc	$3.01M	2.27%	Not reported	-1.4%	Q1 2013
SXIStandex International Corp	$2.91M	2.19%	0.25%	-0.2%	Q1 2013
FOEFerro Corp	$2.89M	2.18%	0.16%	-19.7%	Q1 2013
WLKWestlake Corp	$2.65M	2.00%	0.02%	+4.9%	Q4 2021
LHXL3harris Technologies, Inc.	$2.21M	1.67%	0.00%	-2.7%	Q2 2019
LCIILci Industries	$2.16M	1.63%	0.08%	-0.2%	Q1 2017
MPCMarathon Petroleum Corp	$2.11M	1.59%	0.00%	Not reported	Q1 2013
PSXPhillips 66	$1.87M	1.41%	0.00%	-0.9%	Q1 2013
KOPKoppers Holdings Inc.	$1.83M	1.38%	0.32%	-0.2%	Q3 2020
WTSWatts Water Technologies Inc	$1.68M	1.27%	Not reported	Not reported	Q1 2013
CRCrane Co	$1.58M	1.19%	Not reported	-2.0%	Q1 2013
TTTrane Technologies plc	$1.41M	1.06%	0.00%	Not reported	Q1 2020
BERYBerry Global Group, Inc.	$1.21M	0.92%	0.02%	Not reported	Q4 2020
CARRCARRIER GLOBAL Corp	$1.06M	0.80%	0.00%	+8.8%	Q2 2020
GTGoodyear Tire & Rubber Co	$1.04M	0.78%	0.03%	Not reported	Q1 2014
WCCWesco International Inc	$1.02M	0.77%	0.02%	Not reported	Q3 2019
HBIHanesbrands Inc.	$988K	0.74%	0.02%	-1.6%	Q1 2013
HBPHuttig Building Products Inc	$943K	0.71%	0.34%	+46.1%	Q4 2021
BMYBristol Myers Squibb Co	$916K	0.69%	0.00%	-0.8%	Q3 2020
CMTCore Molding Technologies Inc	$619K	0.47%	0.71%	-2.4%	Q1 2013
NTICNorthern Technologies International Corp	$619K	0.47%	0.58%	-0.6%	Q1 2013
BLDRBuilders FirstSource, Inc.	$606K	0.46%	0.01%	Not reported	Q2 2017
DENNDENNY'S Corp	$586K	0.44%	0.07%	-1.0%	Q1 2013
HESHess Corp	$508K	0.38%	Not reported	Not reported	Q1 2013
SCLStepan Co	$473K	0.36%	0.02%	Not reported	Q1 2013
DCODucommun Inc	$453K	0.34%	0.07%	Not reported	Q1 2013
IRIngersoll Rand Inc.	$413K	0.31%	0.00%	-1.2%	Q4 2014
ALLEAllegion plc	$395K	0.30%	0.00%	Not reported	Q4 2014
ETNEaton Corp plc	$377K	0.28%	0.00%	Not reported	Q1 2013
UFPIUfp Industries Inc	$325K	0.25%	0.01%	Not reported	Q3 2020
SXTSensient Technologies Corp	$298K	0.22%	0.01%	-2.7%	Q1 2013
JOUTJohnson Outdoors Inc	$271K	0.20%	Not reported	Not reported	Q4 2016
TTETotalEnergies SE	$264K	0.20%	0.00%	Not reported	Q1 2013
BECNBeacon Roofing Supply Inc	$236K	0.18%	0.01%	Not reported	Q4 2020
NGLSTarga Resources Partners LP	$232K	0.17%	0.06%	New	Q1 2022
OSKOshkosh Corp	$230K	0.17%	0.00%	-4.2%	Q1 2013
CCChemours Co	$229K	0.17%	0.00%	Not reported	Q2 2021
UUUUniversal Safety Products, Inc.	$199K	0.15%	2.15%	-1.0%	Q1 2013
RTXRTX Corp	$186K	0.14%	0.00%	New	Q1 2022

Q4 2021Reported Feb 2, 202287 positions
UHALU-Haul Holding Co	$13.8M	10.51%	0.10%	-51.3%	Q1 2013
DLADelta Apparel, Inc	$10.7M	8.14%	5.46%	-50.4%	Q1 2013
EGYVaalco Energy Inc	$9.93M	7.58%	5.38%	-47.9%	Q1 2013
HUNHuntsman CORP	$8.89M	6.79%	0.12%	-50.6%	Q1 2013
KRAKraton Corp	$8.68M	6.63%	0.61%	-51.4%	Q1 2016
TSEOQTrinseo PLC	$6.6M	5.04%	0.33%	-46.1%	Q3 2021
URIUnited Rentals, Inc.	$6.29M	4.80%	0.03%	-51.5%	Q4 2018
IMKTAIngles Markets Inc	$5.63M	4.30%	Not reported	-50.5%	Q2 2020
CCFChase Corp	$4.77M	3.64%	0.51%	-51.3%	Q1 2013
FOEFerro Corp	$3.56M	2.72%	0.20%	-46.0%	Q1 2013
EMNEastman Chemical Co	$3.42M	2.61%	0.01%	-50.5%	Q3 2015
LCIILci Industries	$3.26M	2.49%	0.08%	-50.6%	Q1 2017
SXIStandex International Corp	$3.22M	2.46%	0.24%	-55.5%	Q1 2013
QEPCQep Co Inc	$3.14M	2.40%	Not reported	-50.5%	Q1 2013
COPConocophillips	$2.81M	2.14%	0.00%	-51.4%	Q1 2013
OLNOLIN Corp	$2.79M	2.13%	0.03%	+114.8%	Q3 2021
WTSWatts Water Technologies Inc	$2.34M	1.79%	Not reported	-59.7%	Q1 2013
KOPKoppers Holdings Inc.	$2.07M	1.58%	0.32%	-50.4%	Q3 2020
WLKWestlake Corp	$1.98M	1.51%	0.02%	New	Q4 2021
LHXL3harris Technologies, Inc.	$1.95M	1.49%	0.00%	-50.9%	Q2 2019
TTTrane Technologies plc	$1.87M	1.43%	0.00%	-51.8%	Q1 2020
PSXPhillips 66	$1.58M	1.20%	0.01%	-51.7%	Q1 2013
MPCMarathon Petroleum Corp	$1.57M	1.20%	0.00%	-51.2%	Q1 2013
GTGoodyear Tire & Rubber Co	$1.56M	1.19%	0.03%	-51.9%	Q1 2014
BERYBerry Global Group, Inc.	$1.54M	1.18%	0.02%	-50.4%	Q4 2020
CRCrane Co	$1.51M	1.15%	Not reported	-52.1%	Q1 2013
CARRCARRIER GLOBAL Corp	$1.15M	0.87%	0.00%	-50.2%	Q2 2020
HBIHanesbrands Inc.	$1.14M	0.87%	0.02%	-50.5%	Q1 2013
WCCWesco International Inc	$1.04M	0.79%	0.02%	-50.0%	Q3 2019
BLDRBuilders FirstSource, Inc.	$805K	0.61%	0.01%	-51.3%	Q2 2017
BMYBristol Myers Squibb Co	$790K	0.60%	0.00%	-50.4%	Q3 2020
NTICNorthern Technologies International Corp	$744K	0.57%	0.59%	-51.4%	Q1 2013
DENNDENNY'S Corp	$666K	0.51%	0.07%	-50.0%	Q1 2013
HBPHuttig Building Products Inc	$661K	0.50%	0.23%	New	Q4 2021
SCLStepan Co	$596K	0.45%	0.02%	-50.0%	Q1 2013
IRIngersoll Rand Inc.	$509K	0.39%	0.00%	-52.5%	Q4 2014
CMTCore Molding Technologies Inc	$484K	0.37%	0.73%	-50.4%	Q1 2013
ALLEAllegion plc	$477K	0.36%	0.00%	-51.8%	Q4 2014
ETNEaton Corp plc	$430K	0.33%	0.00%	-51.0%	Q1 2013
DCODucommun Inc	$401K	0.31%	0.07%	-50.6%	Q1 2013
UFPIUfp Industries Inc	$389K	0.30%	0.01%	-50.0%	Q3 2020
SXTSensient Technologies Corp	$365K	0.28%	0.01%	-50.0%	Q1 2013
HESHess Corp	$351K	0.27%	Not reported	-52.0%	Q1 2013
JOUTJohnson Outdoors Inc	$328K	0.25%	Not reported	-50.0%	Q4 2016
OSKOshkosh Corp	$269K	0.21%	0.00%	-51.0%	Q1 2013
TTETotalEnergies SE	$259K	0.20%	0.00%	-51.4%	Q1 2013
CCChemours Co	$244K	0.19%	0.00%	-50.0%	Q2 2021
ALNTAllient Inc	$227K	0.17%	0.04%	Not reported	Q2 2019
BECNBeacon Roofing Supply Inc	$226K	0.17%	0.01%	Not reported	Q4 2020
SHYFShyft Group, Inc.	$219K	0.17%	Not reported	-4.2%	Q2 2020

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