The Analysis of TOWLE & CO's Holdings

Currently, TOWLE & CO holds 47 types of securities in its portfolio with a total value $396.4M. In the most recent quarter, they have increased their positions in UNFI (+364.8K shares, valued at $13.7M), HOUS (+1.2M shares, valued at $12.9M), LYFT (+546.3K shares, valued at $12.0M); decreased their positions in PARR (-111.3K shares, valued at $3.9M), DK (-111.1K shares, valued at $3.6M), DINO (-53.2K shares, valued at $2.8M); initiated new positions in UNFI (+364.8K shares, valued at $13.7M), HOUS (+1.2M shares, valued at $12.9M), LYFT (+546.3K shares, valued at $12.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PARR PAR PAC HOLDINGS INC548.7K shares-16.86%2025-09-302025-11-10

DK DELEK US HLDGS INC NEW536.1K shares-17.17%2025-09-302025-11-10

DINO HF SINCLAIR CORP264.8K shares-16.73%2025-09-302025-11-10

UNFI UNITED NAT FOODS INC364.8K sharesnew addition2025-09-302025-11-10

HOUS ANYWHERE REAL ESTATE INC1.2M sharesnew addition2025-09-302025-11-10

LYFT LYFT INC546.3K sharesnew addition2025-09-302025-11-10

AN AUTONATION INC52.0K shares-16.51%2025-09-302025-11-10

SAH SONIC AUTOMOTIVE INC148.9K shares-16.77%2025-09-302025-11-10

Sponsored

CWK CUSHMAN WAKEFIELD PLC689.1K shares-15.19%2025-09-302025-11-10

ADNT ADIENT PLC443.4K shares37.81%2025-09-302025-11-10

LUV SOUTHWEST AIRLS CO331.8K shares-16.95%2025-09-302025-11-10

AMR ALPHA METALLURGICAL RESOUR I63.8K shares-16.88%2025-09-302025-11-10

MGA MAGNA INTL INC218.1K shares-7.10%2025-09-302025-11-10

BWA BORGWARNER INC234.5K shares773.75%2025-09-302025-11-10

PBF PBF ENERGY INC327.6K shares-10.80%2025-09-302025-11-10

ARCB ARCBEST CORP136.8K shares-15.99%2025-09-302025-11-10

Sponsored

ARW ARROW ELECTRS INC77.4K shares-16.94%2025-09-302025-11-10

MTUS METALLUS INC530.8K shares-16.59%2025-09-302025-11-10

RYI RYERSON HLDG CORP374.4K shares-16.93%2025-09-302025-11-10

WKC WORLD KINECT CORPORATION329.2K shares3.13%2025-09-302025-11-10

LEA LEAR CORP84.8K shares-18.68%2025-09-302025-11-10

ABG ASBURY AUTOMOTIVE GROUP INC34.6K shares-17.05%2025-09-302025-11-10

HOV HOVNANIAN ENTERPRISES INC65.7K shares-5.71%2025-09-302025-11-10

SNX TD SYNNEX CORPORATION51.4K sharesnew addition2025-09-302025-11-10

Sponsored

MYRG MYR GROUP INC DEL40.0K sharesnew addition2025-09-302025-11-10

ZUMZ ZUMIEZ INC412.5K shares76.78%2025-09-302025-11-10

ALLY ALLY FINL INC203.3K shares-18.12%2025-09-302025-11-10

WNC WABASH NATL CORP792.8K shares-15.84%2025-09-302025-11-10

MEI METHODE ELECTRS INC1.0M shares8.09%2025-09-302025-11-10

TWI TITAN INTL INC ILL1.0M shares-16.54%2025-09-302025-11-10

CLW CLEARWATER PAPER CORP366.8K shares12.44%2025-09-302025-11-10

LBRT LIBERTY ENERGY INC609.7K shares11.76%2025-09-302025-11-10

Sponsored

BG BUNGE GLOBAL SA90.8K shares-16.22%2025-09-302025-11-10

SANM SANMINA CORPORATION62.7K sharesnew addition2025-09-302025-11-10

OSK OSHKOSH CORP55.0K sharesnew addition2025-09-302025-11-10

ALK ALASKA AIR GROUP INC140.0K shares-18.08%2025-09-302025-11-10

DXC DXC TECHNOLOGY CO509.0K shares2.48%2025-09-302025-11-10

BLMN BLOOMIN BRANDS INC921.4K shares-16.26%2025-09-302025-11-10

OMI OWENS & MINOR INC NEW1.2M shares72.57%2025-09-302025-11-10

ACI ALBERTSONS COS INC339.2K shares674.24%2025-09-302025-11-10

Sponsored

PUMP PROPETRO HLDG CORP1.1M shares11.47%2025-09-302025-11-10

BXC BLUELINX HLDGS INC78.2K shares41.31%2025-09-302025-11-10

SEB SEABOARD CORP DEL286 shares0.00%2025-09-302025-11-10

BBY BEST BUY INC11.6K shares0.00%2025-09-302025-11-10

TX TERNIUM SA24.8K shares0.00%2025-09-302025-11-10

IMKTA INGLES MKTS INC10.7K shares0.00%2025-09-302025-11-10

MAN MANPOWERGROUP INC WIS11.4K shares0.00%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available