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 $295.1M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MEI ($12.2M, 4.15%), SNX ($9.6M, 3.27%), COMP ($9.4M, 3.17%), ARW ($9.2M, 3.11%), OSCR ($8.8M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MEI | METHODE ELECTRS INC | $12.2M | 4.15% | 645,605 | Trimmed |
| 2 | SNX | TD SYNNEX CORPORATION | $9.6M | 3.27% | 36,053 | Trimmed |
| 3 | COMP | COMPASS INC | $9.4M | 3.17% | 759,747 | Added |
| 4 | ARW | ARROW ELECTRS INC | $9.2M | 3.11% | 43,070 | Trimmed |
| 5 | OSCR | OSCAR HEALTH INC | $8.8M | 2.98% | 308,597 | Added |
| 6 | NSP | INSPERITY INC | $8.7M | 2.94% | 210,239 | Added |
| 7 | MGA | MAGNA INTL INC | $8.0M | 2.72% | 122,395 | Trimmed |
| 8 | UNFI | UNITED NAT FOODS INC | $7.9M | 2.68% | 173,459 | Trimmed |
| 9 | GOLD | GOLD COM INC | $7.5M | 2.55% | 180,781 | Trimmed |
| 10 | BWA | BORGWARNER INC | $7.3M | 2.47% | 109,871 | Trimmed |
| 11 | SCHL | SCHOLASTIC CORP | $7.2M | 2.45% | 157,131 | New |
| 12 | MOH | MOLINA HEALTHCARE INC | $7.1M | 2.40% | 30,940 | Added |
| 13 | LEA | LEAR CORP | $7.1M | 2.40% | 52,784 | Trimmed |
| 14 | HOG | HARLEY DAVIDSON INC | $6.8M | 2.31% | 278,861 | New |
| 15 | ARCB | ARCBEST CORP | $6.7M | 2.27% | 46,676 | Trimmed |
| 16 | INGM | INGRAM MICRO HLDG CORP | $6.6M | 2.23% | 239,422 | New |
| 17 | ATKR | ATKORE INC | $6.5M | 2.21% | 85,793 | New |
| 18 | LBRT | LIBERTY ENERGY INC | $6.5M | 2.21% | 249,281 | Trimmed |
| 19 | DLX | DELUXE CORP MEDIUM TERM NTS | $6.5M | 2.20% | 271,397 | Trimmed |
| 20 | FIVN | FIVE9 INC | $6.5M | 2.20% | 304,623 | New |
| 21 | PARR | PAR PAC HOLDINGS INC | $6.1M | 2.07% | 109,183 | Trimmed |
| 22 | CLF | CLEVELAND-CLIFFS INC NEW | $6.1M | 2.06% | 648,628 | New |
| 23 | PUMP | PROPETRO HLDG CORP | $6.0M | 2.05% | 421,563 | Trimmed |
| 24 | IMKTA | INGLES MKTS INC | $6.0M | 2.04% | 67,912 | Trimmed |
| 25 | FLR | FLUOR CORP | $5.9M | 2.01% | 113,372 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30