Towle & Co 13F 持仓 · 2026年Q2
Towle & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 2.95 亿美元。前几大持仓：MEI（4.15%）、SNX（3.27%）、COMP（3.17%）。本季前 25 大持仓中：新建仓 6 只、增持 4 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MEI | METHODE ELECTRS INC | $12.2M | 4.15% | 645,605 | 减持 |
| 2 | SNX | TD SYNNEX CORPORATION | $9.6M | 3.27% | 36,053 | 减持 |
| 3 | COMP | COMPASS INC | $9.4M | 3.17% | 759,747 | 增持 |
| 4 | ARW | ARROW ELECTRS INC | $9.2M | 3.11% | 43,070 | 减持 |
| 5 | OSCR | OSCAR HEALTH INC | $8.8M | 2.98% | 308,597 | 增持 |
| 6 | NSP | INSPERITY INC | $8.7M | 2.94% | 210,239 | 增持 |
| 7 | MGA | MAGNA INTL INC | $8.0M | 2.72% | 122,395 | 减持 |
| 8 | UNFI | UNITED NAT FOODS INC | $7.9M | 2.68% | 173,459 | 减持 |
| 9 | GOLD | GOLD COM INC | $7.5M | 2.55% | 180,781 | 减持 |
| 10 | BWA | BORGWARNER INC | $7.3M | 2.47% | 109,871 | 减持 |
| 11 | SCHL | SCHOLASTIC CORP | $7.2M | 2.45% | 157,131 | 新建仓 |
| 12 | LEA | LEAR CORP | $7.1M | 2.40% | 52,784 | 减持 |
| 13 | MOH | MOLINA HEALTHCARE INC | $7.1M | 2.40% | 30,940 | 增持 |
| 14 | HOG | HARLEY DAVIDSON INC | $6.8M | 2.31% | 278,861 | 新建仓 |
| 15 | ARCB | ARCBEST CORP | $6.7M | 2.27% | 46,676 | 减持 |
| 16 | INGM | INGRAM MICRO HLDG CORP | $6.6M | 2.23% | 239,422 | 新建仓 |
| 17 | ATKR | ATKORE INC | $6.5M | 2.21% | 85,793 | 新建仓 |
| 18 | LBRT | LIBERTY ENERGY INC | $6.5M | 2.21% | 249,281 | 减持 |
| 19 | DLX | DELUXE CORP MEDIUM TERM NTS | $6.5M | 2.20% | 271,397 | 减持 |
| 20 | FIVN | FIVE9 INC | $6.5M | 2.20% | 304,623 | 新建仓 |
| 21 | PARR | PAR PAC HOLDINGS INC | $6.1M | 2.07% | 109,183 | 减持 |
| 22 | CLF | CLEVELAND-CLIFFS INC NEW | $6.1M | 2.06% | 648,628 | 新建仓 |
| 23 | PUMP | PROPETRO HLDG CORP | $6.0M | 2.05% | 421,563 | 减持 |
| 24 | IMKTA | INGLES MKTS INC | $6.0M | 2.04% | 67,912 | 减持 |
| 25 | AMR | ALPHA METALLURGICAL RESOUR I | $5.9M | 2.01% | 35,996 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR