TC
| |
TOWLE & CO13F | |
| TOWLE & CO | |
| Last update 2025-05-15 | 50 Stocks (4 new) |
| Value $458.00 Mil | Turnover 15 % |
TOWLE & CO Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSN | Tyson Foods Inc | 296,172 | 18,898.7 | -1.98% | 4.130 | -0.06% | 0.080 | -11.96% | -5.40% | 19,026.5 | Consumer Packaged Goods | |
LUV | Southwest Airlines Co | 519,394 | 17,441.3 | -14.20% | 3.810 | -0.50% | 0.090 | +48.42% | +9.87% | 20,805.8 | Transportation | |
WOOF | Petco Health and Wellness Co Inc | 5,529,420 | 16,864.7 | -4.12% | 3.690 | -0.16% | 2.000 | +6.80% | -13.39% | 920.7 | Retail - Cyclical | |
DAN | Dana Inc | 1,084,948 | 14,462.4 | +30.48% | 3.160 | +0.74% | 0.740 | +39.61% | +42.98% | 2,377.0 | Vehicles & Parts | |
UAA | Under Armour Inc | 2,247,789 | 14,048.7 | -2.52% | 3.070 | -0.08% | 0.520 | +17.67% | -17.15% | 2,842.0 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
AAP | Advance Auto Parts Inc | 353,443 | 13,858.5 | +0.19% | 3.030 | +0.01% | 0.590 | +92.62% | +31.55% | 3,663.3 | Vehicles & Parts | |
SAH | Sonic Automotive Inc | 237,536 | 13,530.0 | -24.18% | 2.960 | -0.82% | 0.700 | +31.61% | +22.73% | 2,613.0 | Vehicles & Parts | |
DINO | HF Sinclair Corp | 405,860 | 13,344.7 | -16.03% | 2.920 | -0.47% | 0.220 | +53.46% | +29.18% | 8,280.6 | Oil & Gas | |
DXC | DXC Technology Co | 774,567 | 13,206.4 | -1.61% | 2.890 | -0.04% | 0.430 | +0.21% | -27.98% | 2,616.2 | Software | |
AN | AutoNation Inc | 78,575 | 12,722.9 | -2.85% | 2.780 | -0.07% | 0.210 | +18.69% | +15.85% | 7,418.1 | Vehicles & Parts |
TOWLE & CO's Historical Top Holdings Breakdowns
TOWLE & CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UAL | United Airlines Holdings Inc | 2025-03-31 | Reduce Reduce | -6.30% | 69.05 ($94.43) 110.52 | $92.25 | -2.31% | Reduce -96.91% | 12,051 | -377,382 | |
UNFI | United Natural Foods Inc | 2025-03-31 | Sold Out Sold Out | -2.92% | 24.57 ($28.97) 34.37 | $27.28 | -5.83% | Sold Out | 0 | -622,302 | |
TWI | Titan International Inc | 2025-03-31 | New Buy New Buy | +2.72% | 6.59 ($8.27) 9.22 | $9.04 | 9.31% | New holding | 1,483,264 | 1,483,264 | |
MTUS | Metallus Inc | 2025-03-31 | New Buy New Buy | +2.27% | 12.92 ($14.55) 15.93 | $16.20 | 11.34% | New holding | 777,733 | 777,733 | |
ULCC | Frontier Group Holdings Inc | 2025-03-31 | Reduce Reduce | -1.94% | 4.34 ($7.44) 10.06 | $4.12 | -44.62% | Reduce -67.7% | 758,632 | -1,590,250 | |
MT | ArcelorMittal SA | 2025-03-31 | Sold Out Sold Out | -1.91% | 21.82 ($27.58) 33.93 | $32.47 | 17.73% | Sold Out | 0 | -481,258 | |
WNC | Wabash National Corp | 2025-03-31 | New Buy New Buy | +1.86% | 10.59 ($13.43) 17.28 | $9.69 | -27.85% | New holding | 771,324 | 771,324 | |
BG | Bunge Global SA | 2025-03-31 | Add Add | +1.82% | 69.07 ($74.85) 81.99 | $74.42 | -0.57% | Add 938.11% | 120,535 | 108,924 | |
LEA | Lear Corp | 2025-03-31 | Add Add | +1.58% | 87.96 ($94.88) 99.36 | $104.00 | 9.61% | Add 189.11% | 124,757 | 81,605 | |
JELD | JELD-WEN Holding Inc | 2025-03-31 | Add Add | +1.30% | 5.46 ($7.42) 9.88 | $4.20 | -43.40% | Add 258.13% | 1,377,024 | 992,518 |
TOWLE & CO Total Holding History ($B)
TOWLE & CO's Asset Allocation
TOWLE & CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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TOWLE & CO's Hypothetical Growth since 2025-03-31
TOWLE & CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TOWLE & CO's Holdings Heat Map
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TOWLE & CO's Holdings Bubble Chart
TOWLE & CO News
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