- New Purchases: ASIX, DELL, MTW, FL, HFC, WNC, GPS, SAH, GBX, AIR,
- Added Positions: DXC, PBF, DBI, BZH, TCS, WHR,
- Reduced Positions: FCAU, MTOR, FLEX, GPI, AAWW, MHO, ADNT, USX, RYI, ALLY, FLR, TSE, GT, HUN, DAN, CLS, HOFT, TMHC, SHLO,
- Sold Out: AAL, TEN, BLDR, REGI, IWN,
For the details of TOWLE & CO's stock buys and sells, go to https://www.gurufocus.com/guru/towle+%26+co/current-portfolio/portfolio
These are the top 5 holdings of TOWLE & CO- Atlas Air Worldwide Holdings Inc (AAWW) - 1,305,456 shares, 8.14% of the total portfolio. Shares reduced by 20.62%
- Ally Financial Inc (ALLY) - 1,348,097 shares, 4.73% of the total portfolio. Shares reduced by 7.9%
- Meritor Inc (MTOR) - 1,437,577 shares, 4.63% of the total portfolio. Shares reduced by 32.24%
- Huntsman Corp (HUN) - 1,246,583 shares, 4.37% of the total portfolio. Shares reduced by 5.74%
- Beazer Homes USA Inc (BZH) - 2,522,243 shares, 3.95% of the total portfolio. Shares added by 15.46%
Towle & Co initiated holding in AdvanSix Inc. The purchase prices were between $8.51 and $20, with an estimated average price of $15.66. The stock is now traded at around $10.65. The impact to a portfolio due to this purchase was 3.27%. The holding were 1,409,900 shares as of .
New Purchase: Dell Technologies Inc (DELL)Towle & Co initiated holding in Dell Technologies Inc. The purchase prices were between $28.87 and $53.34, with an estimated average price of $45.79. The stock is now traded at around $41.99. The impact to a portfolio due to this purchase was 3.24%. The holding were 336,900 shares as of .
New Purchase: Manitowoc Co Inc (MTW)Towle & Co initiated holding in Manitowoc Co Inc. The purchase prices were between $7.88 and $17.5, with an estimated average price of $13.16. The stock is now traded at around $8.14. The impact to a portfolio due to this purchase was 3.18%. The holding were 1,540,540 shares as of .
New Purchase: Foot Locker Inc (FL)Towle & Co initiated holding in Foot Locker Inc. The purchase prices were between $18.22 and $41.46, with an estimated average price of $34.25. The stock is now traded at around $25.08. The impact to a portfolio due to this purchase was 2.72%. The holding were 506,730 shares as of .
New Purchase: HollyFrontier Corp (HFC)Towle & Co initiated holding in HollyFrontier Corp. The purchase prices were between $18.66 and $51.39, with an estimated average price of $37.79. The stock is now traded at around $27.34. The impact to a portfolio due to this purchase was 2.58%. The holding were 433,510 shares as of .
New Purchase: Wabash National Corp (WNC)Towle & Co initiated holding in Wabash National Corp. The purchase prices were between $7.04 and $14.69, with an estimated average price of $11.31. The stock is now traded at around $7.72. The impact to a portfolio due to this purchase was 2.47%. The holding were 1,408,500 shares as of .
Added: DXC Technology Co (DXC)Towle & Co added to a holding in DXC Technology Co by 113.73%. The purchase prices were between $9.31 and $37.59, with an estimated average price of $26.83. The stock is now traded at around $15.16. The impact to a portfolio due to this purchase was 1.83%. The holding were 1,083,864 shares as of .
Added: PBF Energy Inc (PBF)Towle & Co added to a holding in PBF Energy Inc by 42.17%. The purchase prices were between $5.91 and $33.56, with an estimated average price of $22.81. The stock is now traded at around $9.37. The impact to a portfolio due to this purchase was 0.87%. The holding were 1,714,554 shares as of .
Added: Designer Brands Inc (DBI)Towle & Co added to a holding in Designer Brands Inc by 41.81%. The purchase prices were between $3.17 and $16.61, with an estimated average price of $13.07. The stock is now traded at around $4.95. The impact to a portfolio due to this purchase was 0.77%. The holding were 2,157,740 shares as of .
Added: The Container Store Group Inc (TCS)Towle & Co added to a holding in The Container Store Group Inc by 102.32%. The purchase prices were between $2 and $4.76, with an estimated average price of $3.73. The stock is now traded at around $2.02. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,659,960 shares as of .
Sold Out: American Airlines Group Inc (AAL)Towle & Co sold out a holding in American Airlines Group Inc. The sale prices were between $10.25 and $30.47, with an estimated average price of $23.07.
Sold Out: Tenneco Inc (TEN)Towle & Co sold out a holding in Tenneco Inc. The sale prices were between $2.69 and $13.86, with an estimated average price of $8.54.
Sold Out: Builders FirstSource Inc (BLDR)Towle & Co sold out a holding in Builders FirstSource Inc. The sale prices were between $10.65 and $28.18, with an estimated average price of $22.77.
Sold Out: Renewable Energy Group Inc (REGI)Towle & Co sold out a holding in Renewable Energy Group Inc. The sale prices were between $17.16 and $30.86, with an estimated average price of $25.39.
Sold Out: iShares Russell 2000 Value (IWN)Towle & Co sold out a holding in iShares Russell 2000 Value. The sale prices were between $71.38 and $128.75, with an estimated average price of $111.58.
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