Towle & Co Buys AdvanSix Inc, Dell Technologies Inc, Manitowoc Co Inc, Sells American Airlines Group Inc, Tenneco Inc, Builders FirstSource Inc

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May 15, 2020
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St. Louis, MO, based Investment company Towle & Co (Current Portfolio) buys AdvanSix Inc, Dell Technologies Inc, Manitowoc Co Inc, Foot Locker Inc, HollyFrontier Corp, sells American Airlines Group Inc, Tenneco Inc, Builders FirstSource Inc, Renewable Energy Group Inc, Fiat Chrysler Automobiles NV during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Towle & Co. As of 2020Q1, Towle & Co owns 35 stocks with a total value of $411 million. These are the details of the buys and sells.

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
  1. Atlas Air Worldwide Holdings Inc (AAWW) - 1,305,456 shares, 8.14% of the total portfolio. Shares reduced by 20.62%
  2. Ally Financial Inc (ALLY) - 1,348,097 shares, 4.73% of the total portfolio. Shares reduced by 7.9%
  3. Meritor Inc (MTOR) - 1,437,577 shares, 4.63% of the total portfolio. Shares reduced by 32.24%
  4. Huntsman Corp (HUN) - 1,246,583 shares, 4.37% of the total portfolio. Shares reduced by 5.74%
  5. Beazer Homes USA Inc (BZH) - 2,522,243 shares, 3.95% of the total portfolio. Shares added by 15.46%
New Purchase: AdvanSix Inc (ASIX)

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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