13F COMBINATION REPORT
TOWLE & CO
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001224014-25-000006
Total Value
$396.4M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAR PAC HOLDINGS INC | PARR | 548,683 | $19.4M | 4.90% |
| 2 | DELEK US HLDGS INC NEW | DK | 536,133 | $17.3M | 4.37% |
| 3 | HF SINCLAIR CORP | DINO | 264,829 | $13.9M | 3.50% |
| 4 | UNITED NAT FOODS INC | UNTCW | 364,818 | $13.7M | 3.46% |
| 5 | ANYWHERE REAL ESTATE INC | 75605Y106 | 1,214,429 | $12.9M | 3.24% |
| 6 | LYFT INC | LYFT | 546,294 | $12.0M | 3.03% |
| 7 | AUTONATION INC | AN | 51,996 | $11.4M | 2.87% |
| 8 | SONIC AUTOMOTIVE INC | SAH | 148,905 | $11.3M | 2.86% |
| 9 | CUSHMAN WAKEFIELD PLC | CWK | 689,055 | $11.0M | 2.77% |
| 10 | ADIENT PLC | ADNT | 443,422 | $10.7M | 2.69% |
| 11 | SOUTHWEST AIRLS CO | 844741108 | 331,752 | $10.6M | 2.67% |
| 12 | ALPHA METALLURGICAL RESOUR I | 020764106 | 63,789 | $10.5M | 2.64% |
| 13 | MAGNA INTL INC | 559222401 | 218,081 | $10.3M | 2.61% |
| 14 | BORGWARNER INC | BWA | 234,487 | $10.3M | 2.60% |
| 15 | PBF ENERGY INC | PBF | 327,550 | $9.9M | 2.49% |
| 16 | ARCBEST CORP | ARCB | 136,792 | $9.6M | 2.41% |
| 17 | ARROW ELECTRS INC | 042735100 | 77,387 | $9.4M | 2.36% |
| 18 | METALLUS INC | MTUS | 530,753 | $8.8M | 2.21% |
| 19 | RYERSON HLDG CORP | RYZ | 374,431 | $8.6M | 2.16% |
| 20 | WORLD KINECT CORPORATION | WKC | 329,213 | $8.5M | 2.16% |
| 21 | LEAR CORP | LEA | 84,821 | $8.5M | 2.15% |
| 22 | ASBURY AUTOMOTIVE GROUP INC | ABG | 34,636 | $8.5M | 2.14% |
| 23 | HOVNANIAN ENTERPRISES INC | HOVVB | 65,721 | $8.4M | 2.13% |
| 24 | TD SYNNEX CORPORATION | SNX | 51,410 | $8.4M | 2.12% |
| 25 | MYR GROUP INC DEL | MYRG | 39,966 | $8.3M | 2.10% |
| 26 | ZUMIEZ INC | ZUMZ | 412,501 | $8.1M | 2.04% |
| 27 | ALLY FINL INC | 02005N100 | 203,337 | $8.0M | 2.01% |
| 28 | WABASH NATL CORP | 929566107 | 792,813 | $7.8M | 1.97% |
| 29 | METHODE ELECTRS INC | 591520200 | 1,033,223 | $7.8M | 1.97% |
| 30 | TITAN INTL INC ILL | KMCM | 1,012,341 | $7.7M | 1.93% |
| 31 | CLEARWATER PAPER CORP | CLW | 366,798 | $7.6M | 1.92% |
| 32 | LIBERTY ENERGY INC | LBRT | 609,655 | $7.5M | 1.90% |
| 33 | BUNGE GLOBAL SA | BG | 90,837 | $7.4M | 1.86% |
| 34 | SANMINA CORPORATION | SANM | 62,723 | $7.2M | 1.82% |
| 35 | OSHKOSH CORP | OSK | 54,966 | $7.1M | 1.80% |
| 36 | ALASKA AIR GROUP INC | ALK | 140,002 | $7.0M | 1.76% |
| 37 | DXC TECHNOLOGY CO | DXC | 509,041 | $6.9M | 1.75% |
| 38 | BLOOMIN BRANDS INC | BLMN | 921,443 | $6.6M | 1.67% |
| 39 | OWENS & MINOR INC NEW | 690732102 | 1,247,959 | $6.0M | 1.51% |
| 40 | ALBERTSONS COS INC | 013091103 | 339,227 | $5.9M | 1.50% |
| 41 | PROPETRO HLDG CORP | PUMP | 1,129,914 | $5.9M | 1.49% |
| 42 | BLUELINX HLDGS INC | BXC | 78,186 | $5.7M | 1.44% |
| 43 | SEABOARD CORP DEL | SE | 286 | $1.0M | 0.26% |
| 44 | BEST BUY INC | BBY | 11,642 | $880,368 | 0.22% |
| 45 | TERNIUM SA | TX | 24,794 | $861,096 | 0.22% |
| 46 | INGLES MKTS INC | 457030104 | 10,656 | $741,231 | 0.19% |
| 47 | MANPOWERGROUP INC WIS | MAN | 11,426 | $433,045 | 0.11% |