13F COMBINATION REPORT
TOWLE & CO
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001224014-26-000002
Total Value
$378.3M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANYWHERE REAL ESTATE INC | 75605Y106 | 1,135,724 | $16.1M | 4.25% |
| 2 | ALPHA METALLURGICAL RESOUR I | 020764106 | 60,601 | $12.1M | 3.20% |
| 3 | UNITED NAT FOODS INC | UNTCW | 339,796 | $11.4M | 3.02% |
| 4 | GOLD COM INC | GOLD | 325,397 | $11.1M | 2.93% |
| 5 | MAGNA INTL INC | 559222401 | 202,374 | $10.8M | 2.85% |
| 6 | LIBERTY ENERGY INC | LBRT | 580,336 | $10.7M | 2.83% |
| 7 | PBF ENERGY INC | PBF | 386,834 | $10.5M | 2.77% |
| 8 | LEGGETT & PLATT INC | LEG | 953,080 | $10.5M | 2.77% |
| 9 | CUSHMAN AND WAKEFIELD LTD | G2717C106 | 640,822 | $10.4M | 2.74% |
| 10 | ZUMIEZ INC | ZUMZ | 394,558 | $10.3M | 2.72% |
| 11 | BLUELINX HLDGS INC | BXC | 167,196 | $10.3M | 2.71% |
| 12 | PROPETRO HLDG CORP | PUMP | 1,074,554 | $10.2M | 2.70% |
| 13 | AUTONATION INC | AN | 49,335 | $10.2M | 2.69% |
| 14 | BORGWARNER INC | BWA | 223,757 | $10.1M | 2.67% |
| 15 | LEAR CORP | LEA | 87,815 | $10.1M | 2.66% |
| 16 | LYFT INC | LYFT | 512,994 | $9.9M | 2.63% |
| 17 | RYERSON HLDG CORP | RYZ | 392,634 | $9.9M | 2.61% |
| 18 | HOVNANIAN ENTERPRISES INC | HOVVB | 99,402 | $9.7M | 2.56% |
| 19 | PAR PAC HOLDINGS INC | PARR | 274,134 | $9.6M | 2.55% |
| 20 | ARCBEST CORP | ARCB | 127,899 | $9.5M | 2.51% |
| 21 | METALLUS INC | MTUS | 549,389 | $9.4M | 2.49% |
| 22 | PEABODY ENERGY CORP | BTU | 314,195 | $9.3M | 2.47% |
| 23 | OSHKOSH CORP | OSK | 73,618 | $9.2M | 2.44% |
| 24 | TD SYNNEX CORPORATION | SNX | 61,109 | $9.2M | 2.43% |
| 25 | FOX FACTORY HLDG CORP | FOXF | 524,074 | $9.0M | 2.37% |
| 26 | SANMINA CORPORATION | SANM | 58,546 | $8.8M | 2.32% |
| 27 | SONIC AUTOMOTIVE INC | SAH | 141,087 | $8.7M | 2.31% |
| 28 | ALLY FINL INC | 02005N100 | 192,311 | $8.7M | 2.30% |
| 29 | WABASH NATL CORP | 929566107 | 978,330 | $8.5M | 2.24% |
| 30 | ADIENT PLC | ADNT | 425,168 | $8.2M | 2.15% |
| 31 | BLOOMIN BRANDS INC | BLMN | 1,317,776 | $8.1M | 2.15% |
| 32 | METHODE ELECTRS INC | 591520200 | 1,158,777 | $7.7M | 2.03% |
| 33 | BUNGE GLOBAL SA | BG | 84,549 | $7.5M | 1.99% |
| 34 | FLUOR CORP NEW | FLR | 188,599 | $7.5M | 1.98% |
| 35 | TITAN INTL INC ILL | KMCM | 946,940 | $7.4M | 1.96% |
| 36 | HEALTHCARE SVCS GROUP INC | 421906108 | 386,812 | $7.4M | 1.95% |
| 37 | ALASKA AIR GROUP INC | ALK | 132,291 | $6.7M | 1.76% |
| 38 | CLEARWATER PAPER CORP | CLW | 349,661 | $6.1M | 1.61% |
| 39 | WEBSTER FINL CORP | 947890109 | 63,290 | $4.0M | 1.05% |
| 40 | PROSPERITY BANCSHARES INC | PB | 57,087 | $3.9M | 1.04% |
| 41 | FIRST BUSEY CORP | BUSEP | 160,015 | $3.8M | 1.01% |
| 42 | EASTERN BANKSHARES INC | EBC | 200,820 | $3.7M | 0.98% |
| 43 | SEABOARD CORP DEL | SE | 286 | $1.3M | 0.34% |
| 44 | TERNIUM SA | TX | 24,794 | $946,883 | 0.25% |