account_balance
Investment manager · 13F filer · SEC CIK 1224014
Towle & Co
Reported value$294Mas of Sep 30, 2026
Positions68 19 new, 10 sold out
Top 10 weight25.4%ARW alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ARWArrow Electronics, Inc.
3.3%
MGAMagna International Inc
2.6%
FIVNFive9, Inc.
2.6%Trimmed −25%
GOLDGold.com, Inc.
2.6%
MEIMethode Electronics Inc
2.6%Trimmed −14%
PBFPBF Energy Inc.
2.4%Trimmed −28%
SNXTD SYNNEX Corp
2.4%Trimmed −24%
HOGHarley-Davidson, Inc.
2.3%
COMPCompass, Inc.
2.3%
BWABorgWarner Inc
2.2%
NSPInsperity, Inc.
2.2%Trimmed −34%
INGMIngram Micro Holding Corp
2.2%
ARWArrow Electronics, Inc.
3.3%
MGAMagna International Inc
2.6%
FIVNFive9, Inc.
2.6%
GOLDGold.com, Inc.
2.6%
MEIMethode Electronics Inc
2.6%−14%
PBFPBF Energy Inc.
2.4%−28%
SNXTD SYNNEX Corp
2.4%
HOGHarley-Davidson, Inc.
2.3%
COMPCompass, Inc.
2.3%
BWABorgWarner Inc
2.2%
NSPInsperity, Inc.
2.2%
INGMIngram Micro Holding Corp
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARW Arrow Electronics, Inc. 3.3% HeldMGA Magna International Inc 2.6% HeldFIVN Five9, Inc. 2.6% Trimmed −25%GOLD Gold.com, Inc. 2.6% HeldMEI Methode Electronics Inc 2.6% Trimmed −14%PBF PBF Energy Inc. 2.4% Trimmed −28%SNX TD SYNNEX Corp 2.4% Trimmed −24%HOG Harley-Davidson, Inc. 2.3% HeldCOMP Compass, Inc. 2.3% HeldBWA BorgWarner Inc 2.2% HeldNSP Insperity, Inc. 2.2% Trimmed −34%INGM Ingram Micro Holding Corp 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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