TOWLE & CO
Top Portfolio Positions
41 positions ·
$240,707,271 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PBF |
PBF Energy Inc.
Energy
|
248,995 | $11,857,141 | 4.93% |
| PUMP |
ProPetro Holding Corp.
Energy
|
676,403 | $9,746,967 | 4.05% |
| UNFI |
United Natural Foods Inc
Consumer Defensive
|
213,241 | $9,608,639 | 3.99% |
| GOLD |
Gold.com, Inc.
Financial Services
|
205,547 | $8,238,323 | 3.42% |
| DLX |
Deluxe Corp
Industrials
|
289,155 | $7,963,328 | 3.31% |
| ARCB |
Arcbest Corp /De/
Industrials
|
80,114 | $7,880,013 | 3.27% |
| AMR |
Alpha Metallurgical Resources, Inc.
Basic Materials
|
38,121 | $7,825,097 | 3.25% |
| LBRT |
Liberty Energy Inc.
Energy
|
266,651 | $7,679,548 | 3.19% |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
137,353 | $7,452,773 | 3.10% |
| PARR |
Par Pacific Holdings, Inc.
Energy
|
116,263 | $7,282,714 | 3.03% |
Holdings in LEA
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,795,372 | 56,123 | Shares | Sole | 2026-05-14 | |
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