§ 13F · FUND PROFILE
TOWLE & CO.
AUM · $295M (13F)Positions · 59Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$63M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MEI | METHODE ELECTRS INC | 646K | $12M | 4.1% | −10% |
| 2 | SNX | TD SYNNEX CORPORATION | 36K | $10M | 3.3% | −5% |
| 3 | COMP | COMPASS INC | 760K | $9M | 3.2% | +21% |
| 4 | ARW | ARROW ELECTRS INC | 43K | $9M | 3.1% | −4% |
| 5 | OSCR | OSCAR HEALTH INC | 309K | $9M | 3.0% | +11% |
| 6 | NSP | INSPERITY INC | 210K | $9M | 2.9% | +17% |
| 7 | MGA | MAGNA INTL INC | 122K | $8M | 2.7% | −6% |
| 8 | UNFI | UNITED NAT FOODS INC | 173K | $8M | 2.7% | −19% |
| 9 | GOLD | GOLD COM INC | 181K | $8M | 2.5% | −12% |
| 10 | BWA | BORGWARNER INC | 110K | $7M | 2.5% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOWLE SIGNAL
AC read
TOWLE & CO is a Other fund managing $295 million in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →