TOWLE & CO: 13F holdings
CIK 12240142026Q2
| Positions | 59 |
|---|
| Reported value | $295.1m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 59 (+5 vs prior quarter) |
|---|
| Reported value | $295.1m (+14.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MEI METHODE ELECTRS INC | 645,605 | $12.2m | 4.1% |
| SNX TD SYNNEX CORPORATION | 36,053 | $9.6m | 3.3% |
| COMP COMPASS INC | 759,747 | $9.4m | 3.2% |
| ARW ARROW ELECTRS INC | 43,070 | $9.2m | 3.1% |
| OSCR OSCAR HEALTH INC | 308,597 | $8.8m | 3.0% |
| NSP INSPERITY INC | 210,239 | $8.7m | 2.9% |
| MGA MAGNA INTL INC | 122,395 | $8.0m | 2.7% |
| UNFI UNITED NAT FOODS INC | 173,459 | $7.9m | 2.7% |
| GOLD GOLD COM INC | 180,781 | $7.5m | 2.5% |
| BWA BORGWARNER INC | 109,871 | $7.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1224014")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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