Towle & Co Top Holdings and 13F Report (2026) About Towle & CoInvestment ActivityTowle & Co has $257.47 million in total holdings as of March 31, 2026.Towle & Co owns shares of 54 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 26.86% of the portfolio was purchased this quarter.About 90.01% of the portfolio was sold this quarter.This quarter, Towle & Co has purchased 44 new stocks and bought additional shares in 0 stocks.Towle & Co sold shares of 30 stocks and completely divested from 14 stocks this quarter.Largest Holdings PBF Energy $11,857,142ProPetro $9,746,967United Natural Foods $9,608,639A-Mark Precious Metals $8,238,324Deluxe $7,963,329 Largest New Holdings this Quarter 248019101 - Deluxe $7,963,329 Holding042735100 - Arrow Electronics $6,448,144 Holding457030104 - Ingles Markets $6,332,750 Holding62955J103 - NOV $6,252,839 Holding858586100 - Stepan $5,294,881 Holding Largest Purchases this Quarter Deluxe 289,155 shares (about $7.96M)Arrow Electronics 44,963 shares (about $6.45M)Ingles Markets 70,450 shares (about $6.33M)NOV 332,421 shares (about $6.25M)Stepan 105,940 shares (about $5.29M) Largest Sales this Quarter Par Pacific 157,871 shares (about $9.89M)Liberty Energy 313,685 shares (about $9.03M)PBF Energy 137,839 shares (about $6.56M)ProPetro 398,151 shares (about $5.74M)United Natural Foods 126,555 shares (about $5.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTowle & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPBFPBF Energy$11,857,142$6,563,893 â–¼-35.6%248,9954.6%EnergyPUMPProPetro$9,746,967$5,737,356 â–¼-37.1%676,4033.8%EnergyUNFIUnited Natural Foods$9,608,639$5,702,568 â–¼-37.2%213,2413.7%Consumer StaplesAMRKA-Mark Precious Metals$8,238,324$4,803,588 â–¼-36.8%205,5473.2%Consumer DiscretionaryDLXDeluxe$7,963,329$7,963,329 â–²New Holding289,1553.1%Business ServicesARCBArcBest$7,880,013$4,700,133 â–¼-37.4%80,1143.1%TransportationAMRAlpha Metallurgical Resources$7,825,098$4,614,470 â–¼-37.1%38,1213.0%Basic MaterialsLBRTLiberty Energy$7,679,549$9,034,128 â–¼-54.1%266,6513.0%EnergyBWABorgWarner$7,452,774$4,688,281 â–¼-38.6%137,3532.9%Auto/Tires/TrucksPARRPar Pacific$7,282,714$9,889,039 â–¼-57.6%116,2632.8%EnergyMGAMagna International$7,257,923$4,036,570 â–¼-35.7%130,0472.8%Auto/Tires/TrucksBUNGE GLOBAL SA$6,837,636$3,916,997 â–¼-36.4%53,7552.7%COM SHSHOVHovnanian Enterprises$6,829,949$4,194,727 â–¼-38.0%61,5812.7%ConstructionLEALear$6,795,373$3,837,267 â–¼-36.1%56,1232.6%Auto/Tires/TrucksOSKOshkosh$6,723,964$4,113,342 â–¼-38.0%45,6762.6%Auto/Tires/TrucksBTUPeabody Energy$6,542,783$3,809,943 â–¼-36.8%198,5672.5%EnergyARWArrow Electronics$6,448,144$6,448,144 â–²New Holding44,9632.5%Computer and TechnologySNXTD SYNNEX$6,431,563$3,878,137 â–¼-37.6%38,1222.5%Computer and TechnologyIMKTAIngles Markets$6,332,750$6,332,750 â–²New Holding70,4502.5%Retail/WholesaleNOVNOV$6,252,839$6,252,839 â–²New Holding332,4212.4%EnergyLEGLeggett & Platt$5,953,609$3,462,821 â–¼-36.8%602,5922.3%Consumer DiscretionaryFLRFluor$5,678,611$3,119,532 â–¼-35.5%121,7282.2%ConstructionBXCBlueLinx$5,666,524$3,392,156 â–¼-37.4%104,5872.2%ConstructionRYIRyerson$5,646,751$3,179,661 â–¼-36.0%251,1902.2%IndustrialsFOXFFox Factory$5,457,807$3,168,451 â–¼-36.7%331,5802.1%Auto/Tires/TrucksZUMZZumiez$5,308,605$3,434,800 â–¼-39.3%239,5582.1%Retail/WholesaleSCLStepan$5,294,881$5,294,881 â–²New Holding105,9402.1%Basic MaterialsWNCWabash National$5,290,241$3,142,964 â–¼-37.3%613,7172.1%Auto/Tires/TrucksADNTAdient$5,216,282$3,376,364 â–¼-39.3%258,1042.0%Auto/Tires/TrucksNSPInsperity$4,863,901$4,863,901 â–²New Holding179,8781.9%Business ServicesCOMPCompass$4,578,509$4,578,509 â–²New Holding626,3351.8%Computer and TechnologyHCSGHealthcare Services Group$4,009,360$3,166,003 â–¼-44.1%216,1381.6%Business ServicesMEIMethode Electronics$3,968,035$2,428,413 â–¼-38.0%718,8471.5%Computer and TechnologyMOHMolina Healthcare$3,713,338$3,713,338 â–²New Holding27,8571.4%MedicalCFFNCapitol Federal Financial$3,395,591$3,395,591 â–²New Holding476,2401.3%FinanceBUSEFirst Busey$3,234,029$809,550 â–¼-20.0%127,9791.3%FinanceOSCROscar Health$3,194,269$3,194,269 â–²New Holding278,4891.2%FinanceEBCEastern Bankshares$3,134,686$793,354 â–¼-20.2%160,2601.2%FinancePBProsperity Bancshares$3,053,936$781,169 â–¼-20.4%45,4591.2%FinanceEPSWisdomTree U.S. LargeCap Fund$2,643,077$2,643,077 â–²New Holding38,8061.0%FinanceBNDVanguard Total Bond Market ETF$2,260,085$2,260,085 â–²New Holding30,6910.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,115,150$2,115,150 â–²New Holding11,0210.8%ETFBLMNBloomin' Brands$1,716,449$5,399,540 â–¼-75.9%317,8610.7%Retail/WholesaleIVLUiShares MSCI Intl Value Factor ETF$1,613,428$1,613,428 â–²New Holding40,6610.6%ETFEA SERIES TRUST$1,598,426$1,598,426 â–²New Holding57,6350.6%TOWLE VALUE ETFDLSWisdomTree International SmallCap Dividend Fund$1,422,664$1,422,664 â–²New Holding17,4560.6%FinanceJPIEJPMorgan Income ETF$1,377,309$1,377,309 â–²New Holding29,8960.5%ETFIPKWInvesco International BuyBack Achievers ETF$1,151,241$1,151,241 â–²New Holding20,4620.4%ManufacturingAVLVAvantis U.S. Large Cap Value ETF$852,209$852,209 â–²New Holding10,5720.3%ETFBNDXVanguard Total International Bond ETF$683,415$683,415 â–²New Holding14,2230.3%ETFCAPITAL GROUP NEW GEOGRAPHY$459,154$459,154 â–²New Holding14,5440.2%SHSASIXAdvanSix$344,406$344,406 â–²New Holding14,1150.1%Basic MaterialsETF OPPORTUNITIES TRUST$297,424$297,424 â–²New Holding15,0290.1%BROOKMONT CATASTDBMFiMGP DBi Managed Futures Strategy ETF$290,767$290,767 â–²New Holding9,6440.1%ETFHOUSAnywhere Real Estate$0$16,081,852 â–¼-100.0%00.0%FinanceCUSHMAN AND WAKEFIELD LTD$0$10,374,908 â–¼-100.0%00.0%COMMON SHARESANAutoNation$0$10,186,691 â–¼-100.0%00.0%Retail/WholesaleLYFTLyft$0$9,936,694 â–¼-100.0%00.0%Computer and TechnologyMETALLUS INC$0$9,427,515 â–¼-100.0%00.0%COMSANMSanmina$0$8,785,998 â–¼-100.0%00.0%Computer and TechnologySAHSonic Automotive$0$8,727,642 â–¼-100.0%00.0%Retail/WholesaleALLYAlly Financial$0$8,709,765 â–¼-100.0%00.0%FinanceTWITitan International$0$7,414,540 â–¼-100.0%00.0%IndustrialsALKAlaska Air Group$0$6,654,237 â–¼-100.0%00.0%TransportationCLWClearwater Paper$0$6,084,101 â–¼-100.0%00.0%Basic MaterialsWBSWebster Financial$0$3,983,473 â–¼-100.0%00.0%FinanceSEBSeaboard$0$1,271,219 â–¼-100.0%00.0%Consumer StaplesTXTernium$0$946,883 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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