Towle & CO has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $390 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Par Pacific Holdings, Inc. with a value of $19.4M, Delek Us Holdings, Inc. with a value of $17.3M, Hf Sinclair Corp with a value of $13.9M, United Natural Foods Inc with a value of $13.7M, and Anywhere Real Estate Inc. with a value of $12.9M.

Examining the 13F form we can see an decrease of $29.6M in the current position value, from $420M to 390M.

Towle & CO is based out at Denver, CO

Below you can find more details about Towle & CO portfolio as well as his latest detailed transactions.

Portfolio value $390 Million
Consumer Cyclical: $95.2 Million
Energy: $81.1 Million
Industrials: $73.8 Million
Technology: $51.8 Million
Basic Materials: $30.4 Million
Real Estate: $23.8 Million
Consumer Defensive: $20.4 Million
Financial Services: $7.97 Million
Other: $5.99 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $390 Million
  • Prior Value $420 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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