TOWLE & CO — 13F holdings

TOWLE & CO reported 59 holdings worth $295M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. MEI METHODE ELECTRS INC — $12.2M (4.1%)
2. SNX TD SYNNEX CORPORATION — $9.64M (3.3%)
3. COMP COMPASS INC — $9.37M (3.2%)
4. ARW ARROW ELECTRS INC — $9.19M (3.1%)
5. OSCR OSCAR HEALTH INC — $8.80M (3.0%)
6. NSP INSPERITY INC — $8.68M (2.9%)
7. MGA MAGNA INTL INC — $8.04M (2.7%)
8. UNFI UNITED NAT FOODS INC — $7.92M (2.7%)
9. GOLD A-MARK PRECIOUS METALS INC — $7.52M (2.5%)
10. BWA BORGWARNER INC — $7.30M (2.5%)