StockDriftsStockDriftsTop 50 Towle & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MEI | METHODE ELECTRS INC | 4.15% | 645.6K | $12.2M | -10.19%(-73.24K) | $7.95(+116.22%) | 2026-06-30 | |
| SNX | TD SYNNEX CORPORATION | 3.27% | 36.1K | $9.6M | -5.43%(-2.07K) | $150.88(+69.35%) | 2026-06-30 | |
| COMP | COMPASS INC | 3.17% | 759.7K | $9.4M | +21.30%(+133.41K) | $9.05(+35.86%) | 2026-06-30 | |
| ARW | ARROW ELECTRS INC | 3.11% | 43.1K | $9.2M | -4.21%(-1.89K) | $116.29(+77.60%) | 2026-06-30 | |
| OSCR | OSCAR HEALTH INC | 2.98% | 308.6K | $8.8M | +10.81%(+30.11K) | $13.58(+101.53%) | 2026-06-30 | |
| NSP | INSPERITY INC | 2.94% | 210.2K | $8.7M | +16.88%(+30.36K) | $33.10(+53.93%) | 2026-06-30 | |
| MGA | MAGNA INTL INC | 2.72% | 122.4K | $8.0M | -5.88%(-7.65K) | $48.19(+47.17%) | 2026-06-30 | |
| UNFI | UNITED NAT FOODS INC | 2.68% | 173.5K | $7.9M | -18.66%(-39.78K) | $24.10(+95.85%) | 2026-06-30 | |
| GOLD | GOLD COM INC | 2.55% | 180.8K | $7.5M | -12.05%(-24.77K) | $29.96(+43.47%) | 2026-06-30 | |
| BWA | BORGWARNER INC | 2.47% | 109.9K | $7.3M | -20.01%(-27.48K) | $37.82(+85.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.99% | +15.72% | +2.92% | +15.48% |
| Top 20 Holdings Unweighted | +6.66% | +21.33% | +4.41% | +24.11% |
Towle & CO reports $295.14M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are MEI (4.2%), SNX (3.3%) and COMP (3.2%). The top 20 holdings account for 52.92% of reported assets. Its disclosed equity book has returned +15.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Towle & CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1224014). View Towle & CO’s 13F filings on SEC