StockDriftsStockDriftsTop 50 Towle & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PBF | PBF ENERGY INC | 4.61% | 249.0K | $11.9M | -35.63%(-137.84K) | $31.05(+53.98%) | 2026-03-31 | |
| PUMP | PROPETRO HLDG CORP | 3.79% | 676.4K | $9.7M | -37.05%(-398.15K) | $8.39(+44.05%) | 2026-03-31 | |
| UNFI | UNITED NAT FOODS INC | 3.73% | 213.2K | $9.6M | -37.24%(-126.56K) | $24.10(+89.07%) | 2026-03-31 | |
| GOLD | GOLD COM INC | 3.2% | 205.5K | $8.2M | -36.83%(-119.85K) | $29.96(+46.83%) | 2026-03-31 | |
| DLX | DELUXE CORP MEDIUM TERM NTS | 3.09% | 289.2K | $8.0M | new | $24.94(-2.51%) | 2026-03-31 | |
| ARCB | ARCBEST CORP | 3.06% | 80.1K | $7.9M | -37.36%(-47.78K) | $73.91(+88.99%) | 2026-03-31 | |
| AMR | ALPHA METALLURGICAL RESOUR I | 3.04% | 38.1K | $7.8M | -37.10%(-22.48K) | $140.88(+13.57%) | 2026-03-31 | |
| LBRT | LIBERTY ENERGY INC | 2.98% | 266.7K | $7.7M | -54.05%(-313.69K) | $11.84(+100.85%) | 2026-03-31 | |
| BWA | BORGWARNER INC | 2.89% | 137.4K | $7.5M | -38.62%(-86.40K) | $37.82(+67.96%) | 2026-03-31 | |
| PARR | PAR PAC HOLDINGS INC | 2.83% | 116.3K | $7.3M | -57.59%(-157.87K) | $25.03(+133.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.90% | +12.15% |
| Top 20 Holdings Unweighted | +5.08% | +16.03% |
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