Holdings
Towle & Co
As of Jun 30, 2026, Towle & Co reported 40 positions worth US$260M. Largest: Methode Electronics, Inc., Td Synnex Corporation and Compass, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Methode Electronics, Inc. | 646K | US$12.2M | −73,242 | Jun 30, 2026 |
| Td Synnex Corporation | 36,053 | US$9.64M | −2,069 | Jun 30, 2026 |
| Compass, Inc. | 760K | US$9.37M | +133K | Jun 30, 2026 |
| Arrow Electronics, Inc. | 43,070 | US$9.19M | −1,893 | Jun 30, 2026 |
| Oscar Health, Inc. | 309K | US$8.8M | +30,108 | Jun 30, 2026 |
| Insperity, Inc. | 210K | US$8.68M | +30,361 | Jun 30, 2026 |
| Magna International Inc. | 122K | US$8.04M | −7,652 | Jun 30, 2026 |
| United Natural Foods, Inc. | 173K | US$7.92M | −39,782 | Jun 30, 2026 |
| Gold.com, Inc. | 181K | US$7.52M | −24,766 | Jun 30, 2026 |
| Borgwarner Inc. | 110K | US$7.3M | −27,482 | Jun 30, 2026 |