1y return+28.3%S&P 500 +20.9%
3y return+35.8%S&P 500 +68.5%
5y return+30.8%S&P 500 +74.5%
10y return+163.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $263 against $357 in the S&P 500.2
Towle & CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MEIMethode Electrs Inc | $12.2M | 4.1% | −10.2% |
| SNXTd Synnex Corporation | $9.6M | 3.3% | −5.4% |
| COMPCompass Inc | $9.4M | 3.2% | +21.3% |
| ARWArrow Electrs Inc | $9.2M | 3.1% | −4.2% |
| OSCROscar Health Inc | $8.8M | 3.0% | +10.8% |
| NSPInsperity Inc | $8.7M | 2.9% | +16.9% |
| MGAMagna Intl Inc | $8.0M | 2.7% | −5.9% |
| UNFIUnited Nat Foods Inc | $7.9M | 2.7% | −18.7% |
| GOLDGold Com Inc | $7.5M | 2.5% | −12.0% |
| BWABorgwarner Inc | $7.3M | 2.5% | −20.0% |
| SCHLScholastic Corp | $7.2M | 2.4% | New |
| LEALear Corp | $7.1M | 2.4% | −5.9% |
| MOHMolina Healthcare Inc | $7.1M | 2.4% | +11.1% |
| HOGHarley Davidson Inc | $6.8M | 2.3% | New |
| ARCBArcbest Corp | $6.7M | 2.3% | −41.7% |
| INGMIngram Micro Hldg Corp | $6.6M | 2.2% | New |
| LBRTLiberty Energy Inc | $6.5M | 2.2% | −6.5% |
| ATKRAtkore Inc | $6.5M | 2.2% | New |
| FIVNFive9 Inc | $6.5M | 2.2% | New |
| DLXDeluxe Corp Medium Term Nts | $6.5M | 2.2% | −6.1% |
| PARRPar Pac Holdings Inc | $6.1M | 2.1% | −6.1% |
| CLFCleveland-cliffs Inc New | $6.1M | 2.1% | New |
| PUMPPropetro Hldg Corp | $6.0M | 2.0% | −37.7% |
| IMKTAIngles Mkts Inc | $6.0M | 2.0% | −3.6% |
| FLRFluor Corp | $5.9M | 2.0% | −6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RYZRyerson Hldg Corp | June 30, 2020 | +337.1% | $5.8M |
| OSCROscar Health Inc | March 31, 2026 | +148.6% | $8.8M |
| LBRTLiberty Energy Inc | March 31, 2021 | +132.0% | $6.5M |
| PARRPar Pac Holdings Inc | June 30, 2023 | +110.7% | $6.1M |
| BWABorgwarner Inc | June 30, 2025 | +98.3% | $7.3M |
| ARCBArcbest Corp | June 30, 2025 | +86.4% | $6.7M |
| MOHMolina Healthcare Inc | March 31, 2026 | +71.6% | $7.1M |
| COMPCompass Inc | March 31, 2026 | +68.7% | $9.4M |
| SNXTd Synnex Corporation | September 30, 2025 | +63.3% | $9.6M |
| MGAMagna Intl Inc | June 30, 2024 | +56.7% | $8.0M |
Sold off last quarter
- HOVHovnanian Enterprises Inc was $6.8M
- OSKOshkosh Corp was $6.7M
- BTUPeabody Engr Corp was $6.5M
- Leggett & Platt IncCUSIP 524660107 was $6.0M
- BXCBluelinx Hldgs Inc was $5.7M
- SCLStepan Co was $5.3M
- WNCWabash Natl Corp was $5.3M
- Adient PLCCUSIP G0084W101 was $5.2M
- HCSGHealthcare Svcs Group Inc was $4.0M
- BLMNBloomin Brands Inc was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | +8.5% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +2.9% | +7.8% |
| June 30, 2025 | +10.5% | +10.5% |
| March 31, 2025 | −15.2% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | −1.0% | +5.4% |
| June 30, 2024 | −11.5% | +4.0% |
| March 31, 2024 | +3.9% | +10.0% |
| December 31, 2023 | +19.8% | +11.2% |
| September 30, 2023 | +3.1% | −3.6% |
| June 30, 2023 | +0.1% | +8.3% |
| March 31, 2023 | +2.2% | +7.0% |
| December 31, 2022 | +14.4% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | +2.2% | −4.9% |
| December 31, 2021 | +2.4% | +10.7% |
| September 30, 2021 | −4.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Towle & Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1224014&type=13F-HR&dateb=&owner=include&count=40CIK 1224014
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1224014/000122401426000006/Filed August 11, 2026 · accession 0001224014-26-000006