TOWLE & CO is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $257M in reported equity holdings across 54 positions. The largest holdings are PBF (4.6%), PUMP (3.8%), UNFI (3.7%), AND.MU (3.2%), DLX (3.1%). The portfolio is concentrated in Other (85.2%), Energy (7.0%), Financial Services (3.7%). Data sourced from SEC EDGAR 13F filings (CIK 1224014).