0001085146-20-002216.txt : 20200813 0001085146-20-002216.hdr.sgml : 20200813 20200813173040 ACCESSION NUMBER: 0001085146-20-002216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOWLE & CO CENTRAL INDEX KEY: 0001224014 IRS NUMBER: 431238562 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10640 FILM NUMBER: 201100407 BUSINESS ADDRESS: STREET 1: 1610 DES PERES ROAD STREET 2: SUITE 250 CITY: ST. LOUIS STATE: MO ZIP: 63131 BUSINESS PHONE: 3148220204 MAIL ADDRESS: STREET 1: 1610 DES PERES ROAD STREET 2: SUITE 250 CITY: ST. LOUIS STATE: MO ZIP: 63131 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001224014 XXXXXXXX 06-30-2020 06-30-2020 false TOWLE & CO

1610 Des Peres Road Suite 250 St. Louis MO 63131

13F HOLDINGS REPORT 028-10640 N Matthew S. Hardin 724-935-6770 /s/ Matthew S. Hardin Pittsburgh PA 08-13-2020 0 29 534437 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AAR CORP COM 000361105 1759 85080 SH SOLE 57020 0 28060 HOLLYFRONTIER CORP COM 436106108 12887 441330 SH SOLE 294590 0 146740 RYERSON HLDG CORP COM 783754104 7525 1336543 SH SOLE 1335921 0 622 GOODYEAR TIRE & RUBR CO COM 382550101 21239 2374406 SH SOLE 1565516 0 808890 TRINSEO S A SHS L9340P101 22318 1007134 SH SOLE 669813 0 337321 DANA INCORPORATED COM 235825205 24554 2014290 SH SOLE 1339360 0 674930 FLUOR CORP NEW COM 343412102 20576 1703279 SH SOLE 1134774 0 568505 WHIRLPOOL CORP COM 963320106 21173 163461 SH SOLE 108241 0 55220 GREENBRIER COS INC COM 393657101 14008 615738 SH SOLE 402820 0 212918 M/I HOMES INC COM 55305B101 17224 500102 SH SOLE 331702 0 168400 ALLY FINL INC COM 02005N100 27285 1375957 SH SOLE 910687 0 465270 CELESTICA INC SUB VTG SHS 15101Q108 16054 2350570 SH SOLE 2349970 0 600 ALASKA AIR GROUP INC COM 011659109 9225 254420 SH SOLE 168930 0 85490 FLEX LTD ORD Y2573F102 16235 1583929 SH SOLE 1048889 0 535040 HOOKER FURNITURE CORP COM 439038100 15240 783530 SH SOLE 783530 0 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 28185 655016 SH SOLE 435826 0 219190 DELL TECHNOLOGIES INC CL C 24703L202 19094 347540 SH SOLE 229760 0 117780 DXC TECHNOLOGY CO COM 23355L106 21389 1296324 SH SOLE 860674 0 435650 WABASH NATL CORP COM 929566107 14925 1405330 SH SOLE 934570 0 470760 TAYLOR MORRISON HOME CORP COM 87724P106 27602 1430921 SH SOLE 944511 0 486410 ADVANSIX INC COM 00773T101 19491 1660230 SH SOLE 1106000 0 554230 ADIENT PLC ORD SHS G0084W101 21503 1309576 SH SOLE 856546 0 453030 FOOT LOCKER INC COM 344849104 18906 648350 SH SOLE 431780 0 216570 SONIC AUTOMOTIVE INC CL A 83545G102 18768 588140 SH SOLE 409900 0 178240 MERITOR INC COM 59001K100 23087 1166027 SH SOLE 773147 0 392880 HUNTSMAN CORP COM 447011107 22305 1241253 SH SOLE 824613 0 416640 MANITOWOC CO INC COM NEW 563571405 17093 1571030 SH SOLE 1047710 0 523320 GROUP 1 AUTOMOTIVE INC COM 398905109 16975 257320 SH SOLE 171890 0 85430 PBF ENERGY INC CL A 69318G106 17812 1739455 SH SOLE 1154934 0 584521