0001085146-21-003362.txt : 20211115 0001085146-21-003362.hdr.sgml : 20211115 20211115163408 ACCESSION NUMBER: 0001085146-21-003362 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211411460 BUSINESS ADDRESS: STREET 1: 50 S. STEELE ST. STREET 2: SUITE 1000 CITY: DENVER STATE: CO ZIP: 80209 BUSINESS PHONE: 3148220204 MAIL ADDRESS: STREET 1: 50 S. STEELE ST. STREET 2: SUITE 1000 CITY: DENVER STATE: CO ZIP: 80209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001224014 XXXXXXXX 09-30-2021 09-30-2021 false TOWLE & CO

50 S. STEELE ST. SUITE 1000 Denver CO 80209

13F HOLDINGS REPORT 028-10640 N Christopher D. Towle 314-822-0204 /s/Christopher D. Towle Denver CO 11-15-2021 0 31 796978 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 39096 943204 SH SOLE 779504 0 163700 ALASKA AIR GROUP INC COM 011659109 10809 184446 SH SOLE 153436 0 31010 ALLY FINL INC COM 02005N100 51049 999981 SH SOLE 827041 0 172940 BEAZER HOMES USA INC COM NEW 07556Q881 26730 1549581 SH SOLE 1283281 0 266300 CELESTICA INC SUB VTG SHS 15101Q108 18941 2133006 SH SOLE 2133006 0 0 CVR ENERGY INC COM 12662P108 7482 449106 SH SOLE 366840 0 82266 DANA INC COM 235825205 32994 1483522 SH SOLE 1225922 0 257600 DELL TECHNOLOGIES INC CL C 24703L202 26199 251817 SH SOLE 208317 0 43500 DESIGNER BRANDS INC CL A 250565108 36484 2619069 SH SOLE 2158239 0 460830 DXC TECHNOLOGY CO COM 23355L106 41635 1238759 SH SOLE 1024579 0 214180 FLUOR CORP NEW COM 343412102 19804 1240048 SH SOLE 1025688 0 214360 FOOT LOCKER INC COM 344849104 29575 647712 SH SOLE 534472 0 113240 FTS INTERNATIONAL INC COM NEW CL A 30283W302 12214 496510 SH SOLE 496510 0 0 GREENBRIER COS INC COM 393657101 17601 409423 SH SOLE 338033 0 71390 HAWAIIAN HOLDINGS INC COM 419879101 29234 1349670 SH SOLE 1116640 0 233030 HOLLYFRONTIER CORP COM 436106108 37925 1144734 SH SOLE 945884 0 198850 HOOKER FURNISHINGS CORPORATI COM 439038100 17872 662179 SH SOLE 662179 0 0 LIBERTY OILFIELD SVCS INC COM CL A 53115L104 35843 2954900 SH SOLE 2447010 0 507890 M/I HOMES INC COM 55305B101 20880 361248 SH SOLE 299768 0 61480 MANITOWOC CO INC COM NEW 563571405 16456 768252 SH SOLE 634522 0 133730 MERITOR INC COM 59001K100 25664 1204339 SH SOLE 994108 0 210231 PACTIV EVERGREEN INC COM 69526K105 25392 2028130 SH SOLE 1676560 0 351570 PROPETRO HLDG CORP COM 74347M108 38697 4473620 SH SOLE 3704270 0 769350 RYERSON HLDG CORP COM 783754104 28031 1258669 SH SOLE 1258195 0 474 STERLING CONSTR INC COM 859241101 19022 839083 SH SOLE 839083 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 30754 1192930 SH SOLE 989550 0 203380 TENNECO INC CL A VTG COM STK 880349105 27643 1937138 SH SOLE 1601900 0 335238 U S XPRESS ENTERPRISES INC COM CL A 90338N202 14118 1635950 SH SOLE 1635950 0 0 UNITED NAT FOODS INC COM 911163103 21644 447010 SH SOLE 369530 0 77480 WABASH NATL CORP COM 929566107 22171 1465392 SH SOLE 1212712 0 252680 WHIRLPOOL CORP COM 963320106 15019 73674 SH SOLE 61184 0 12490