Jessica Kardos
Towle & Co
Assets Managed
$257.472M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
-31.94%(2Q avg: -18.24%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Towle & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.
Assets under management
The assets under management (AUM) of Towle & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 257.472M in assets, with a quarterly growth rate of -31.94% and a 2-quarter average growth rate of -18.24%. The portfolio is managed by Jessica Kardos, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PBF Pbf Energy Inc-class A
| 4.61% | $11.857M 248,995 shares@ $47.63 avg price | Decreased -35.63% |
PUMP Propetro Holding Corp
| 3.79% | $9.747M 676,403 shares@ $14.41 avg price | Decreased -37.05% |
UNFI United Natural Foods Inc
| 3.74% | $9.609M 213,241 shares@ $45.06 avg price | Decreased -37.24% |
AMRK A-mark Precious Metals Inc
| 3.2% | $8.238M 205,547 shares@ $40.09 avg price | Decreased -36.83% |
DLX Deluxe Corp
| 3.1% | $7.963M 289,155 shares@ $27.55 avg price | New Position |
ARCB Arcbest Corp
| 3.07% | $7.88M 80,114 shares@ $98.36 avg price | Decreased -37.36% |
AMR Alpha Metallurgical Resource
| 3.04% | $7.825M 38,121 shares@ $205.28 avg price | Decreased -37.09% |
LBRT Liberty Energy Inc
| 2.99% | $7.68M 266,651 shares@ $28.81 avg price | Decreased -54.05% |
BWA Borgwarner Inc
| 2.9% | $7.453M 137,353 shares@ $54.27 avg price | Decreased -38.61% |
PARR Par Pacific Holdings Inc
| 2.83% | $7.283M 116,263 shares@ $62.64 avg price | Decreased -57.58% |
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