Towle &
Towle & reported 59 stocks worth $295M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MEI (4.2%), SNX (3.3%) and COMP (3.2%). Compared with Q1 2026, the fund opened new positions in SCHL, HOG and INGM, added to COMP, OSCR and NSP, trimmed MEI, SNX and ARW and sold out of HOV, OSK and BTU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MEI Methode Electrs Inc | $12.2M | 4.2% | 646K | −73K (−10%) | 5 of 8 | |
| 2 |  SNX TD Synnex Corporation | $9.6M | 3.3% | 36K | −2,069 (−5%) | 4 of 8 | |
| 3 |  COMP Compass Inc | $9.4M | 3.2% | 760K | +133K (+21%) | 2 of 8 | |
| 4 |  ARW Arrow Electrs Inc | $9.2M | 3.1% | 43K | −1,893 (−4%) | 7 of 8 | |
| 5 |  OSCR Oscar Health Inc | $8.8M | 3.0% | 309K | +30K (+11%) | 2 of 8 | |
| 6 |  NSP Insperity Inc | $8.7M | 2.9% | 210K | +30K (+17%) | 2 of 8 | |
| 7 |  MGA Magna Intl Inc | $8M | 2.7% | 122K | −7,652 (−6%) | 8 of 8 | |
| 8 |  UNFI United Nat Foods Inc | $7.9M | 2.7% | 173K | −40K (−19%) | 6 of 8 | |
| 9 |  GOLD A-Mark Precious Metals Inc | $7.5M | 2.5% | 181K | −25K (−12%) | 3 of 8 | |
| 10 |  BWA Borgwarner Inc | $7.3M | 2.5% | 110K | −27K (−20%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HOV Hovnanian Enterprises Inc | $6.8M | 62K |
 OSK Oshkosh Corp | $6.7M | 46K |
 BTU Peabody Energy Corp | $6.5M | 199K |
LEGGETT & PLATT INC | $6M | 603K |
 BXC Bluelinx Hldgs Inc | $5.7M | 105K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Towle & 13F FAQ
What does Towle & own?
Towle & reported 59 stocks worth $295M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are MEI (4.2%), SNX (3.3%) and COMP (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Towle & buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 18 added to, 26 trimmed and 10 sold out. New positions include SCHL, HOG and INGM. It sold all of HOV, OSK and BTU.
When will Towle & file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Towle &'s portfolio worth?
The Q2 2026 filing reports $295M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.