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Disclosed positions
TOWLE & CO: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- METHODE ELECTRS INC
- Ticker
- MEI
- Class
- COM
- Reported value
- $12,247,127
- Reported amount
- 645,605
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001224014-26-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| METHODE ELECTRS INC | MEI | COM | $12,247,127 | 645,605 | SH | None |
| TD SYNNEX CORPORATION | SNX | COM | $9,638,409 | 36,053 | SH | None |
| COMPASS INC | COMP | CL A | $9,367,681 | 759,747 | SH | None |
| ARROW ELECTRS INC | ARW | COM | $9,191,569 | 43,070 | SH | None |
| OSCAR HEALTH INC | OSCR | CL A | $8,801,186 | 308,597 | SH | None |
| INSPERITY INC | NSP | COM | $8,684,973 | 210,239 | SH | None |
| MAGNA INTL INC | MGA | COM | $8,036,456 | 122,395 | SH | None |
| UNITED NAT FOODS INC | UNFI | COM | $7,921,873 | 173,459 | SH | None |
| GOLD COM INC | GOLD | COM | $7,522,297 | 180,781 | SH | None |
| BORGWARNER INC | BWA | COM | $7,295,434 | 109,871 | SH | None |
| SCHOLASTIC CORP | SCHL | COM | $7,228,026 | 157,131 | SH | None |
| LEAR CORP | LEA | COM NEW | $7,076,223 | 52,784 | SH | None |
| MOLINA HEALTHCARE INC | MOH | COM | $7,075,978 | 30,940 | SH | None |
| HARLEY DAVIDSON INC | HOG | COM | $6,820,940 | 278,861 | SH | None |
| ARCBEST CORP | ARCB | COM | $6,699,873 | 46,676 | SH | None |
| INGRAM MICRO HLDG CORP | INGM | COM | $6,567,345 | 239,422 | SH | None |
| LIBERTY ENERGY INC | LBRT | COM CL A | $6,528,669 | 249,281 | SH | None |
| ATKORE INC | ATKR | COM | $6,523,700 | 85,793 | SH | None |
| FIVE9 INC | FIVN | COM | $6,494,562 | 304,623 | SH | None |
| DELUXE CORP MEDIUM TERM NTS | DLX | COM | $6,480,960 | 271,397 | SH | None |
| PAR PAC HOLDINGS INC | PARR | COM NEW | $6,122,983 | 109,183 | SH | None |
| CLEVELAND-CLIFFS INC NEW | CLF | COM | $6,090,617 | 648,628 | SH | None |
| PROPETRO HLDG CORP | PUMP | COM | $6,045,213 | 421,563 | SH | None |
| INGLES MKTS INC | IMKTA | CL A | $6,015,645 | 67,912 | SH | None |
| FLUOR CORP | FLR | COM | $5,939,559 | 113,372 | SH | None |
| ALPHA METALLURGICAL RESOUR I | AMR | COM | $5,937,180 | 35,996 | SH | None |
| NOV INC | NOV | COM | $5,844,029 | 315,042 | SH | None |
| PBF ENERGY INC | PBF | CL A | $5,810,674 | 127,651 | SH | None |
| RYERSON HLDG CORP | RYZ | COM | $5,772,842 | 234,573 | SH | None |
| ARTISAN PARTNERS ASSET MGMT | APAM | CL A | $5,768,582 | 167,060 | SH | None |
| ASTRANA HEALTH INC | ASTH | COM NEW | $5,702,072 | 122,863 | SH | None |
| PROGYNY INC | PGNY | COM | $5,639,004 | 195,595 | SH | None |
| BUNGE GLOBAL SA | BG | COM SHS | $5,412,812 | 50,715 | SH | None |
| FOX FACTORY HLDG CORP | FOXF | COM | $5,272,081 | 311,129 | SH | None |
| PVH CORPORATION | PVH | COM | $5,259,539 | 70,826 | SH | None |
| ADVANSIX INC | ASIX | COM | $4,951,929 | 249,091 | SH | None |
| WISDOMTREE TR | EPS | US LARGECAP FUND | $4,816,446 | 61,916 | SH | None |
| ZUMIEZ INC | ZUMZ | COM | $4,000,675 | 224,757 | SH | None |
| CAPITOL FED FINL INC | CFFN | COM | $3,811,552 | 447,891 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $3,711,347 | 17,443 | SH | None |
| FIRST BUSEY CORP | BUSE | COM NEW | $3,545,546 | 120,188 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,447,187 | 46,958 | SH | None |
| EASTERN BANKSHARES INC | EBC | COM | $3,347,676 | 150,525 | SH | None |
| PROSPERITY BANCSHARES INC | PB | COM | $3,120,207 | 42,725 | SH | None |
| EA SERIES TRUST | TCV | TOWLE VALUE ETF | $2,857,576 | 89,163 | SH | None |
| ISHARES TR | IVLU | MSCI INTL VLU FT | $2,670,165 | 63,849 | SH | None |
| WISDOMTREE TR | DLS | INTL SMCAP DIV | $2,342,349 | 27,955 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $2,102,136 | 45,649 | SH | None |
| INVESCO EXCH TRADED FD TR II | IPKW | INTL BUYBACK | $1,844,675 | 32,748 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $1,509,982 | 16,555 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.