- New Purchases: RRD,
- Added Positions: CBI, TGI, ALLY, TOWR, ARCB, PKD, RYI, TSE, MTOR, CNA,
- Reduced Positions: JBL, TPC, NAV, ANW, REGI, DEST, SAH,
- Sold Out: HUN, TITN, RRTS, SANM, SBLK, MDR,
For the details of TOWLE & CO's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TOWLE+%26+CO
These are the top 5 holdings of TOWLE & CO- Trinseo SA (TSE) - 852,931 shares, 7.36% of the total portfolio. Shares added by 3.11%
- SkyWest Inc (SKYW) - 1,630,917 shares, 7.19% of the total portfolio. Shares added by 2.36%
- Meritor Inc (MTOR) - 3,081,529 shares, 6.43% of the total portfolio. Shares added by 3.27%
- Goodyear Tire & Rubber Co (GT) - 1,047,286 shares, 4.6% of the total portfolio. Shares added by 3.69%
- Triumph Group Inc (TGI) - 1,134,122 shares, 4.5% of the total portfolio. Shares added by 24.51%
Towle & Co initiated holdings in R.R.Donnelley & Sons Co. The purchase prices were between $11.21 and $14.2, with an estimated average price of $12.29. The stock is now traded at around $8.77. The impact to the portfolio due to this purchase was 2.43%. The holdings were 1,540,400 shares as of 2017-06-30.
Added: Chicago Bridge & Iron Co NV (CBI)Towle & Co added to the holdings in Chicago Bridge & Iron Co NV by 55.38%. The purchase prices were between $13.15 and $31.31, with an estimated average price of $23.34. The stock is now traded at around $9.78. The impact to the portfolio due to this purchase was 1.38%. The holdings were 1,566,419 shares as of 2017-06-30.
Added: Triumph Group Inc (TGI)Towle & Co added to the holdings in Triumph Group Inc by 24.51%. The purchase prices were between $19.8 and $34.5, with an estimated average price of $27.74. The stock is now traded at around $25.70. The impact to the portfolio due to this purchase was 0.89%. The holdings were 1,134,122 shares as of 2017-06-30.
Added: Tower International Inc (TOWR)Towle & Co added to the holdings in Tower International Inc by 21.04%. The purchase prices were between $21.1 and $27.9, with an estimated average price of $24.2. The stock is now traded at around $21.85. The impact to the portfolio due to this purchase was 0.53%. The holdings were 1,080,621 shares as of 2017-06-30.
Added: ArcBest Corp (ARCB)Towle & Co added to the holdings in ArcBest Corp by 25.87%. The purchase prices were between $17.25 and $27.25, with an estimated average price of $21.78. The stock is now traded at around $25.70. The impact to the portfolio due to this purchase was 0.5%. The holdings were 946,124 shares as of 2017-06-30.
Added: Parker Drilling Co (PKD)Towle & Co added to the holdings in Parker Drilling Co by 39.65%. The purchase prices were between $1.2 and $1.8, with an estimated average price of $1.51. The stock is now traded at around $1.15. The impact to the portfolio due to this purchase was 0.44%. The holdings were 9,080,875 shares as of 2017-06-30.
Sold Out: Huntsman Corp (HUN)Towle & Co sold out the holdings in Huntsman Corp. The sale prices were between $23.38 and $26.71, with an estimated average price of $24.75.
Sold Out: Titan Machinery Inc (TITN)Towle & Co sold out the holdings in Titan Machinery Inc. The sale prices were between $14.52 and $18.63, with an estimated average price of $16.39.
Sold Out: Roadrunner Transportation Systems Inc (RRTS)Towle & Co sold out the holdings in Roadrunner Transportation Systems Inc. The sale prices were between $6.13 and $7.35, with an estimated average price of $6.68.
Sold Out: Star Bulk Carriers Corp. (SBLK)Towle & Co sold out the holdings in Star Bulk Carriers Corp.. The sale prices were between $7.68 and $12.97, with an estimated average price of $9.32.
Sold Out: Sanmina Corp (SANM)Towle & Co sold out the holdings in Sanmina Corp. The sale prices were between $35.6 and $40.6, with an estimated average price of $38.04.
Sold Out: McDermott International Inc (MDR)Towle & Co sold out the holdings in McDermott International Inc. The sale prices were between $6.15 and $7.13, with an estimated average price of $6.52.
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