0001085146-20-000684.txt : 20200213 0001085146-20-000684.hdr.sgml : 20200213 20200213170318 ACCESSION NUMBER: 0001085146-20-000684 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200213 DATE AS OF CHANGE: 20200213 EFFECTIVENESS DATE: 20200213 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: 20611807 BUSINESS ADDRESS: STREET 1: 1610 DES PERES ROAD STREET 2: SUITE 250 CITY: ST. LOUIS STATE: MO ZIP: 63131 BUSINESS PHONE: 3148220204 MAIL ADDRESS: STREET 1: 1610 DES PERES ROAD STREET 2: SUITE 250 CITY: ST. LOUIS STATE: MO ZIP: 63131 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001224014 XXXXXXXX 12-31-2019 12-31-2019 false TOWLE & CO

1610 Des Peres Road Suite 250 St. Louis MO 63131

13F HOLDINGS REPORT 028-10640 N Matthew S. Hardin 724-935-6770 /s/ Matthew S. Hardin Pittsburgh PA 02-13-2020 0 30 863739 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 33931 1596773 SH SOLE 1159456 0 437317 ALLY FINL INC COM 02005N100 44731 1463727 SH SOLE 996707 0 467020 AMERICAN AIRLS GROUP INC COM 02376R102 32500 1133202 SH SOLE 769562 0 363640 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 45338 1644476 SH SOLE 1118856 0 525620 BEAZER HOMES USA INC COM NEW 07556Q881 30867 2184533 SH SOLE 1877923 0 306610 BUILDERS FIRSTSOURCE INC COM 12008R107 30242 1190170 SH SOLE 809240 0 380930 CELESTICA INC SUB VTG SHS 15101Q108 21252 2569812 SH SOLE 2568820 0 992 CONTAINER STORE GROUP INC COM 210751103 3462 820470 SH SOLE 820470 0 0 DANA INCORPORATED COM 235825205 36684 2015597 SH SOLE 1459580 0 556017 DESIGNER BRANDS INC CL A 250565108 23949 1521530 SH SOLE 1105960 0 415570 DXC TECHNOLOGY CO COM 23355L106 19063 507124 SH SOLE 345154 0 161970 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 44754 3046553 SH SOLE 2211443 0 835110 FLEX LTD ORD Y2573F102 37858 2999823 SH SOLE 2042219 0 957604 FLUOR CORP NEW COM 343412102 34158 1809224 SH SOLE 1235014 0 574210 GOODYEAR TIRE & RUBR CO COM 382550101 36692 2358869 SH SOLE 1712209 0 646660 GROUP 1 AUTOMOTIVE INC COM 398905109 26947 269467 SH SOLE 194667 0 74800 HOOKER FURNITURE CORP COM 439038100 22023 857270 SH SOLE 857270 0 0 HUNTSMAN CORP COM 447011107 31951 1322493 SH SOLE 904423 0 418070 ISHARES TR RUS 2000 VAL ETF 464287630 517 4020 SH SOLE 4020 0 0 M/I HOMES INC COM 55305B101 27724 704552 SH SOLE 580072 0 124480 MERITOR INC COM 59001K100 55568 2121717 SH SOLE 1453927 0 667790 PBF ENERGY INC CL A 69318G106 37833 1206011 SH SOLE 821474 0 384537 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 27620 1024859 SH SOLE 698069 0 326790 RYERSON HLDG CORP COM 783754104 25170 2127669 SH SOLE 2127669 0 0 SHILOH INDS INC COM 824543102 4308 1210234 SH SOLE 1210234 0 0 TAYLOR MORRISON HOME CORP COM 87724P106 31200 1427251 SH SOLE 1032861 0 394390 TENNECO INC CL A VTG COM STK 880349105 31440 2400003 SH SOLE 1733144 0 666859 TRINSEO S A SHS L9340P101 34560 928783 SH SOLE 633933 0 294850 US XPRESS ENTERPRISES INC COM CL A 90338N202 11126 2211850 SH SOLE 2211850 0 0 WHIRLPOOL CORP COM 963320106 20271 137401 SH SOLE 99751 0 37650