0001085146-18-002458.txt : 20181101 0001085146-18-002458.hdr.sgml : 20181101 20181101160505 ACCESSION NUMBER: 0001085146-18-002458 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181101 DATE AS OF CHANGE: 20181101 EFFECTIVENESS DATE: 20181101 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOWLE & CO CENTRAL INDEX KEY: 0001224014 IRS NUMBER: 431238562 FISCAL YEAR END: 0903 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10640 FILM NUMBER: 181153678 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 true false 0001224014 XXXXXXXX 09-30-2018 09-30-2018 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 11-01-2018 0 33 1097089 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 40249 1023880 SH SOLE 618540 0 405340 ALLY FINL INC COM 02005N100 47664 1802035 SH SOLE 1189635 0 612400 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 47919 751670 SH SOLE 496000 0 255670 BEAZER HOMES USA INC COM NEW 07556Q881 19549 1861850 SH SOLE 1593950 0 267900 BED BATH & BEYOND INC COM 075896100 27551 1836750 SH SOLE 1210950 0 625800 BIG 5 SPORTING GOODS CORP COM 08915P101 6060 1188150 SH SOLE 1176570 0 11580 C&J ENERGY SVCS INC NEW COM 12674R100 23996 1153645 SH SOLE 756965 0 396680 CNA FINL CORP COM 126117100 13959 305782 SH SOLE 201982 0 103800 DONNELLEY R R & SONS CO COM 257867200 35901 6648420 SH SOLE 5581290 0 1067130 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 63096 3603438 SH SOLE 2375789 0 1227649 FLEX LTD ORD Y2573F102 27469 2093705 SH SOLE 1382305 0 711400 FRANCESCAS HLDGS CORP COM 351793104 18906 5095903 SH SOLE 4556610 0 539293 GOODYEAR TIRE & RUBR CO COM 382550101 39824 1702592 SH SOLE 1120362 0 582230 GROUP 1 AUTOMOTIVE INC COM 398905109 25888 398889 SH SOLE 262389 0 136500 M/I HOMES INC COM 55305B101 18068 755030 SH SOLE 626250 0 128780 MCDERMOTT INTL INC COM 580037703 31409 1704212 SH SOLE 1125721 0 578491 MERITOR INC COM 59001K100 32457 1676503 SH SOLE 1104803 0 571700 OFFICE DEPOT INC COM 676220106 39622 12343168 SH SOLE 8089304 0 4253864 PBF ENERGY INC CL A 69318G106 35209 705450 SH SOLE 464060 0 241390 PIER 1 IMPORTS INC COM 720279108 16461 10974125 SH SOLE 8277330 0 2696795 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 45505 1580028 SH SOLE 1565628 0 14400 RYERSON HLDG CORP COM 783754104 24967 2209425 SH SOLE 2189425 0 20000 SHILOH INDS INC COM 824543102 14469 1315364 SH SOLE 1302750 0 12614 SONIC AUTOMOTIVE INC CL A 83545G102 22948 1185918 SH SOLE 1039159 0 146759 SOUTHWESTERN ENERGY CO COM 845467109 31970 6256374 SH SOLE 4128844 0 2127530 SPORTSMANS WHSE HLDGS INC COM 84920Y106 24114 4121972 SH SOLE 4084572 0 37400 SUPERVALU INC COM NEW 868536301 62878 1951512 SH SOLE 1286342 0 665170 TENNECO INC COM 880349105 38286 908550 SH SOLE 597650 0 310900 TOWER INTL INC COM 891826109 32687 1080576 SH SOLE 1070776 0 9800 TRINSEO S A SHS L9340P101 80993 1034395 SH SOLE 681895 0 352500 TRIUMPH GROUP INC NEW COM 896818101 47698 2047124 SH SOLE 1346054 0 701070 TUTOR PERINI CORP COM 901109108 11184 594881 SH SOLE 399451 0 195430 UNISYS CORP COM NEW 909214306 48133 2359458 SH SOLE 1568158 0 791300