0001085146-19-002253.txt : 20190813 0001085146-19-002253.hdr.sgml : 20190813 20190813164408 ACCESSION NUMBER: 0001085146-19-002253 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190813 DATE AS OF CHANGE: 20190813 EFFECTIVENESS DATE: 20190813 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: 191021287 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 06-30-2019 06-30-2019 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 08-13-2019 0 31 860692 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 45333 1867881 SH SOLE 1250516 0 617365 ALLY FINL INC COM 02005N100 49558 1599177 SH SOLE 1071397 0 527780 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 33294 745836 SH SOLE 495146 0 250690 BEAZER HOMES USA INC COM NEW 07556Q881 23455 2440663 SH SOLE 2017183 0 423480 BUILDERS FIRSTSOURCE INC COM 12008R107 28883 1713100 SH SOLE 1137640 0 575460 CELESTICA INC SUB VTG SHS 15101Q108 7537 1103500 SH SOLE 1086160 0 17340 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 49183 3558793 SH SOLE 2382273 0 1176520 FLEX LTD ORD Y2573F102 31555 3297287 SH SOLE 2196849 0 1100438 GOODYEAR TIRE & RUBR CO COM 382550101 30345 1983319 SH SOLE 1313669 0 669650 GROUP 1 AUTOMOTIVE INC COM 398905109 48512 592409 SH SOLE 396991 0 195418 HOOKER FURNITURE CORP COM 439038100 6368 308850 SH SOLE 304210 0 4640 HUNTSMAN CORP COM 447011107 29810 1458413 SH SOLE 972353 0 486060 M/I HOMES INC COM 55305B101 31336 1097962 SH SOLE 922592 0 175370 MCDERMOTT INTL INC COM 580037703 36632 3792132 SH SOLE 2530781 0 1261351 MERITOR INC COM 59001K100 56550 2331957 SH SOLE 1561177 0 770780 OFFICE DEPOT INC COM 676220106 25335 12298447 SH SOLE 8145747 0 4152700 PBF ENERGY INC CL A 69318G106 36011 1150514 SH SOLE 772294 0 378220 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 17648 1112729 SH SOLE 752149 0 360580 RYERSON HLDG CORP COM 783754104 19382 2326729 SH SOLE 2291569 0 35160 SHILOH INDS INC COM 824543102 6458 1326134 SH SOLE 1306184 0 19950 SONIC AUTOMOTIVE INC CL A 83545G102 24621 1054414 SH SOLE 915287 0 139127 SOUTHWESTERN ENERGY CO COM 845467109 19498 6170099 SH SOLE 4140829 0 2029270 SPORTSMANS WHSE HLDGS INC COM 84920Y106 15690 4150728 SH SOLE 4088308 0 62420 TAYLOR MORRISON HOME CORP COM 87724P106 24928 1189321 SH SOLE 798711 0 390610 TENNECO INC CL A VTG COM STK 880349105 26489 2388549 SH SOLE 1606904 0 781645 TOWER INTL INC COM 891826109 21253 1089876 SH SOLE 1073418 0 16458 TRINSEO S A SHS L9340P101 43164 1019473 SH SOLE 681693 0 337780 UNISYS CORP COM NEW 909214306 23283 2395352 SH SOLE 1576142 0 819210 UNITED NAT FOODS INC COM 911163103 17944 2000497 SH SOLE 1340277 0 660220 US XPRESS ENTERPRISES INC COM CL A 90338N202 7955 1547750 SH SOLE 1524420 0 23330 WHIRLPOOL CORP COM 963320106 22682 159331 SH SOLE 107191 0 52140