Towle & Co
- SEC CIK
- 0001224014
- 最新申報
- 2026/8/11
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 31
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.46 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DBIDesigner Brands Inc. | CL A | 2,940,054 | $5,116 萬 | 5.4% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 1,126,013 | $5,091 萬 | 5.4% | – | – | 歷史 |
| DXCDXC Technology Co | Stock | 1,594,951 | $4,986 萬 | 5.3% | – | – | 歷史 |
| FLRFluor Corp | Stock | 2,088,919 | $4,823 萬 | 5.1% | – | – | 歷史 |
| ADNTAdient plc | Stock | 1,063,211 | $4,699 萬 | 5.0% | – | – | 歷史 |
| DANDANA Inc | COM | 1,666,037 | $4,054 萬 | 4.3% | – | – | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 1,886,790 | $3,891 萬 | 4.1% | – | – | 歷史 |
| PUMPProPetro Holding Corp. | COM | 3,593,260 | $3,830 萬 | 4.0% | – | – | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 1,170,121 | $3,605 萬 | 3.8% | – | – | 歷史 |
| GPIGroup 1 Automotive Inc | COM | 210,636 | $3,324 萬 | 3.5% | – | – | 歷史 |
| PVHPVH Corp. | COM | 301,026 | $3,182 萬 | 3.4% | – | – | 歷史 |
| HFCHollyFrontier Corp | COM | 888,124 | $3,178 萬 | 3.4% | – | – | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 1,458,708 | $3,052 萬 | 3.2% | – | – | 歷史 |
| FLFoot Locker, Inc. | COM | 532,818 | $2,997 萬 | 3.2% | – | – | 歷史 |
| HUNHuntsman CORP | COM | 1,018,358 | $2,936 萬 | 3.1% | – | – | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 597,817 | $2,823 萬 | 3.0% | – | – | 歷史 |
| MTORMeritor, Inc. | COM | 954,834 | $2,809 萬 | 3.0% | – | – | 歷史 |
| HOFTHooker Furnishings Corp | COM | 722,510 | $2,634 萬 | 2.8% | – | – | 歷史 |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 432,280 | $2,613 萬 | 2.8% | – | – | 歷史 |
| RYZRyerson Holding Corp | COM | 1,529,971 | $2,607 萬 | 2.8% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 283,228 | $2,497 萬 | 2.6% | – | – | 歷史 |
| MHOM/I Homes, Inc. | COM | 408,891 | $2,415 萬 | 2.6% | – | – | 歷史 |
| PTVEPactiv Evergreen Inc. | COM | 1,581,800 | $2,173 萬 | 2.3% | – | – | 歷史 |
| ASIXAdvanSix Inc. | COM | 803,974 | $2,156 萬 | 2.3% | – | – | 歷史 |
| WNCWabash National Corp | COM | 1,145,513 | $2,154 萬 | 2.3% | – | – | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 854,497 | $1,982 萬 | 2.1% | – | – | 歷史 |
| USXUS Xpress Enterprises Inc | COM CL A | 1,665,338 | $1,957 萬 | 2.1% | – | – | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 1,731,960 | $1,955 萬 | 2.1% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 83,403 | $1,838 萬 | 1.9% | – | – | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 2,171,165 | $1,817 萬 | 1.9% | – | – | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 208,765 | $1,445 萬 | 1.5% | – | – | 歷史 |