Towle & Co
- SEC CIK
- 0001224014
- 最新申報
- 2026/8/11
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 31
- 較 2021 年第 1 季 0
- 總值
- $8.66 億
- 較 2021 年第 1 季 −$8,040 萬 (−8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DXCDXC Technology Co | Stock | 1,483,081 | $5,775 萬 | 6.7% | −111,870−7.0% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 1,016,863 | $5,068 萬 | 5.9% | −109,150−9.7% | 減碼 | 歷史 |
| DBIDesigner Brands Inc. | CL A | 2,651,064 | $4,388 萬 | 5.1% | −288,990−9.8% | 減碼 | 歷史 |
| ADNTAdient plc | Stock | 959,641 | $4,338 萬 | 5.0% | −103,570−9.7% | 減碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 3,008,910 | $4,261 萬 | 4.9% | +1,276,950+73.7% | 加碼 | 歷史 |
| DANDANA Inc | COM | 1,505,627 | $3,577 萬 | 4.1% | −160,410−9.6% | 減碼 | 歷史 |
| HFCHollyFrontier Corp | COM | 1,002,114 | $3,297 萬 | 3.8% | +113,990+12.8% | 加碼 | 歷史 |
| TMHCTaylor Morrison Home Corp | COM | 1,214,281 | $3,208 萬 | 3.7% | +44,160+3.8% | 加碼 | 歷史 |
| MTWManitowoc Co Inc | COM NEW | 1,292,210 | $3,166 萬 | 3.7% | −594,580−31.5% | 減碼 | 歷史 |
| PTVEPactiv Evergreen Inc. | COM | 2,063,120 | $3,109 萬 | 3.6% | +481,320+30.4% | 加碼 | 歷史 |
| PUMPProPetro Holding Corp. | COM | 3,245,010 | $2,972 萬 | 3.4% | −348,250−9.7% | 減碼 | 歷史 |
| FLFoot Locker, Inc. | COM | 479,578 | $2,956 萬 | 3.4% | −53,240−10.0% | 減碼 | 歷史 |
| PVHPVH Corp. | COM | 271,526 | $2,921 萬 | 3.4% | −29,500−9.8% | 減碼 | 歷史 |
| MTORMeritor, Inc. | COM | 1,219,366 | $2,856 萬 | 3.3% | +264,532+27.7% | 加碼 | 歷史 |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 386,790 | $2,634 萬 | 3.0% | −45,490−10.5% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 256,198 | $2,554 萬 | 2.9% | −27,030−9.5% | 減碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 1,315,668 | $2,538 萬 | 2.9% | −143,040−9.8% | 減碼 | 歷史 |
| HUNHuntsman CORP | COM | 917,318 | $2,433 萬 | 2.8% | −101,040−9.9% | 減碼 | 歷史 |
| RYZRyerson Holding Corp | COM | 1,534,411 | $2,240 萬 | 2.6% | +4,440+0.3% | 加碼 | 歷史 |
| FLRFluor Corp | Stock | 1,259,885 | $2,230 萬 | 2.6% | −829,034−39.7% | 減碼 | 歷史 |
| ASIXAdvanSix Inc. | COM | 733,794 | $2,191 萬 | 2.5% | −70,180−8.7% | 減碼 | 歷史 |
| Tenneco Inc880349105 | CL A VTG COM STK | 1,122,388 | $2,169 萬 | 2.5% | +1,122,388 | 新進 | – |
| MHOM/I Homes, Inc. | COM | 368,221 | $2,160 萬 | 2.5% | −40,670−9.9% | 減碼 | 歷史 |
| HOFTHooker Furnishings Corp | COM | 607,852 | $2,106 萬 | 2.4% | −114,658−15.9% | 減碼 | 歷史 |
| STRLSterling Infrastructure, Inc. | COM | 857,327 | $2,069 萬 | 2.4% | +2,830+0.3% | 加碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 415,037 | $1,809 萬 | 2.1% | −182,780−30.6% | 減碼 | 歷史 |
| CLSCelestica Inc | SUB VTG SHS | 2,177,595 | $1,709 萬 | 2.0% | +6,430+0.3% | 加碼 | 歷史 |
| WNCWabash National Corp | COM | 1,033,783 | $1,654 萬 | 1.9% | −111,730−9.8% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 75,213 | $1,640 萬 | 1.9% | −8,190−9.8% | 減碼 | 歷史 |
| USXUS Xpress Enterprises Inc | COM CL A | 1,666,988 | $1,434 萬 | 1.7% | +1,650+0.1% | 加碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 188,705 | $1,138 萬 | 1.3% | −20,060−9.6% | 減碼 | 歷史 |
2021 年第 1 季之後清倉（1 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。