TOWLE & CO ALLY — Ally Financial Inc

Ownership history in TOWLE & CO  ·  40 quarters on record

AI Ownership Summary

TOWLE & CO reported Ally Financial Inc (ALLY) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.19% in 2024 Q2. The latest visible filing shows ALLY at 2.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOWLE & CO's position in Ally Financial Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALLY was reported at 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.19% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALLY stock page TOWLE & CO fund profile TOWLE & CO full holdings
How TOWLE & CO held ALLY — position size vs. price
% of Fund (quarterly)    ALLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.4% -12.8% ✅ 192,311 -11,026 -5.4% 2.30% $8.7M 2026-02-14 (Est.) $40.52
2025 Q3 REDUCED 18.1% +17.7% ❌ 203,337 -44,991 -18.1% 2.01% $8.0M 2025-11-10 $38.73
2025 Q2 REDUCED 23.1% +3.1% ❌ 248,328 -74,699 -23.1% 2.27% $9.7M 2025-08-13 $38.06
2025 Q1 REDUCED — — — 323,027 -4,411 -1.3% 2.57% $11.8M 2025-05-15 $34.71
2024 Q4 REDUCED 21.6% +2.0% ❌ 327,438 -90,363 -21.6% 2.03% $11.8M 2025-02-14 $36.92
2024 Q3 REDUCED 31.9% +1.2% ❌ 417,801 -196,047 -31.9% 2.12% $14.9M 2024-11-14 $34.58
2024 Q2 ADDED — — — 613,848 +9,966 +1.7% 3.19% $24.4M 2024-08-14 $38.87
2024 Q1 REDUCED — — — 603,882 -16,324 -2.6% 2.88% $24.5M 2024-05-15 $38.64
2023 Q4 REDUCED 11.6% +14.3% ❌ 620,206 -81,743 -11.6% 2.51% $21.7M 2024-02-14 $33.63
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALLY

As of 2026 Q1 — sorted by position size

Oldfield Partners LLP 3Y 7Y 12.64% Glendon Capital Management LP 3Y 7Y 10.15% Asset Management Advisors, LLC 3Y 7Y 3.94% BRUNI J V & CO /CO 3Y 7Y 3.68% Sara-Bay Financial 3Y 2.72% ENGLISH CAPITAL MANAGEMENT LLC 2.54% Daytona Street Capital LLC 2.47% ANTIPODES PARTNERS Ltd 3Y 7Y 1.72% Barnett & Company, Inc. 3Y 7Y 1.36% Chung Wu Investment Group, LLC 0.86%

FAQ About TOWLE & CO and ALLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOWLE & CO reported owning ALLY?

TOWLE & CO reported ALLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ALLY position in TOWLE & CO's portfolio?

The largest reported portfolio weight for ALLY was 3.19% in 2024 Q2.

What is the latest reported ALLY position on this page?

The most recent filing on this page is 2025 Q4, when TOWLE & CO reported 192,311 shares, equal to 2.30% of portfolio, with an estimated market value of $8.7M.

What does the chart on this ALLY ownership page compare?

The chart compares TOWLE & CO's quarterly ALLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOWLE & CO time their ALLY position?

Based on 13F filing dates vs. subsequent ALLY price moves, TOWLE & CO correctly timed 18 out of 39 reported position changes (46%). The annualised alpha on ALLY relative to SPY over the holding period was -2.1%.

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