UNFI UNITED NAT FOODS INC

Ownership history in TOWLE & CO  ·  20 quarters on record

AI Ownership Summary

TOWLE & CO reported UNITED NAT FOODS INC (UNFI) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.46% in 2025 Q3. The latest visible filing shows UNFI at 3.02% 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 UNFI 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 UNITED NAT FOODS 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

UNFI was reported at 3.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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.

How TOWLE & CO held UNFI — position size vs. price
% of Fund (quarterly)    UNFI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 339,796 -25,022 -6.9% 3.02% $11.4M 2026-02-14 (Est.) $40.30
2025 Q3 REDUCED 364,818 -257,484 -41.4% 3.46% $13.7M 2025-11-10 $39.55
2024 Q4 REDUCED 622,302 -154,164 -19.9% 2.92% $17.0M 2025-02-14 $34.00
2024 Q3 REDUCED 776,466 -515,655 -39.9% 1.86% $13.1M 2024-11-14 $21.45
2024 Q2 ADDED 1,292,121 +6,545 +0.5% 2.22% $16.9M 2024-08-14 $12.72
2024 Q1 ADDED 1,285,576 +818,014 +175.0% 1.73% $14.8M 2024-05-15 $10.56
2023 Q4 REDUCED 467,562 -143,350 -23.5% 0.88% $7.6M 2024-02-14 $15.99
2023 Q3 REDUCED 610,912 -87,228 -12.5% 1.18% $8.6M 2023-11-14 $15.58
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOWLE & CO and UNFI

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 UNFI?

TOWLE & CO reported UNFI across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for UNFI was 3.46% in 2025 Q3.

What is the latest reported UNFI position on this page?

The most recent filing on this page is 2025 Q4, when TOWLE & CO reported 339,796 shares, equal to 3.02% of portfolio, with an estimated market value of $11.4M.

What does the chart on this UNFI ownership page compare?

The chart compares TOWLE & CO's quarterly UNFI 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.

← Back to TOWLE & CO Holdings