Ownership history in TOWLE & CO Β· 32 quarters on record
This page tracks every 13F SEC filing in which TOWLE & CO reported a position in Adient Plc (ADNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TOWLE & CO underperformed the S&P 500 by β19.0% annually on this ADNT position. Timing score: 47% (14/30 decisions correct). Average cost basis: $32.13. Maximum drawdown during holding period: β89.0%.
β Significantly underperformed the S&P 500 by 19.0% ann.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 30 add/trim decisions correct
Best entry: $12.86 (2025 Q1) Β· Worst: $82.62 (2017 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 16 trims. Bought during 10 of 19 down-price quarters. π More buys than sells across the holding period.
π TOWLE & CO has been actively increasing its ADNT allocation β a bullish signal from insiders.
Currently 2.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size