$129 Million is the total value of WILEN INVESTMENT MANAGEMENT CORP.'s 62 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRA | Buy | KRATON PERFORM | $7,119,000 | +55.7% | 233,402 | +62.1% | 5.52% | +58.8% |
| EGY | Buy | VAALCO ENERGY | $3,724,000 | -22.2% | 2,257,098 | +3.8% | 2.89% | -20.6% |
| LHX | New | L3 HARRIS TECH | $3,336,000 | – | 17,649 | +100.0% | 2.59% | – |
| URI | Buy | UNITED RENTALS | $3,283,000 | +27.3% | 24,870 | +9.9% | 2.55% | +29.9% |
| TSE | Buy | TRINSEO SA | $1,872,000 | -6.4% | 44,573 | +0.2% | 1.45% | -4.5% |
| CIR | Buy | CIRCOR INT'L | $582,000 | +84.8% | 12,794 | +30.0% | 0.45% | +88.7% |
| SXT | New | SENSIENT TECH | $407,000 | – | 5,577 | +100.0% | 0.32% | – |
| BLDR | Buy | BUILDERS F.S. | $339,000 | +50.0% | 20,521 | +17.8% | 0.26% | +52.9% |
| AMOT | New | ALLIED MOTION | $203,000 | – | 5,500 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERCO | 39 | Q3 2022 | 13.8% |
| DELTA APPAREL | 39 | Q3 2022 | 12.0% |
| CHASE CORP. | 39 | Q3 2022 | 10.2% |
| STANDEX INTL CP | 39 | Q3 2022 | 10.9% |
| VAALCO ENERGY | 39 | Q3 2022 | 17.8% |
| HUNTSMAN CORP. | 39 | Q3 2022 | 8.6% |
| CONOCOPHILLIPS | 39 | Q3 2022 | 5.5% |
| QEP COINC | 39 | Q3 2022 | 4.3% |
| PHILLIPS 66 | 39 | Q3 2022 | 2.9% |
| WATTS WATER | 39 | Q3 2022 | 3.9% |
View WILEN INVESTMENT MANAGEMENT CORP.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| VAALCO ENERGY INC /DE/ | February 08, 2023 | 3,098,273 | 2.9% |
| Neff Corp | February 09, 2018 | ? | ? |
| SUPREME INDUSTRIES INC | February 09, 2018 | ? | ? |
| UNIVERSAL POWER GROUP INC.Sold out | February 13, 2017 | 0 | 0.0% |
| DRI CORPSold out | January 23, 2013 | 0 | 0.0% |
| NATIONAL DENTEX CORP /MA/ | January 15, 2010 | 304,351 | 5.3% |
| AMERICAN BILTRITE INC | January 28, 2009 | 167,218 | 4.9% |
| PATRICK INDUSTRIES INC | January 28, 2009 | 246,008 | 2.7% |
| UNIVERSAL POWER GROUP INC. | March 06, 2008 | ? | ? |
| CHASE CORP | January 30, 2008 | 406,736 | 4.9% |
View WILEN INVESTMENT MANAGEMENT CORP.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2024-02-06 |
| SC 13G | 2024-02-06 |
| SC 13G/A | 2023-02-08 |
| SC 13G/A | 2023-02-08 |
| SC 13G/A | 2023-02-08 |
| SC 13G/A | 2023-01-27 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-02 |
View WILEN INVESTMENT MANAGEMENT CORP.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.