$129 Million is the total value of WILEN INVESTMENT MANAGEMENT CORP.'s 62 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UHAL | Buy | AMERCO | $13,271,000 | +3.7% | 34,471 | +0.5% | 10.29% | +3.7% |
| KRA | Buy | KRATON PERFORM | $8,533,000 | +19.9% | 266,665 | +14.3% | 6.62% | +19.9% |
| EGY | Buy | VAALCO ENERGY | $4,619,000 | +24.0% | 2,309,731 | +2.3% | 3.58% | +24.0% |
| URI | Buy | UNITED RENTALS | $3,525,000 | +7.4% | 28,425 | +14.3% | 2.73% | +7.4% |
| QEPC | Buy | Q.E.P. CO.,INC | $3,472,000 | -12.1% | 210,398 | +3.8% | 2.69% | -12.1% |
| LCII | Buy | LCI INDUSTRIES | $3,281,000 | +2.8% | 36,060 | +0.6% | 2.54% | +2.8% |
| FOE | Buy | FERRO CORP. | $2,314,000 | -25.7% | 201,256 | +0.2% | 1.80% | -25.6% |
| NTIC | Buy | NORTHERN TECH | $1,122,000 | -1.5% | 95,494 | +101.3% | 0.87% | -1.5% |
| KEM | New | KEMET CORP. | $970,000 | – | 54,180 | +100.0% | 0.75% | – |
| WCC | New | WESCO INTL | $517,000 | – | 11,000 | +100.0% | 0.40% | – |
| CIR | Buy | CIRCOR INT'L | $503,000 | -13.6% | 13,594 | +6.3% | 0.39% | -13.5% |
| UGI | New | UGI CORP | $322,000 | – | 6,446 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
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.