$115 Million is the total value of WILEN INVESTMENT MANAGEMENT CORP.'s 88 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DLA | Buy | DELTA APPAREL | $10,843,000 | -1.5% | 390,746 | +3.0% | 9.42% | +13.5% |
| UHAL | Buy | AMERCO | $9,420,000 | -18.6% | 19,915 | +1.5% | 8.18% | -6.2% |
| HUN | Buy | HUNTSMAN CORP. | $7,348,000 | -23.4% | 262,446 | +1.2% | 6.38% | -11.8% |
| OLN | Buy | OLIN CORP | $6,238,000 | -2.7% | 135,605 | +10.0% | 5.42% | +12.1% |
| IMKTA | Buy | INGLES MARKETS | $5,684,000 | -2.5% | 66,097 | +0.3% | 4.94% | +12.3% |
| URI | Buy | UNITED RENTALS | $4,662,000 | -30.7% | 19,266 | +1.6% | 4.05% | -20.1% |
| WLK | Buy | WESTLAKE CHEM | $2,163,000 | -18.3% | 22,183 | +3.0% | 1.88% | -5.9% |
| BERY | Buy | BERRY PLASTICS | $1,167,000 | -3.9% | 21,618 | +2.4% | 1.01% | +10.8% |
| HBI | Buy | HANESBRANDS | $755,000 | -23.6% | 75,530 | +10.9% | 0.66% | -11.9% |
| HRI | Buy | HERC HOLDINGS | $424,000 | +158.5% | 4,732 | +378.5% | 0.37% | +196.8% |
| GFF | Buy | GRIFFON CORP. | $104,000 | +550.0% | 3,800 | +375.0% | 0.09% | +650.0% |
| PATK | Buy | PATRICK IND. | $58,000 | +16.0% | 1,129 | +36.2% | 0.05% | +31.6% |
| GOOD | Buy | GLADSTONE | $45,000 | +40.6% | 2,500 | +66.7% | 0.04% | +62.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
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.