Vault-13

WILEN INVESTMENT MANAGEMENT CORP.

BONITA SPRINGS, FL · CIK 902614 · 13F filing filed 2022-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$98.1m reported value
87positions
63.1%in top 10
—no comparable previous quarter

Holdings, Q3 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VAALCO ENERGY INC COM NEW EGY EGY 3,131,627 $13.3m13.57% 13.57% —
2 U HAUL HOLDING COMPANY COM UHAL UHAL 19,865 $10.0m10.23% 10.23% —
3 HUNTSMAN CORP COM HUN HUN 263,746 $6.4m6.52% 6.52% —
4 OLIN CORP COM PAR $1 OLN OLN 135,606 $5.8m5.88% 5.88% —
5 DELTA APPAREL INC COM DLAPQ DLAPQ 405,561 $5.6m5.69% 5.69% —
6 UNITED RENTALS INC COM URI URI 19,266 $5.2m5.28% 5.28% —
7 INGLES MKTS INC CL A IMKTA IMKTA 65,197 $5.2m5.25% 5.25% —
8 CONOCOPHILLIPS COM COP COP 39,081 $4.0m4.06% 4.06% —
9 CHASE CORP COM CCF CCF 48,008 $4.0m4.06% 4.06% —
10 Q.E.P. CO.,INC COM QEPC QEPC 170,462 $2.5m2.52% 2.52% —
11 MARATHON PETE CORP COM MPC MPC 24,682 $2.4m2.49% 2.49% —
12 TRINSEO PLC SHS TSEOQ TSEOQ 125,889 $2.3m2.31% 2.31% —
13 STANDEX INTL CORP COM SXI SXI 27,913 $2.3m2.31% 2.31% —
14 LCI INDS COM LCII LCII 20,711 $2.1m2.13% 2.13% —
15 EASTMAN CHEM CO COM EMN EMN 28,416 $2.0m2.04% 2.04% —
16 WESTLAKE CORPORATION COM WLK WLK 22,183 $1.9m1.95% 1.95% —
17 L3HARRIS TECHNOLOGIES INC COM LHX LHX 8,816 $1.8m1.86% 1.86% —
18 PHILLIPS 66 COM PSX PSX 21,416 $1.7m1.75% 1.75% —
19 WATTS WATER TECHNOLOGIES INC CL A WTS WTS 11,950 $1.5m1.52% 1.52% —
20 KOPPERS HOLDINGS INC COM KOP KOP 66,307 $1.4m1.39% 1.39% —
21 TRANE TECHNOLOGIES PLC SHS TT TT 9,288 $1.3m1.36% 1.36% —
22 CRANE CO COM COM 14,666 $1.3m1.30% 1.30% —
23 BERRY GLOBAL GROUP INC COM BERY BERY 21,918 $1.0m1.03% 1.03% —
24 WESCO INTL INC COM WCC WCC 7,900 $940.0k0.96% 0.96% —
25 BRISTOL-MYERS SQUIBB CO COM BMY BMY 12,638 $891.0k0.91% 0.91% —
26 CARRIER GLOBAL CORPORATION COM CARR CARR 23,317 $816.0k0.83% 0.83% —
27 NORTHERN TECHNOLOGIES INTL C COM NTIC NTIC 46,089 $576.0k0.59% 0.59% —
28 BUILDERS FIRSTSOURCE INC COM BLDR BLDR 9,471 $554.0k0.56% 0.56% —
29 HERC HLDGS INC COM HRI HRI 5,135 $524.0k0.53% 0.53% —
30 HESS CORP COM HES HES 4,771 $515.0k0.53% 0.53% —
31 HANESBRANDS INC COM HBI HBI 75,530 $510.0k0.52% 0.52% —
32 CORE MOLDING TECHNOLOGIES IN COM CMT CMT 50,295 $478.0k0.49% 0.49% —
33 STEPAN CO COM SCL SCL 4,623 $430.0k0.44% 0.44% —
34 DENNYS CORP COM DENN DENN 38,871 $360.0k0.37% 0.37% —
35 INGERSOLL RAND INC COM IR IR 8,162 $351.0k0.36% 0.36% —
36 DUCOMMUN INC DEL COM DCO DCO 8,714 $340.0k0.35% 0.35% —
37 LIFE STORAGE INC COM COM 3,032 $330.0k0.34% 0.34% —
38 ALLEGION PLC ORD SHS ALLE ALLE 3,592 $320.0k0.33% 0.33% —
39 EATON CORP PLC SHS ETN ETN 2,400 $319.0k0.33% 0.33% —
40 UFP INDUSTRIES INC COM UFPI UFPI 4,250 $302.0k0.31% 0.31% —
41 GOODYEAR TIRE & RUBR CO COM GT GT 29,371 $294.0k0.30% 0.30% —
42 SENSIENT TECHNOLOGIES CORP COM SXT SXT 3,566 $246.0k0.25% 0.25% —
43 TOTALENERGIES SE SPONSORED ADS SPONSORED ADS 5,276 $243.0k0.25% 0.25% —
44 BEACON ROOFING SUPPLY INC COM BECN BECN 4,000 $216.0k0.22% 0.22% —
45 BLOCK H & R INC COM HRB HRB 5,000 $210.0k0.21% 0.21% —
46 TARGA RESOURCES PARTNERS LP COM UNIT COM UNIT 3,100 $183.0k0.19% 0.19% —
47 ALLIENT INC COM ALNT ALNT 6,300 $180.0k0.18% 0.18% —
48 CHEMOURS CO COM CC CC 7,400 $178.0k0.18% 0.18% —
49 UNIVERSAL SEC INSTRS INC COM NEW DCM DCM 49,831 $174.0k0.18% 0.18% —
50 JOHNSON OUTDOORS INC CL A JOUT JOUT 3,325 $170.0k0.17% 0.17% —
51 OSHKOSH CORP COM OSK OSK 2,300 $161.0k0.16% 0.16% —
52 RTX CORPORATION COM RTX RTX 1,893 $153.0k0.16% 0.16% —
53 TRIMAS CORP COM NEW TRS TRS 5,425 $133.0k0.14% 0.14% —
54 APARTMENT INVT & MGMT CO CL A AIV AIV 17,500 $122.0k0.12% 0.12% —
55 CIRCOR INTL INC COM COM 7,022 $112.0k0.11% 0.11% —
56 WILLIAMS COS INC COM WMB WMB 4,000 $112.0k0.11% 0.11% —
57 GRIFFON CORP COM GFF GFF 3,800 $110.0k0.11% 0.11% —
58 VSE CORP COM VSEC VSEC 3,058 $107.0k0.11% 0.11% —
59 LOEWS CORP COM L L 2,100 $105.0k0.11% 0.11% —
60 SPX TECHNOLOGIES INC COM SPXC SPXC 1,912 $104.0k0.11% 0.11% —
61 DORMAN PRODS INC COM DORM DORM 1,254 $103.0k0.11% 0.11% —
62 ASTRONICS CORP COM ATRO ATRO 12,730 $99.0k0.10% 0.10% —
63 CARLISLE COS INC COM CSL CSL 350 $98.0k0.10% 0.10% —
64 VIRCO MFG CO COM VIRC VIRC 23,867 $95.0k0.10% 0.10% —
65 SHYFT GROUP INC COM SPAR SPAR 4,515 $90.0k0.09% 0.09% —
66 ATRION CORP COM ATRI ATRI 157 $86.0k0.09% 0.09% —
67 ESCALADE INC COM ESCA ESCA 9,090 $86.0k0.09% 0.09% —
68 RCI HOSPITALITY HLDGS INC COM RICK RICK 1,185 $76.0k0.08% 0.08% —
69 READING INTL INC CL A RDI RDI 23,557 $71.0k0.07% 0.07% —
70 DOW INC COM DOW DOW 1,600 $70.0k0.07% 0.07% —
71 OTIS WORLDWIDE CORP COM OTIS OTIS 946 $60.0k0.06% 0.06% —
72 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 200 $53.0k0.05% 0.05% —
73 GLADSTONE COMMERCIAL CORP COM GOOD GOOD 3,500 $52.0k0.05% 0.05% —
74 PATRICK INDS INC COM PATK PATK 1,129 $49.0k0.05% 0.05% —
75 USA COMPRESSION PARTNERS LP COMUNIT LTDPAR USAC USAC 2,500 $42.0k0.04% 0.04% —
76 AMERICAN BILT COM ABLT ABLT 318 $40.0k0.04% 0.04% —
77 P & F INDS INC CL A NEW CL A NEW 5,700 $28.0k0.03% 0.03% —
78 VALERO ENERGY CORP COM VLO VLO 250 $26.0k0.03% 0.03% —
79 BGSF INC COM BGSF BGSF 2,200 $24.0k0.02% 0.02% —
80 SINCLAIR BROADCAST GROUP INC CL A SBGI SBGI 1,200 $22.0k0.02% 0.02% —
81 COMPASS DIVERSIFIED SH BEN INT CODI CODI 1,000 $17.0k0.02% 0.02% —
82 KROGER CO COM KR KR 400 $17.0k0.02% 0.02% —
83 EASTERN CO COM EML EML 904 $15.0k0.02% 0.02% —
84 EXXON MOBIL CORP COM XOM XOM 145 $13.0k0.01% 0.01% —
85 PFIZER INC COM PFE PFE 300 $13.0k0.01% 0.01% —
86 RITHM CAPITAL CORP COM NEW RITM RITM 1,766 $12.0k0.01% 0.01% —
87 MONRO INC COM MNRO MNRO 189 $8.0k0.01% 0.01% —