WILEN INVESTMENT MANAGEMENT CORP.
Reported holdings as of Q3 2022, from 16 quarterly filings.
This filer last reported in Q3 2022; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VAALCO ENERGY INC | EGY | $13.3M | 3,131,627 | -4.27pp | 16q | +2.9%+$378.7K | |
| U HAUL HOLDING COMPANY | UHAL | $10.0M | 19,865 | +2.05pp | 16q | HELD | |
| HUNTSMAN CORP | HUN | $6.4M | 263,746 | +0.14pp | 16q | HELD | |
| OLIN CORP | OLN | $5.8M | 135,606 | +0.46pp | 5q | HELD | |
| DELTA APPAREL INC | DLAPQ | $5.6M | 405,561 | -3.73pp | 16q | +3.8%+$203.7K | |
| UNITED RENTALS INC | URI | $5.2M | 19,266 | +1.24pp | 16q | HELD | |
| INGLES MKTS INC | IMKTA | $5.2M | 65,197 | +0.31pp | 10q | -1.4%-$71.1K | |
| CONOCOPHILLIPS | COP | $4.0M | 39,081 | +1.03pp | 16q | HELD | |
| CHASE CORP | CCF | $4.0M | 48,008 | +0.87pp | 16q | -0.6%-$24.5K | |
| Q.E.P. CO.,INC | QEPC | $2.5M | 170,462 | -0.09pp | 16q | -0.7%-$16.7K | |
| MARATHON PETE CORP | MPC | $2.4M | 24,682 | +0.73pp | 16q | HELD | |
| TRINSEO PLC | TSE | $2.3M | 125,889 | -1.83pp | 5q | HELD | |
| STANDEX INTL CORP | SXI | $2.3M | 27,913 | +0.17pp | 16q | -4.5%-$106.0K | |
| LCI INDS | LCII | $2.1M | 20,711 | +0.12pp | 16q | -1.0%-$20.2K | |
| EASTMAN CHEM CO | EMN | $2.0M | 28,416 | -0.15pp | 16q | HELD | |
| WESTLAKE CORPORATION | WLK | $1.9M | 22,183 | +0.07pp | 4q | HELD | |
| L3HARRIS TECHNOLOGIES INC | LHX | $1.8M | 8,816 | -0.01pp | 14q | -1.1%-$20.7K | |
| PHILLIPS 66 | PSX | $1.7M | 21,416 | +0.23pp | 16q | HELD | |
| WATTS WATER TECHNOLOGIES INC | WTS | $1.5M | 11,950 | +0.24pp | 16q | -1.2%-$18.8K | |
| KOPPERS HOLDINGS INC | KOP | $1.4M | 66,307 | +0.11pp | 9q | HELD | |
| TRANE TECHNOLOGIES PLC | TT | $1.3M | 9,288 | +0.32pp | 11q | HELD | |
| CRANE CO | CRXXXX | $1.3M | 14,666 | +0.19pp | 16q | HELD | |
| BERRY GLOBAL GROUP INC | BERY | $1.0M | 21,918 | +0.01pp | 8q | +1.4%+$13.8K | |
| WESCO INTL INC | WCC | $940.0K | 7,900 | +0.23pp | 13q | HELD | |
| BRISTOL-MYERS SQUIBB CO | BMY | $891.0K | 12,638 | +0.07pp | 9q | HELD | |
| CARRIER GLOBAL CORPORATION | CARR | $816.0K | 23,317 | +0.12pp | 10q | HELD | |
| NORTHERN TECHNOLOGIES INTL C | NTIC | $576.0K | 46,089 | +0.20pp | 16q | -7.8%-$48.8K | |
| BUILDERS FIRSTSOURCE INC | BLDR | $554.0K | 9,471 | +0.13pp | 16q | HELD | |
| HERC HLDGS INC | HRI | $524.0K | 5,135 | +0.17pp | 5q | +8.5%+$41.1K | |
| HESS CORP | HES | $515.0K | 4,771 | +0.09pp | 16q | HELD | |
| HANESBRANDS INC | HBI | $510.0K | 75,530 | -0.14pp | 16q | HELD | |
| CORE MOLDING TECHNOLOGIES IN | CMT | $478.0K | 50,295 | +0.04pp | 16q | -14.7%-$82.5K | |
| STEPAN CO | SCL | $430.0K | 4,623 | +0.02pp | 16q | -4.1%-$18.6K | |
| DENNYS CORP | DENN | $360.0K | 38,871 | +0.08pp | 16q | HELD | |
| INGERSOLL RAND INC | IR | $351.0K | 8,162 | +0.06pp | 11q | -1.1%-$3.8K | |
| DUCOMMUN INC DEL | DCO | $340.0K | 8,714 | +0.03pp | 16q | HELD | |
| LIFE STORAGE INC | LSI | $330.0K | 3,032 | +0.04pp | 3q | -1.6%-$5.4K | |
| ALLEGION PLC | ALLE | $320.0K | 3,592 | +0.02pp | 16q | -0.9%-$2.9K | |
| EATON CORP PLC | ETN | $319.0K | 2,400 | +0.05pp | 16q | -4.0%-$13.3K | |
| UFP INDUSTRIES INC | UFPI | $302.0K | 4,250 | +0.06pp | 9q | HELD | |
| GOODYEAR TIRE & RUBR CO | GT | $294.0K | 29,371 | +0.03pp | 16q | HELD | |
| SENSIENT TECHNOLOGIES CORP | SXT | $246.0K | 3,566 | flat | 14q | HELD | |
| TOTALENERGIES SE | TTE | $243.0K | 5,276 | +0.01pp | 16q | HELD | |
| BEACON ROOFING SUPPLY INC | BECN | $216.0K | 4,000 | +0.04pp | 8q | HELD | |
| BLOCK H & R INC | HRB | $210.0K | 5,000 | +0.06pp | 5q | HELD | |
| TARGA RESOURCES PARTNERS LP | $183.0K | 3,100 | +0.03pp | 3q | HELD | ||
| ALLIENT INC | ALNT | $180.0K | 6,300 | +0.06pp | 8q | HELD | |
| CHEMOURS CO | CC | $178.0K | 7,400 | -0.02pp | 6q | HELD | |
| UNIVERSAL SAFETY PRODS INC | UUU | $174.0K | 49,831 | +0.04pp | 16q | HELD | |
| JOHNSON OUTDOORS INC | JOUT | $170.0K | 3,325 | -0.01pp | 16q | -5.7%-$10.2K | |
| OSHKOSH CORP | OSK | $161.0K | 2,300 | flat | 8q | HELD | |
| RTX CORPORATION | RTX | $153.0K | 1,893 | flat | 3q | HELD | |
| TRIMAS CORP | TRS | $133.0K | 5,425 | +0.01pp | 5q | HELD | |
| APARTMENT INVT & MGMT CO | AIV | $122.0K | 17,500 | +0.03pp | 8q | HELD | |
| CIRCOR INTL INC | CIR | $112.0K | 7,022 | +0.02pp | 16q | -1.4%-$1.6K | |
| WILLIAMS COS INC | WMB | $112.0K | 4,000 | +0.01pp | 3q | HELD | |
| GRIFFON CORP | GFF | $110.0K | 3,800 | +0.02pp | 5q | HELD | |
| VSE CORP | VSEC | $107.0K | 3,058 | +0.01pp | 5q | HELD | |
| LOEWS CORP | L | $105.0K | 2,100 | flat | 5q | HELD | |
| SPX TECHNOLOGIES INC | SPXC | $104.0K | 1,912 | - | new | NEW | |
| DORMAN PRODS INC | DORM | $103.0K | 1,254 | -0.01pp | 5q | HELD | |
| ASTRONICS CORP | ATRO | $99.0K | 12,730 | -0.01pp | 16q | HELD | |
| CARLISLE COS INC | CSL | $98.0K | 350 | +0.03pp | 5q | HELD | |
| VIRCO MFG CO | VIRC | $95.0K | 23,867 | +0.02pp | 3q | -2.1%-$2.0K | |
| SHYFT GROUP INC | SHYF | $90.0K | 4,515 | +0.02pp | 5q | HELD | |
| ATRION CORP | ATRI | $86.0K | 157 | flat | 5q | HELD | |
| ESCALADE INC | ESCA | $86.0K | 9,090 | +0.02pp | 5q | +41.3%+$25.1K | |
| RCI HOSPITALITY HLDGS INC | RICK | $76.0K | 1,185 | +0.03pp | 5q | HELD | |
| READING INTL INC | RDI | $71.0K | 23,557 | +0.01pp | 16q | HELD | |
| DOW HLDGS INC | DOW | $70.0K | 1,600 | +0.02pp | 5q | +45.5%+$21.9K | |
| OTIS WORLDWIDE CORP | OTIS | $60.0K | 946 | flat | 3q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $53.0K | 200 | +0.01pp | 5q | HELD | |
| GLADSTONE COMMERCIAL CORP | GOOD | $52.0K | 3,500 | +0.01pp | 4q | +40.0%+$14.9K | |
| PATRICK INDS INC | PATK | $49.0K | 1,129 | flat | 5q | HELD | |
| USA COMPRESSION PARTNERS LP | USAC | $42.0K | 2,500 | +0.01pp | 5q | HELD | |
| AMERICAN BILT | ABLT | $40.0K | 318 | +0.01pp | 5q | HELD | |
| P & F INDS INC | PFIN | $28.0K | 5,700 | flat | 5q | HELD | |
| VALERO ENERGY CORP | VLO | $26.0K | 250 | flat | 5q | HELD | |
| BGSF INC | BGSF | $24.0K | 2,200 | flat | 5q | HELD | |
| SINCLAIR BROADCAST GROUP INC | SBGI | $22.0K | 1,200 | flat | 5q | HELD | |
| COMPASS DIVERSIFIED | CODI | $17.0K | 1,000 | flat | 3q | HELD | |
| KROGER CO | KR | $17.0K | 400 | flat | 5q | HELD | |
| EASTERN CO | EML | $15.0K | 904 | flat | 5q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $13.0K | 145 | flat | 5q | HELD | |
| PFIZER INC | PFE | $13.0K | 300 | flat | 5q | HELD | |
| RITHM CAPITAL CORP | RITM | $12.0K | 1,766 | flat | 5q | HELD | |
| MONRO INC | MNRO | $8.0K | 189 | flat | 5q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Energy | $21.9M | 22.3% |
| Chemicals | $17.9M | 18.2% |
| Business Services | $16.4M | 16.7% |
| Industrials | $6.4M | 6.6% |
| Retail & Consumer | $5.8M | 5.9% |
| Autos & Aerospace | $4.8M | 4.9% |
| Construction & Building | $1.8M | 1.8% |
| Instruments & Controls | $1.5M | 1.5% |
| Other sectors | $2.5M | 2.6% |
| Not classified | $19.1M | 19.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | $98.1M | 87 | 1 | 7 | 17 | 2 | 63.1% | 45 |
| Q2 2022 | $115.1M | 88 | 0 | 12 | 10 | 5 | 66.6% | 36 |
| Q1 2022 | $132.6M | 93 | 7 | 8 | 19 | 3 | 64.0% | 34 |
| Q4 2021 | $131.0M | 89 | 3 | 2 | 55 | 7 | 60.1% | 33 |
| Q3 2021 | $241.9M | 93 | 39 | 51 | 1 | 2 | 60.9% | 43 |
| Q2 2021 | $116.4M | 56 | 1 | 12 | 30 | 3 | 60.0% | 44 |
| Q1 2021 | $112.9M | 58 | 0 | 5 | 45 | 39 | 60.4% | 42 |
| Q4 2020 | $99.2M | 97 | 44 | 3 | 46 | 1 | 57.0% | 42 |
| Q3 2020 | $92.0M | 54 | 5 | 2 | 46 | 2 | 59.5% | 47 |
| Q2 2020 | $77.6M | 51 | 5 | 4 | 40 | 4 | 61.2% | 45 |
| Q1 2020 | $66.8M | 50 | 4 | 7 | 36 | 14 | 61.8% | 44 |
| Q4 2019 | $127.9M | 60 | 1 | 5 | 48 | 3 | 60.4% | 44 |
| Q3 2019 | $128.9M | 62 | 3 | 7 | 34 | 3 | 60.7% | 44 |
| Q2 2019 | $129.0M | 62 | 3 | 5 | 48 | 1 | 58.4% | 43 |
| Q1 2019 | $131.1M | 60 | 2 | 10 | 33 | 4 | 59.6% | 44 |
| Q4 2018 | $115.6M | 62 | 0 | 0 | 0 | 0 | 61.9% | 42 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.