Wilen Investment Management Corp.

Q3 2014 13F Holdings Report, Stock Holdings

Signature - Title: Lynn Parry - Sr. Vice President Operations
Location: Bonita Springs, FL
Holdings as of: September 30, 2014
Value $: $157M
Num holdings: 72
Date filed: 10/14/2014, 09:42 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included EGY, UHAL, SXI, SWY, and COP.
Previous filing: Q2 2014 - Jul 8, 2014
Next filing: Q4 2014 - Jan 27, 2015
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
EGY	9.38%	-0.02%	Vaalco Energy	COM	-4.1K	-0.23%	-$34.4K	$14.7M	8.40	1.75M
UHAL	9.24%		Amerco	COM				$14.5M	258.00	56.3K
SXI	9.22%	-0.18%	Standex Intl Cp	COM	-3.9K	-1.95%	-$289K	$14.5M	74.00	196K
SWY	6.76%	-0.23%	Safeway	COM	-10.6K	-3.26%	-$358K	$10.6M	33.75	315K
COP	5.31%	-0.03%	Conocophillips	COM	-533	-0.48%	-$40.5K	$8.35M	76.00	110K
CCF	5.03%	-0.02%	Chase Corp.	COM	-1.1K	-0.43%	-$33.8K	$7.91M	30.75	257K
STS	4.68%	-0.07%	Supreme Ind	COM	-14K	-1.41%	-$105K	$7.36M	7.50	981K
DLAPQ	3.93%	-0.03%	Delta Apparel	COM	-5.37K	-0.73%	-$45.6K	$6.17M	8.50	726K
QEPC	2.76%	-0.03%	Q.E.P. Co.,Inc	COM	-2.8K	-1.1%	-$48.3K	$4.34M	17.25	252K
PBI	2.62%	-0.03%	Pitney Bowes	COM	-2.2K	-1.3%	-$54.5K	$4.12M	24.75	167K
GT	2.52%	+0.92%	Goodyear Tire	COM	+64.7K	+57.2%	+$1.44M	$3.96M	22.25	178K
PSX	2.33%	-0.02%	Phillips 66	COM	-300	-0.66%	-$24.3K	$3.66M	81.00	45.2K
FOE	2.06%	-0.05%	Ferro Corp.	COM	-5K	-2.15%	-$71.2K	$3.24M	14.25	227K
HBI	1.96%	-0.01%	Hanesbrands	COM	-200	-0.69%	-$21.4K	$3.08M	107.01	28.8K
DW	1.72%	-0.01%	Drew Industries	COM	-400	-0.61%	-$16.7K	$2.71M	41.75	64.9K
WTS	1.59%	-0.01%	Watts Water	COM	-400	-0.92%	-$23.2K	$2.5M	58.00	43.1K
HRS	1.58%	-0.01%	Harris Corp.	COM	-200	-0.53%	-$13.2K	$2.48M	65.99	37.6K
OIS	1.56%	-0.01%	Oil States Intl	COM	-200	-0.5%	-$12.3K	$2.45M	61.50	39.9K
OXY	1.43%	-0.04%	Occidental Pete	COM	-738	-3.04%	-$70.5K	$2.25M	95.48	23.5K
CR	1.29%	-0.01%	Crane Co.	COM	-300	-0.92%	-$18.9K	$2.03M	63.01	32.2K
CHK	1.19%	-0.02%	Chesapeake Eng	COM	-1.3K	-1.56%	-$29.6K	$1.87M	22.76	82.2K
MRO	1.15%	-0.01%	Marathon Oil	COM	-400	-0.81%	-$14.9K	$1.81M	37.25	48.7K
	1.02%	0%	Blackhawk	COM	-197	-0.38%	-$6.21K	$1.61M	31.50	51.1K
AIRM	0.99%	-0.02%	Air Methods	COM	-500	-1.73%	-$27.5K	$1.56M	55.00	28.4K
HES	0.97%	-0.01%	Hess Corp.	COM	-100	-0.61%	-$9.4K	$1.52M	94.00	16.2K
CMT	0.95%	-0.01%	Core Moldings	COM	-700	-0.64%	-$9.63K	$1.5M	13.75	109K
MPC	0.87%	-0.01%	Marathon Pet.	COM	-150	-0.91%	-$12.6K	$1.37M	83.99	16.3K
	0.87%	-0.01%	Ingersoll Rand	COM	-200	-0.82%	-$11.2K	$1.36M	56.01	24.3K
SLI	0.85%	+0.03%	Sl Industries	COM	+987	+3.59%	+$46.4K	$1.34M	46.99	28.5K
NTIC	0.85%	0%	Northern Tech	COM	-350	-0.52%	-$7K	$1.33M	19.99	66.7K
TTE	0.83%	-0.01%	Total Sa	COM	-200	-0.98%	-$12.8K	$1.3M	64.01	20.3K
	0.79%	+0.79%	Horizon North	COM	+276K	NEW	+$1.24M	$1.24M	4.50	276K
TWI	0.69%	-0.01%	Titan Intl	COM	-1.6K	-1.66%	-$18.4K	$1.09M	11.50	94.9K
DCO	0.69%	-0.01%	Ducommun Inc	COM	-400	-0.98%	-$10.8K	$1.09M	27.01	40.3K
CYT	0.68%	+0.34%	Cytec Industries	COM	+11.3K	+98.3%	+$532K	$1.07M	47.02	22.8K
HUN	0.67%		Huntsman Corp.	COM				$1.05M	25.74	40.8K
CVEO	0.58%	0%	Civeo Corp.	COM	-400	-0.5%	-$4.6K	$917K	11.50	79.8K
ATRO	0.51%	+0.08%	Astronics	COM	+2.81K	+19.6%	+$132K	$806K	46.99	17.2K
CIR	0.47%	-0.01%	Circor Int'l	COM	-250	-2.2%	-$16.8K	$745K	67.04	11.1K
DENN	0.47%	0%	Denny's Corp.	COM	-1K	-0.94%	-$7K	$735K	7.00	105K
UPGI	0.47%		Univ Pwr Group	COM				$731K	1.60	457K
APU	0.44%		Amerigas Ptrs.	COM				$693K	45.00	15.4K
OI	0.38%	+0.24%	Owens Ill Inc	COM	+14.5K	+162.9%	+$374K	$603K	25.77	23.4K
RDI	0.36%		Reading Int'l	COM				$567K	8.25	68.7K
SCL	0.33%		Stepan Chemical	COM				$511K	44.00	11.6K
PHIKQ	0.31%	-0.01%	Phi Inc. Nv	COM	-500	-4.04%	-$20.5K	$487K	40.98	11.9K
PLKI	0.31%		Popeyes Kitchen	COM				$480K	40.00	12K
TRS	0.3%	0%	Trimas Corp.	COM	-100	-0.51%	-$2.4K	$467K	24.01	19.5K
CNRD	0.26%	+0.11%	Conrad Ind.	COM	+4.5K	+67.2%	+$166K	$414K	36.96	11.2K
RDC	0.26%	0%	Rowan Cos.Plc	COM	-200	-1.19%	-$5K	$414K	24.98	16.6K

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Lynn Parry	Sr. Vice President Operations	Lutherville, Maryland	10/13/2014