Wilen Investment Management Corp

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Assets, Funds, Holdings

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Wilen Investment Management Corp
CRD #111712
SEC #801-21673
CIK #0000902614
AUM
Employees 4 (25% Investors, 0% Brokers)
Phone239-676-8281
Address14551 Meravi Drive
Bonita Springs, FL 34135
Source [IAPD] [EDGAR]
Total AUM ($M)
3002401801206002001200920172025
Sector Form 13F Holdings Value ($M)
Vaalco Energy Inc /DE/ 13.3
Amerco /NV/ 10.0
Huntsman Corp 6.4
Olin Corp 5.8
United Rentals Inc /DE 5.2
Ingles Markets Inc 5.2
Conocophillips 4.0
Marathon Petroleum Corp 2.4
Trinseo Sa 2.3
Standex International Corp/De/ 2.3
View All
Holdings by Sector ($M)
2502001501005002012201520192023
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 138 164.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 5.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 139 169.0
By Discretionary
Discretionary 139 169.0
Non-Discretionary 0 0.0
Total 139 169.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 169.0
Total 139 169.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000902614]
SC 13G [0000902614]
Form 13D/13G Filer Form 13D/13G Subject Filed
Wilen Investment Management Corp QEP Co Inc [2024-02-06]
Wilen Investment Management Corp Delta Apparel Inc [2024-02-06]
Wilen Investment Management Corp Vaalco Energy Inc /DE/ [2022-02-01]
Wilen Investment Management Corp Delta Apparel Inc [2022-02-01]
Wilen Investment Management Corp NEFF Corp [2017-02-14]
Wilen Investment Management Corp NEFF Rental Inc [2017-02-14]
Wilen Management Co Inc Delta Apparel Inc [2012-01-24]
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