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Size ($ in 1000's)
At 12/31/2023: $487,728 At 09/30/2023: $453,577
Speece Thorson Capital Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Speece Thorson Capital Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Speece Thorson Capital Group Inc. top holdings by largest position size, as per the latest 13f filing made by Speece Thorson Capital Group Inc..
In the Speece Thorson Capital Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Speece Thorson Capital Group Inc. in that top holding, then the share count change between reporting periods, and finally the Speece Thorson Capital Group Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
LEGGETT & PLATT INC |
805,751 |
+2,674 |
$21,087 | LEG | 805,751 | +2,674 | $21,087 | M & T BANK CORP |
147,660 |
+634 |
$20,241 | MTB | 147,660 | +634 | $20,241 | WHITE MOUNT INS GRP LTD |
13,001 |
+86 |
$19,567 | WTM | 13,001 | +86 | $19,567 | RPM INTL INC |
175,030 |
+1,147 |
$19,539 | RPM | 175,030 | +1,147 | $19,539 | ZIMMER HLDGS INC |
158,202 |
+19,144 |
$19,253 | ZBH | 158,202 | +19,144 | $19,253 | O REILLY AUTOMOTIVE INC |
18,250 |
+77 |
$17,339 | ORLY | 18,250 | +77 | $17,339 | GENTEX CORP |
517,623 |
+3,414 |
$16,906 | GNTX | 517,623 | +3,414 | $16,906 | NORTHERN TRUST CORP |
191,829 |
+1,188 |
$16,187 | NTRS | 191,829 | +1,188 | $16,187 | WABTEC CORP |
121,316 |
+787 |
$15,395 | WAB | 121,316 | +787 | $15,395 | STERIS PLC SHS USD |
69,391 |
-8,914 |
$15,256 | STE | 69,391 | -8,914 | $15,256 | SONOCO PRODUCTS |
266,036 |
+41,006 |
$14,863 | SON | 266,036 | +41,006 | $14,863 | FMC CORP |
234,614 |
+52,439 |
$14,792 | FMC | 234,614 | +52,439 | $14,792 | ARROW ELECTRS INC |
117,073 |
+1,900 |
$14,312 | ARW | 117,073 | +1,900 | $14,312 | MUELLER WTR PRODS INC |
983,831 |
+6,294 |
$14,167 | MWA | 983,831 | +6,294 | $14,167 | BERKLEY W R CORP |
196,845 |
+901 |
$13,921 | WRB | 196,845 | +901 | $13,921 | DAVITA HEALTHCARE PARTNERS |
128,822 |
-19,851 |
$13,495 | DVA | 128,822 | -19,851 | $13,495 | MOHAWK INDS INC |
129,223 |
+862 |
$13,375 | MHK | 129,223 | +862 | $13,375 | HEXCEL CORP NEW |
179,670 |
+74,957 |
$13,251 | HXL | 179,670 | +74,957 | $13,251 | DEVON ENERGY CORP NEW |
289,387 |
+1,116 |
$13,109 | DVN | 289,387 | +1,116 | $13,109 | SCHEIN HENRY INC |
172,863 |
+1,282 |
$13,087 | HSIC | 172,863 | +1,282 | $13,087 | KEYSIGHT TECHNOLOGIES INC |
81,636 |
+1,251 |
$12,987 | KEYS | 81,636 | +1,251 | $12,987 | COMMERCE BANCSHARES INC (CBSH) |
232,774 |
+63,266 |
$12,432 | CBSH | 232,774 | +63,266 | $12,432 | LABORATORY CORP AMER HLDGS |
54,436 |
-9,493 |
$12,373 | LH | 54,436 | -9,493 | $12,373 | MERCURY GEN CORP NEW |
323,245 |
-60,490 |
$12,060 | MCY | 323,245 | -60,490 | $12,060 | TRACTOR SUPPLY CO |
52,808 |
+238 |
$11,355 | TSCO | 52,808 | +238 | $11,355 | C H ROBINSON WORLDWIDE INC |
127,825 |
+921 |
$11,043 | CHRW | 127,825 | +921 | $11,043 | IDEX CORP |
50,102 |
+936 |
$10,878 | IEX | 50,102 | +936 | $10,878 | WERNER ENTERPRISES INC |
252,823 |
+40,548 |
$10,712 | WERN | 252,823 | +40,548 | $10,712 | APTARGROUP INC |
81,385 |
+579 |
$10,061 | ATR | 81,385 | +579 | $10,061 | BROWN & BROWN INC |
139,077 |
+936 |
$9,890 | BRO | 139,077 | +936 | $9,890 | CABLE ONE INC |
17,699 |
+3,823 |
$9,851 | CABO | 17,699 | +3,823 | $9,851 | SMUCKER J M CO |
72,606 |
+499 |
$9,176 | SJM | 72,606 | +499 | $9,176 | WILLIAMS SONOMA INC |
41,499 |
-10,755 |
$8,374 | WSM | 41,499 | -10,755 | $8,374 | CASEYS GEN STORES INC |
30,269 |
+175 |
$8,316 | CASY | 30,269 | +175 | $8,316 | TELEFLEX INCORPORATED |
28,455 |
+274 |
$7,095 | TFX | 28,455 | +274 | $7,095 | MGE ENERGY INC |
84,985 |
+84,985 |
$6,145 | MGEE | 84,985 | +84,985 | $6,145 | CASS INFORMATION SYS INC |
53,984 |
+53,984 |
$2,432 | CASS | 53,984 | +53,984 | $2,432 | INSIGHT ENTERPRISES INC |
6,421 |
-349 |
$1,138 | NSIT | 6,421 | -349 | $1,138 | EATON CORP PLC SHS |
4,185 |
-32,120 |
$1,008 | ETN | 4,185 | -32,120 | $1,008 | MASONITE INTL CORP NEW |
10,159 |
-140,840 |
$860 | DOOR | 10,159 | -140,840 | $860 |
See Full List: All Stocks Held By Speece Thorson Capital Group Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Speece Thorson Capital Group Inc.
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