Holdings Channel
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

Speece Thorson Capital Group Inc. Top Holdings
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
LEGGETT & PLATT INC 805,751 +2,674 $21,087
     LEG805,751+2,674$21,087
M & T BANK CORP 147,660 +634 $20,241
     MTB147,660+634$20,241
WHITE MOUNT INS GRP LTD 13,001 +86 $19,567
     WTM13,001+86$19,567
RPM INTL INC 175,030 +1,147 $19,539
     RPM175,030+1,147$19,539
ZIMMER HLDGS INC 158,202 +19,144 $19,253
     ZBH158,202+19,144$19,253
O REILLY AUTOMOTIVE INC 18,250 +77 $17,339
     ORLY18,250+77$17,339
GENTEX CORP 517,623 +3,414 $16,906
     GNTX517,623+3,414$16,906
NORTHERN TRUST CORP 191,829 +1,188 $16,187
     NTRS191,829+1,188$16,187
WABTEC CORP 121,316 +787 $15,395
     WAB121,316+787$15,395
STERIS PLC SHS USD 69,391 -8,914 $15,256
     STE69,391-8,914$15,256
SONOCO PRODUCTS 266,036 +41,006 $14,863
     SON266,036+41,006$14,863
FMC CORP 234,614 +52,439 $14,792
     FMC234,614+52,439$14,792
ARROW ELECTRS INC 117,073 +1,900 $14,312
     ARW117,073+1,900$14,312
MUELLER WTR PRODS INC 983,831 +6,294 $14,167
     MWA983,831+6,294$14,167
BERKLEY W R CORP 196,845 +901 $13,921
     WRB196,845+901$13,921
DAVITA HEALTHCARE PARTNERS 128,822 -19,851 $13,495
     DVA128,822-19,851$13,495
MOHAWK INDS INC 129,223 +862 $13,375
     MHK129,223+862$13,375
HEXCEL CORP NEW 179,670 +74,957 $13,251
     HXL179,670+74,957$13,251
DEVON ENERGY CORP NEW 289,387 +1,116 $13,109
     DVN289,387+1,116$13,109
SCHEIN HENRY INC 172,863 +1,282 $13,087
     HSIC172,863+1,282$13,087
KEYSIGHT TECHNOLOGIES INC 81,636 +1,251 $12,987
     KEYS81,636+1,251$12,987
COMMERCE BANCSHARES INC (CBSH) 232,774 +63,266 $12,432
     CBSH232,774+63,266$12,432
LABORATORY CORP AMER HLDGS 54,436 -9,493 $12,373
     LH54,436-9,493$12,373
MERCURY GEN CORP NEW 323,245 -60,490 $12,060
     MCY323,245-60,490$12,060
TRACTOR SUPPLY CO 52,808 +238 $11,355
     TSCO52,808+238$11,355
C H ROBINSON WORLDWIDE INC 127,825 +921 $11,043
     CHRW127,825+921$11,043
IDEX CORP 50,102 +936 $10,878
     IEX50,102+936$10,878
WERNER ENTERPRISES INC 252,823 +40,548 $10,712
     WERN252,823+40,548$10,712
APTARGROUP INC 81,385 +579 $10,061
     ATR81,385+579$10,061
BROWN & BROWN INC 139,077 +936 $9,890
     BRO139,077+936$9,890
CABLE ONE INC 17,699 +3,823 $9,851
     CABO17,699+3,823$9,851
SMUCKER J M CO 72,606 +499 $9,176
     SJM72,606+499$9,176
WILLIAMS SONOMA INC 41,499 -10,755 $8,374
     WSM41,499-10,755$8,374
CASEYS GEN STORES INC 30,269 +175 $8,316
     CASY30,269+175$8,316
TELEFLEX INCORPORATED 28,455 +274 $7,095
     TFX28,455+274$7,095
MGE ENERGY INC 84,985 +84,985 $6,145
     MGEE84,985+84,985$6,145
CASS INFORMATION SYS INC 53,984 +53,984 $2,432
     CASS53,984+53,984$2,432
INSIGHT ENTERPRISES INC 6,421 -349 $1,138
     NSIT6,421-349$1,138
EATON CORP PLC SHS 4,185 -32,120 $1,008
     ETN4,185-32,120$1,008
MASONITE INTL CORP NEW 10,159 -140,840 $860
     DOOR10,159-140,840$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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