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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
TTC +81,870+$7,502
PLXS +16,997+$1,612
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
PGR -2,510-$400
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
CASS +104,817+$5,217
WERN +53,419+$1,268
CHRW +30,919+$1,044
MGEE +29,158+$2,840
ARW +22,670+$3,779
SJM +19,878+$2,465
TFX +7,666+$1,074
CABO +4,661-$390
WTM +750+$5,106
ETN UNCH+$301
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MCY -79,013+$542
WRB -39,820-$34
WSM -36,971-$6,936
NTRS -27,097-$1,539
WAB -21,396-$839
DVA -20,302+$1,486
MTB -18,567-$1,466
KEYS -17,824-$3,008
MWA -12,303+$1,465
Speece Thorson Capital Group Inc. Info
Size ($ in 1000's)
At 03/31/2024: $517,373
At 12/31/2023: $487,728

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

All Stocks Held By Speece Thorson Capital Group Inc.
As of  03/31/2024, we find all stocks held by Speece Thorson Capital Group Inc. to be as follows, presented in the table below with each row detailing each Speece Thorson Capital Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Speece Thorson Capital Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Speece Thorson Capital Group Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
WHITE MOUNT INS GRP LTD 13,751 +750 $24,673
     WTM13,751+750$24,673
ZIMMER HLDGS INC 156,157 -2,045 $20,610
     ZBH156,157-2,045$20,610
RPM INTL INC 172,735 -2,295 $20,547
     RPM172,735-2,295$20,547
M & T BANK CORP 129,093 -18,567 $18,775
     MTB129,093-18,567$18,775
GENTEX CORP 510,849 -6,774 $18,452
     GNTX510,849-6,774$18,452
ARROW ELECTRS INC 139,743 +22,670 $18,091
     ARW139,743+22,670$18,091
MOHAWK INDS INC 127,545 -1,678 $16,694
     MHK127,545-1,678$16,694
MUELLER WTR PRODS INC 971,528 -12,303 $15,632
     MWA971,528-12,303$15,632
LEGGETT & PLATT INC 805,021 -730 $15,416
     LEG805,021-730$15,416
STERIS PLC SHS USD 68,509 -882 $15,402
     STE68,509-882$15,402
SONOCO PRODUCTS 262,624 -3,412 $15,190
     SON262,624-3,412$15,190
O REILLY AUTOMOTIVE INC 13,284 -4,966 $14,996
     ORLY13,284-4,966$14,996
DAVITA HEALTHCARE PARTNERS 108,520 -20,302 $14,981
     DVA108,520-20,302$14,981
FMC CORP 231,484 -3,130 $14,746
     FMC231,484-3,130$14,746
NORTHERN TRUST CORP 164,732 -27,097 $14,648
     NTRS164,732-27,097$14,648
WABTEC CORP 99,920 -21,396 $14,556
     WAB99,920-21,396$14,556
DEVON ENERGY CORP NEW 285,497 -3,890 $14,326
     DVN285,497-3,890$14,326
BERKLEY W R CORP 157,025 -39,820 $13,887
     WRB157,025-39,820$13,887
TRACTOR SUPPLY CO 52,121 -687 $13,641
     TSCO52,121-687$13,641
HEXCEL CORP NEW 177,308 -2,362 $12,917
     HXL177,308-2,362$12,917
SCHEIN HENRY INC 170,568 -2,295 $12,881
     HSIC170,568-2,295$12,881
MERCURY GEN CORP NEW 244,232 -79,013 $12,602
     MCY244,232-79,013$12,602
COMMERCE BANCSHARES INC (CBSH) 229,709 -3,065 $12,221
     CBSH229,709-3,065$12,221
C H ROBINSON WORLDWIDE INC 158,744 +30,919 $12,087
     CHRW158,744+30,919$12,087
IDEX CORP 49,460 -642 $12,069
     IEX49,460-642$12,069
BROWN & BROWN INC 137,281 -1,796 $12,018
     BRO137,281-1,796$12,018
WERNER ENTERPRISES INC 306,242 +53,419 $11,980
     WERN306,242+53,419$11,980
LABORATORY CORP AMER HLDGS 53,751 -685 $11,742
     LH53,751-685$11,742
SMUCKER J M CO 92,484 +19,878 $11,641
     SJM92,484+19,878$11,641
APTARGROUP INC 80,327 -1,058 $11,558
     ATR80,327-1,058$11,558
KEYSIGHT TECHNOLOGIES INC 63,812 -17,824 $9,979
     KEYS63,812-17,824$9,979
CASEYS GEN STORES INC 29,927 -342 $9,530
     CASY29,927-342$9,530
CABLE ONE INC 22,360 +4,661 $9,461
     CABO22,360+4,661$9,461
MGE ENERGY INC 114,143 +29,158 $8,985
     MGEE114,143+29,158$8,985
TELEFLEX INCORPORATED 36,121 +7,666 $8,169
     TFX36,121+7,666$8,169
CASS INFORMATION SYS INC 158,801 +104,817 $7,649
     CASS158,801+104,817$7,649
TORO CO 81,870 +81,870 $7,502
     TTC81,870+81,870$7,502
PLEXUS CORP COM 16,997 +16,997 $1,612
     PLXS16,997+16,997$1,612
WILLIAMS SONOMA INC 4,528 -36,971 $1,438
     WSM4,528-36,971$1,438
EATON CORP PLC SHS 4,185 UNCH $1,309
     ETN4,185UNCH$1,309
MASONITE INTL CORP NEW 9,829 -330 $1,292
     DOOR9,829-330$1,292
INSIGHT ENTERPRISES INC 6,321 -100 $1,173
     NSIT6,321-100$1,173
PROGRESSIVE CORP OHIO 1,426 -1,084 $295
     PGR1,426-1,084$295

See Summary: Speece Thorson Capital Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Speece Thorson Capital Group Inc.

All Stocks Held By Speece Thorson Capital Group Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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