SPEECE THORSON CAPITAL GROUP INC
CIK 900169 · Holdings on Sep 30, 2023 · First reported Nov 20, 2023
Top ten holdings
Q3 2023- 5246601074.50%
- WTM4.26%
- MTB4.10%
- STE3.79%
- GNTX3.69%
- ORLY3.64%
- RPM3.63%
- ZBH3.44%
- ARW3.18%
- DOOR3.10%
Share classes counted separately37.33%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 524660107LEGGETT & PLATT INC View history and evidence | $20.41M | 4.50% | 803.08K shares | — | ↗▾ | |
| 02 | WTMWHITE MOUNTAINS INSURANCE GP View history and evidence | $19.32M | 4.26% | 12.91K shares | — | ↗▾ | |
| 03 | MTBM & T BANK CORP View history and evidence | $18.59M | 4.10% | 147.03K shares | — | ↗▾ | |
| 04 | STESTERIS PLC View history and evidence | $17.18M | 3.79% | 78.31K shares | — | ↗▾ | |
| 05 | GNTXGENTEX CORP View history and evidence | $16.73M | 3.69% | 514.21K shares | — | ↗▾ | |
| 06 | ORLYO'REILLY AUTOMOTIVE INC View history and evidence | $16.52M | 3.64% | 18.17K shares | — | ↗▾ | |
| 07 | RPMRPM INTERNATIONAL INC View history and evidence | $16.49M | 3.63% | 173.88K shares | — | ↗▾ | |
| 08 | ZBHZIMMER BIOMET HOLDINGS INC View history and evidence | $15.61M | 3.44% | 139.06K shares | — | ↗▾ | |
| 09 | ARWARROW ELECTRONICS INC View history and evidence | $14.42M | 3.18% | 115.17K shares | — | ↗▾ | |
| 10 | DOORMASONITE INTERNATIONAL CORP View history and evidence | $14.08M | 3.10% | 151.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 900169 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 453577
}Research all 39 reported holdings.
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