SPEECE THORSON CAPITAL GROUP INC
CIK 900169 · Holdings on Mar 31, 2024 · First reported Apr 23, 2024
Top ten holdings
Q1 2024- WTM4.77%
- ZBH3.98%
- RPM3.97%
- MTB3.63%
- GNTX3.57%
- ARW3.50%
- MHK3.23%
- MWA3.02%
- 5246601072.98%
- STE2.98%
Share classes counted separately35.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 524660107Weight decreased · -1.34 pp4.32% → 2.98%Shares -730 (-0.09%)
- WTMWeight increased · +0.76 pp4.01% → 4.77%Shares +750 (+5.77%)
- ORLYWeight decreased · -0.66 pp3.56% → 2.90%Shares -4.97K (-27.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WTMWHITE MOUNTAINS INSURANCE GP View history and evidence | $24.67M | 4.77% | 13.75K shares | 4.01% → 4.77%+0.76 pp +750 (+5.77%) | Added | ↗▾ |
| 02 | ZBHZIMMER BIOMET HOLDINGS INC View history and evidence | $20.61M | 3.98% | 156.16K shares | 3.95% → 3.98%+0.03 pp -2.04K (-1.29%) | Reduced | ↗▾ |
| 03 | RPMRPM INTERNATIONAL INC View history and evidence | $20.55M | 3.97% | 172.74K shares | 4.01% → 3.97%-0.04 pp -2.29K (-1.31%) | Reduced | ↗▾ |
| 04 | MTBM & T BANK CORP View history and evidence | $18.77M | 3.63% | 129.09K shares | 4.15% → 3.63%-0.52 pp -18.57K (-12.57%) | Reduced | ↗▾ |
| 05 | GNTXGENTEX CORP View history and evidence | $18.45M | 3.57% | 510.85K shares | 3.47% → 3.57%+0.10 pp -6.77K (-1.31%) | Reduced | ↗▾ |
| 06 | ARWARROW ELECTRONICS INC View history and evidence | $18.09M | 3.50% | 139.74K shares | 2.93% → 3.50%+0.57 pp +22.67K (+19.36%) | Added | ↗▾ |
| 07 | MHKMOHAWK INDUSTRIES INC View history and evidence | $16.69M | 3.23% | 127.55K shares | 2.74% → 3.23%+0.49 pp -1.68K (-1.30%) | Reduced | ↗▾ |
| 08 | MWAMUELLER WATER PRODUCTS INC-A View history and evidence | $15.63M | 3.02% | 971.53K shares | 2.90% → 3.02%+0.12 pp -12.30K (-1.25%) | Reduced | ↗▾ |
| 09 | 524660107LEGGETT & PLATT INC View history and evidence | $15.42M | 2.98% | 805.02K shares | 4.32% → 2.98%-1.34 pp -730 (-0.09%) | Reduced | ↗▾ |
| 10 | STESTERIS PLC View history and evidence | $15.40M | 2.98% | 68.51K shares | 3.13% → 2.98%-0.15 pp -882 (-1.27%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 900169 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 517373
}Research all 43 reported holdings.
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