SPEECE THORSON CAPITAL GROUP INC
CIK 900169 · Holdings on Sep 30, 2024 · First reported Nov 5, 2024
Top ten holdings
Q3 2024- FMC5.16%
- RPM3.78%
- ZBH3.64%
- WTM3.57%
- ARW3.36%
- MTB3.30%
- DVA3.21%
- GNTX3.18%
- HSIC3.18%
- CHRW3.17%
Share classes counted separately35.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NTRSWeight decreased · -0.75 pp2.78% → 2.03%Shares -39.95K (-24.69%)
- WTMWeight decreased · -0.68 pp4.25% → 3.57%Shares -33 (-0.29%)
- KEYSWeight increased · +0.62 pp1.75% → 2.37%Shares +17.96K (+28.66%)
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 | FMCFMC CORP View history and evidence | $27.95M | 5.16% | 423.81K shares | 5.00% → 5.16%+0.16 pp -794 (-0.19%) | Reduced | ↗▾ |
| 02 | RPMRPM INTERNATIONAL INC View history and evidence | $20.47M | 3.78% | 169.17K shares | 3.74% → 3.78%+0.04 pp -488 (-0.29%) | Reduced | ↗▾ |
| 03 | ZBHZIMMER BIOMET HOLDINGS INC View history and evidence | $19.73M | 3.64% | 182.75K shares | 4.07% → 3.64%-0.43 pp -534 (-0.29%) | Reduced | ↗▾ |
| 04 | WTMWHITE MOUNTAINS INSURANCE GP View history and evidence | $19.33M | 3.57% | 11.40K shares | 4.25% → 3.57%-0.68 pp -33 (-0.29%) | Reduced | ↗▾ |
| 05 | ARWARROW ELECTRONICS INC View history and evidence | $18.16M | 3.36% | 136.75K shares | 3.39% → 3.36%-0.03 pp -402 (-0.29%) | Reduced | ↗▾ |
| 06 | MTBM & T BANK CORP View history and evidence | $17.88M | 3.30% | 100.36K shares | 3.66% → 3.30%-0.36 pp -17.95K (-15.17%) | Reduced | ↗▾ |
| 07 | DVADAVITA INC View history and evidence | $17.39M | 3.21% | 106.06K shares | 3.01% → 3.21%+0.20 pp -321 (-0.30%) | Reduced | ↗▾ |
| 08 | GNTXGENTEX CORP View history and evidence | $17.22M | 3.18% | 580.11K shares | 3.46% → 3.18%-0.28 pp +78.47K (+15.64%) | Added | ↗▾ |
| 09 | HSICHENRY SCHEIN INC View history and evidence | $17.20M | 3.18% | 235.97K shares | 2.58% → 3.18%+0.60 pp +39.35K (+20.01%) | Added | ↗▾ |
| 10 | CHRWC.H. ROBINSON WORLDWIDE INC View history and evidence | $17.16M | 3.17% | 155.43K shares | 2.81% → 3.17%+0.36 pp -475 (-0.30%) | 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 541324
}Research all 42 reported holdings.
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