Speece Thorson Capital Group as of March 31, 2022
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 39 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| M&T Bank Corporation (MTB) | 5.5 | $26M | 152k | 169.50 | |
| Leggett & Platt (LEG) | 5.0 | $24M | 676k | 34.80 | |
| Zimmer Holdings (ZBH) | 4.7 | $22M | 172k | 127.90 | |
| FMC Corporation (FMC) | 4.0 | $19M | 144k | 131.57 | |
| White Mountains Insurance Gp (WTM) | 4.0 | $19M | 17k | 1136.23 | |
| DaVita (DVA) | 4.0 | $19M | 166k | 113.11 | |
| Alleghany Corporation | 3.7 | $17M | 21k | 847.00 | |
| Mueller Water Products (MWA) | 3.4 | $16M | 1.2M | 12.92 | |
| Masonite International (DOOR) | 3.1 | $15M | 165k | 88.94 | |
| Sonoco Products Company (SON) | 3.0 | $14M | 222k | 62.56 | |
| J.M. Smucker Company (SJM) | 2.9 | $14M | 101k | 135.41 | |
| Northern Trust Corporation (NTRS) | 2.9 | $14M | 117k | 116.45 | |
| O'reilly Automotive (ORLY) | 2.9 | $13M | 20k | 684.99 | |
| Arrow Electronics (ARW) | 2.9 | $13M | 113k | 118.63 | |
| Mohawk Industries (MHK) | 2.6 | $12M | 99k | 124.20 | |
| Tractor Supply Company (TSCO) | 2.6 | $12M | 52k | 233.36 | |
| Laboratory Corp. of America Holdings (LH) | 2.5 | $12M | 45k | 263.66 | |
| Insight Enterprises (NSIT) | 2.5 | $12M | 110k | 107.32 | |
| Wabtec Corporation (WAB) | 2.5 | $12M | 122k | 96.17 | |
| C.H. Robinson Worldwide (CHRW) | 2.5 | $12M | 108k | 107.71 | |
| Williams-Sonoma (WSM) | 2.3 | $11M | 74k | 144.99 | |
| Casey's General Stores (CASY) | 2.3 | $11M | 54k | 198.18 | |
| EOG Resources (EOG) | 2.3 | $11M | 89k | 119.23 | |
| Trimble Navigation (TRMB) | 2.1 | $9.8M | 136k | 72.14 | |
| Hexcel Corporation (HXL) | 1.9 | $8.8M | 149k | 59.47 | |
| Devon Energy Corporation (DVN) | 1.9 | $8.8M | 148k | 59.13 | |
| Installed Bldg Prods (IBP) | 1.8 | $8.6M | 102k | 84.49 | |
| Progressive Corporation (PGR) | 1.8 | $8.4M | 74k | 114.00 | |
| Henry Schein (HSIC) | 1.7 | $8.0M | 92k | 87.19 | |
| RPM International (RPM) | 1.7 | $7.7M | 95k | 81.44 | |
| Werner Enterprises (WERN) | 1.7 | $7.7M | 188k | 41.00 | |
| Gentex Corporation (GNTX) | 1.6 | $7.6M | 260k | 29.17 | |
| Commerce Bancshares (CBSH) | 1.6 | $7.6M | 106k | 71.59 | |
| Steris Plc Ord equities (STE) | 1.6 | $7.4M | 31k | 241.78 | |
| Eaton (ETN) | 1.6 | $7.3M | 48k | 151.76 | |
| W.R. Berkley Corporation (WRB) | 1.5 | $6.9M | 103k | 66.59 | |
| IDEX Corporation (IEX) | 1.4 | $6.5M | 34k | 191.72 | |
| Aptar (ATR) | 1.0 | $4.9M | 41k | 117.50 | |
| Zimvie (ZIMV) | 0.9 | $4.3M | 190k | 22.84 |
