Speece Thorson Capital Group as of Dec. 31, 2022
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 37 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zimmer Holdings (ZBH) | 5.9 | $28M | 216k | 127.50 | |
| Leggett & Platt (LEG) | 5.2 | $24M | 750k | 32.23 | |
| White Mountains Insurance Gp (WTM) | 4.7 | $22M | 15k | 1414.30 | |
| O'reilly Automotive (ORLY) | 3.9 | $18M | 22k | 844.02 | |
| M&T Bank Corporation (MTB) | 3.5 | $16M | 113k | 145.06 | |
| Mueller Water Products (MWA) | 3.4 | $16M | 1.5M | 10.76 | |
| Laboratory Corp. of America Holdings | 3.3 | $16M | 66k | 235.48 | |
| Steris Plc Ord equities (STE) | 3.2 | $15M | 81k | 184.69 | |
| Arrow Electronics (ARW) | 3.1 | $14M | 138k | 104.57 | |
| Devon Energy Corporation (DVN) | 3.1 | $14M | 233k | 61.51 | |
| J.M. Smucker Company (SJM) | 3.0 | $14M | 89k | 158.46 | |
| Masonite International | 3.0 | $14M | 174k | 80.61 | |
| Sonoco Products Company (SON) | 3.0 | $14M | 230k | 60.71 | |
| Mohawk Industries (MHK) | 2.9 | $13M | 131k | 102.22 | |
| FMC Corporation (FMC) | 2.9 | $13M | 108k | 124.80 | |
| Northern Trust Corporation (NTRS) | 2.8 | $13M | 146k | 88.49 | |
| Casey's General Stores (CASY) | 2.7 | $13M | 56k | 224.36 | |
| RPM International (RPM) | 2.7 | $12M | 127k | 97.45 | |
| Tractor Supply Company (TSCO) | 2.6 | $12M | 54k | 224.97 | |
| Gentex Corporation (GNTX) | 2.6 | $12M | 436k | 27.27 | |
| IDEX Corporation (IEX) | 2.5 | $12M | 50k | 228.32 | |
| Insight Enterprises (NSIT) | 2.5 | $11M | 114k | 100.27 | |
| DaVita (DVA) | 2.4 | $11M | 152k | 74.67 | |
| Werner Enterprises (WERN) | 2.3 | $11M | 265k | 40.26 | |
| Mercury General Corporation (MCY) | 2.2 | $10M | 304k | 34.20 | |
| Wabtec Corporation (WAB) | 2.1 | $9.7M | 97k | 99.81 | |
| Commerce Bancshares (CBSH) | 2.0 | $9.5M | 139k | 68.07 | |
| Williams-Sonoma (WSM) | 2.0 | $9.4M | 82k | 114.93 | |
| Aptar (ATR) | 2.0 | $9.1M | 83k | 109.98 | |
| Brown & Brown (BRO) | 1.9 | $9.1M | 159k | 56.97 | |
| Hexcel Corporation (HXL) | 1.9 | $9.1M | 154k | 58.85 | |
| Henry Schein (HSIC) | 1.9 | $9.0M | 112k | 79.87 | |
| Eaton (ETN) | 1.9 | $8.9M | 57k | 156.95 | |
| C.H. Robinson Worldwide (CHRW) | 1.9 | $8.7M | 96k | 91.56 | |
| Keysight Technologies (KEYS) | 1.9 | $8.6M | 51k | 171.07 | |
| W.R. Berkley Corporation (WRB) | 1.2 | $5.5M | 76k | 72.56 | |
| Progressive Corporation (PGR) | 0.1 | $352k | 2.7k | 129.89 |
