Speece Thorson Capital Group as of Dec. 31, 2024
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 41 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FMC Corporation (FMC) | 4.4 | $22M | 457k | 48.61 | |
| White Mountains Insurance Gp (WTM) | 4.4 | $22M | 11k | 1945.06 | |
| RPM International (RPM) | 4.1 | $21M | 168k | 123.06 | |
| Zimmer Holdings (ZBH) | 3.8 | $19M | 182k | 105.63 | |
| Hexcel Corporation (HXL) | 3.6 | $18M | 291k | 62.70 | |
| Arrow Electronics (ARW) | 3.5 | $18M | 155k | 113.12 | |
| Toro Company (TTC) | 3.3 | $17M | 210k | 80.10 | |
| Gentex Corporation (GNTX) | 3.3 | $17M | 577k | 28.73 | |
| Henry Schein (HSIC) | 3.2 | $16M | 237k | 69.20 | |
| M&T Bank Corporation (MTB) | 3.1 | $16M | 84k | 188.01 | |
| DaVita (DVA) | 3.1 | $16M | 105k | 149.55 | |
| J.M. Smucker Company (SJM) | 3.1 | $16M | 142k | 110.12 | |
| O'reilly Automotive (ORLY) | 3.0 | $15M | 13k | 1185.75 | |
| Mueller Water Products (MWA) | 3.0 | $15M | 678k | 22.50 | |
| Sonoco Products Company (SON) | 3.0 | $15M | 308k | 48.85 | |
| Commerce Bancshares (CBSH) | 2.9 | $15M | 235k | 62.31 | |
| Wabtec Corporation (WAB) | 2.9 | $15M | 77k | 189.60 | |
| Steris Plc Ord equities (STE) | 2.7 | $14M | 67k | 205.56 | |
| Tractor Supply Company (TSCO) | 2.7 | $14M | 254k | 53.06 | |
| Cass Information Systems (CASS) | 2.7 | $14M | 329k | 40.91 | |
| W.R. Berkley Corporation (WRB) | 2.6 | $13M | 229k | 58.52 | |
| Teleflex Incorporated (TFX) | 2.6 | $13M | 73k | 177.98 | |
| Keysight Technologies (KEYS) | 2.5 | $13M | 80k | 160.63 | |
| Northern Trust Corporation (NTRS) | 2.5 | $12M | 121k | 102.50 | |
| C.H. Robinson Worldwide (CHRW) | 2.4 | $12M | 120k | 103.32 | |
| Mohawk Industries (MHK) | 2.3 | $12M | 98k | 119.13 | |
| Brown & Brown (BRO) | 2.3 | $12M | 113k | 102.02 | |
| Labcorp Holdings (LH) | 2.2 | $11M | 48k | 229.32 | |
| Werner Enterprises (WERN) | 2.1 | $11M | 298k | 35.92 | |
| MGE Energy (MGEE) | 2.1 | $10M | 111k | 93.96 | |
| Devon Energy Corporation (DVN) | 2.0 | $10M | 315k | 32.73 | |
| IDEX Corporation (IEX) | 2.0 | $10M | 48k | 209.29 | |
| Cable One (CABO) | 1.9 | $9.5M | 26k | 362.13 | |
| Casey's General Stores (CASY) | 1.8 | $9.3M | 23k | 396.24 | |
| Aptar (ATR) | 1.6 | $8.1M | 52k | 157.09 | |
| Leggett & Platt (LEG) | 0.5 | $2.4M | 249k | 9.60 | |
| Williams-Sonoma (WSM) | 0.3 | $1.6M | 8.9k | 185.19 | |
| Eaton (ETN) | 0.3 | $1.3M | 4.0k | 331.84 | |
| Mercury General Corporation (MCY) | 0.2 | $1.0M | 15k | 66.50 | |
| Insight Enterprises (NSIT) | 0.2 | $950k | 6.2k | 152.15 | |
| Progressive Corporation (PGR) | 0.1 | $342k | 1.4k | 239.83 |
