Speece Thorson Capital Group as of March 31, 2025
Portfolio Holdings for Speece Thorson Capital Group
Speece Thorson Capital Group holds 42 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| White Mountains Insurance Gp (WTM) | 4.4 | $22M | 11k | 1925.80 | |
| Zimmer Holdings (ZBH) | 4.2 | $20M | 179k | 113.18 | |
| FMC Corporation (FMC) | 4.0 | $20M | 462k | 42.19 | |
| RPM International (RPM) | 3.9 | $19M | 165k | 115.68 | |
| J.M. Smucker Company (SJM) | 3.4 | $17M | 139k | 118.41 | |
| W.R. Berkley Corporation (WRB) | 3.3 | $16M | 225k | 71.16 | |
| Gentex Corporation (GNTX) | 3.3 | $16M | 683k | 23.30 | |
| Arrow Electronics (ARW) | 3.3 | $16M | 152k | 103.83 | |
| Hexcel Corporation (HXL) | 3.2 | $16M | 286k | 54.76 | |
| Toro Company (TTC) | 3.1 | $15M | 206k | 72.75 | |
| Steris Plc Ord equities (STE) | 3.1 | $15M | 66k | 226.64 | |
| O'reilly Automotive (ORLY) | 3.1 | $15M | 10k | 1432.59 | |
| M&T Bank Corporation (MTB) | 3.0 | $15M | 83k | 178.74 | |
| Mueller Water Products (MWA) | 3.0 | $15M | 574k | 25.42 | |
| Commerce Bancshares (CBSH) | 3.0 | $14M | 231k | 62.23 | |
| DaVita (DVA) | 2.9 | $14M | 93k | 152.98 | |
| Cass Information Systems (CASS) | 2.9 | $14M | 323k | 43.25 | |
| IDEX Corporation (IEX) | 2.9 | $14M | 77k | 180.97 | |
| Tractor Supply Company (TSCO) | 2.8 | $14M | 250k | 55.10 | |
| Wabtec Corporation (WAB) | 2.8 | $14M | 76k | 181.35 | |
| Teleflex Incorporated (TFX) | 2.5 | $12M | 88k | 138.19 | |
| C.H. Robinson Worldwide (CHRW) | 2.5 | $12M | 118k | 102.40 | |
| Aptar (ATR) | 2.5 | $12M | 81k | 148.38 | |
| Devon Energy Corporation (DVN) | 2.5 | $12M | 320k | 37.40 | |
| Keysight Technologies (KEYS) | 2.4 | $12M | 79k | 149.78 | |
| Northern Trust Corporation (NTRS) | 2.4 | $12M | 119k | 98.65 | |
| Brown & Brown (BRO) | 2.4 | $12M | 94k | 124.40 | |
| Labcorp Holdings (LH) | 2.3 | $11M | 47k | 232.74 | |
| Mohawk Industries (MHK) | 2.3 | $11M | 96k | 114.18 | |
| Msa Safety Inc equity (MSA) | 2.2 | $11M | 74k | 146.69 | |
| Sonoco Products Company (SON) | 2.1 | $10M | 217k | 47.24 | |
| MGE Energy (MGEE) | 2.1 | $10M | 110k | 92.96 | |
| Casey's General Stores (CASY) | 2.1 | $10M | 23k | 434.05 | |
| Werner Enterprises (WERN) | 1.8 | $8.6M | 293k | 29.30 | |
| Rev (REVG) | 1.0 | $4.8M | 153k | 31.60 | |
| Leggett & Platt (LEG) | 0.4 | $2.0M | 249k | 7.91 | |
| Williams-Sonoma (WSM) | 0.3 | $1.4M | 8.9k | 158.08 | |
| Eaton (ETN) | 0.2 | $1.1M | 3.9k | 271.78 | |
| Insight Enterprises (NSIT) | 0.2 | $937k | 6.2k | 150.06 | |
| Mercury General Corporation (MCY) | 0.2 | $847k | 15k | 55.88 | |
| Henry Schein (HSIC) | 0.1 | $481k | 7.0k | 68.48 | |
| Progressive Corporation (PGR) | 0.1 | $404k | 1.4k | 283.31 |
