Speece Thorson Capital Group Inc Buys Hill-Rom Holdings Inc, Henry Schein Inc, Hormel Foods Corp, Sells

Aug 23, 2021

Minneapolis, MN, based Investment company Speece Thorson Capital Group Inc (Current Portfolio) buys Hill-Rom Holdings Inc, Henry Schein Inc, Hormel Foods Corp, sells during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Speece Thorson Capital Group Inc. As of 2021Q2, Speece Thorson Capital Group Inc owns 47 stocks with a total value of $479 million. These are the details of the buys and sells.

New Purchases: HSIC,
Added Positions: HRC, HRL,
Reduced Positions: MHK, SJM, LEG, FMC,
Sold Out: VAR,

For the details of SPEECE THORSON CAPITAL GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/speece+thorson+capital+group+inc/current-portfolio/portfolio

These are the top 5 holdings of SPEECE THORSON CAPITAL GROUP INC

M&T Bank Corp (MTB) - 152,462 shares, 4.63% of the total portfolio. Shares reduced by 0.37%
Leggett & Platt Inc (LEG) - 393,652 shares, 4.26% of the total portfolio. Shares reduced by 9.16%
DaVita Inc (DVA) - 167,630 shares, 4.22% of the total portfolio. Shares reduced by 0.5%
JM Smucker Co (SJM) - 146,916 shares, 3.98% of the total portfolio. Shares reduced by 9.65%
Arrow Electronics Inc (ARW) - 166,514 shares, 3.96% of the total portfolio. Shares reduced by 0.5%

New Purchase: Henry Schein Inc (HSIC)

Speece Thorson Capital Group Inc initiated holding in Henry Schein Inc. The purchase prices were between $68.66 and $82.97, with an estimated average price of $75.18. The stock is now traded at around $75.915000. The impact to a portfolio due to this purchase was 0.92%. The holding were 59,254 shares as of 2021-06-30.

Added: Hill-Rom Holdings Inc (HRC)

Speece Thorson Capital Group Inc added to a holding in Hill-Rom Holdings Inc by 106.52%. The purchase prices were between $108.25 and $116.66, with an estimated average price of $111.88. The stock is now traded at around $133.250000. The impact to a portfolio due to this purchase was 0.96%. The holding were 78,546 shares as of 2021-06-30.

Added: Hormel Foods Corp (HRL)

Speece Thorson Capital Group Inc added to a holding in Hormel Foods Corp by 92.64%. The purchase prices were between $45.95 and $49.64, with an estimated average price of $47.63. The stock is now traded at around $46.180000. The impact to a portfolio due to this purchase was 0.73%. The holding were 152,456 shares as of 2021-06-30.

Sold Out: (VAR)

Speece Thorson Capital Group Inc sold out a holding in . The sale prices were between $176.53 and $177.29, with an estimated average price of $177.

Here is the complete portfolio of SPEECE THORSON CAPITAL GROUP INC. Also check out:

1. SPEECE THORSON CAPITAL GROUP INC's Undervalued Stocks
2. SPEECE THORSON CAPITAL GROUP INC's Top Growth Companies, and
3. SPEECE THORSON CAPITAL GROUP INC's High Yield stocks
4. Stocks that SPEECE THORSON CAPITAL GROUP INC keeps buying

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