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SPEECE THORSON CAPITAL GROUP INC13F | |
| SPEECE THORSON CAPITAL GROUP INC | |
| Last update 2025-05-01 | 42 Stocks (2 new) |
| Value $486.00 Mil | Turnover 6 % |
SPEECE THORSON CAPITAL GROUP I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTM | White Mountains Insurance Group Ltd | 11,159 | 21,490.0 | -1.60% | 4.430 | -0.07% | 0.430 | -5.95% | -8.08% | 4,599.3 | Insurance | |
ZBH | Zimmer Biomet Holdings Inc | 178,761 | 20,230.0 | -1.67% | 4.170 | -0.06% | 0.090 | -16.85% | -12.91% | 18,115.0 | Medical Devices & Instruments | |
FMC | FMC Corp | 462,145 | 19,500.0 | +1.23% | 4.020 | +0.05% | 0.370 | +4.11% | -9.70% | 5,407.3 | Agriculture | |
RPM | RPM International Inc | 165,448 | 19,140.0 | -1.70% | 3.940 | -0.07% | 0.130 | -5.46% | -10.45% | 14,025.0 | Chemicals | |
SJM | JM Smucker Co | 139,087 | 16,470.0 | -1.69% | 3.390 | -0.05% | 0.130 | -15.52% | -11.27% | 10,201.3 | Consumer Packaged Goods | |
WRB | WR Berkley Corp | 225,151 | 16,020.0 | -1.58% | 3.300 | -0.04% | 0.060 | +11.82% | +24.82% | 27,454.0 | Insurance | |
GNTX | Gentex Corp | 682,684 | 15,910.0 | +18.27% | 3.280 | +0.51% | 0.300 | -11.29% | -23.22% | 4,909.3 | Vehicles & Parts | |
ARW | Arrow Electronics Inc | 152,279 | 15,810.0 | -1.72% | 3.260 | -0.06% | 0.290 | +20.47% | +13.89% | 6,682.9 | Hardware | |
HXL | Hexcel Corp | 285,814 | 15,650.0 | -1.78% | 3.220 | -0.06% | 0.360 | -2.71% | -8.03% | 4,608.8 | Aerospace & Defense | |
TTC | The Toro Co | 206,412 | 15,020.0 | -1.78% | 3.090 | -0.06% | 0.210 | -4.14% | -10.38% | 7,008.6 | Industrial Products |
SPEECE THORSON CAPITAL GROUP INC's Historical Top Holdings Breakdowns
SPEECE THORSON CAPITAL GROUP INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HSIC | Henry Schein Inc | 2025-03-31 | Reduce Reduce | -3.13% | 68.49 ($73.84) 81.91 | $73.05 | -1.07% | Reduce -97.04% | 7,024 | -229,891 | |
MSA | MSA Safety Inc | 2025-03-31 | New Buy New Buy | +2.24% | 146.69 ($159.4) 166.47 | $169.31 | 6.21% | New holding | 74,263 | 74,263 | |
CABO | Cable One Inc | 2025-03-31 | Sold Out Sold Out | -1.88% | 226.48 ($292.22) 373.32 | $128.26 | -56.11% | Sold Out | 0 | -26,292 | |
IEX | IDEX Corp | 2025-03-31 | Add Add | +1.05% | 178.23 ($199.07) 224.31 | $177.06 | -11.06% | Add 58.77% | 76,567 | 28,343 | |
REVG | REV Group Inc | 2025-03-31 | New Buy New Buy | +1.00% | 27.3 ($32.38) 35.58 | $45.70 | 41.12% | New holding | 153,233 | 153,233 | |
ATR | AptarGroup Inc | 2025-03-31 | Add Add | +0.89% | 141.7 ($150.54) 159.83 | $154.34 | 2.52% | Add 56.17% | 80,864 | 29,086 | |
SON | Sonoco Products Co | 2025-03-31 | Reduce Reduce | -0.87% | 44.71 ($47.28) 49.22 | $43.98 | -6.98% | Reduce -29.39% | 217,255 | -90,425 | |
ORLY | O'Reilly Automotive Inc | 2025-03-31 | Reduce Reduce | -0.61% | 79.18 ($86.99) 95.51 | $87.94 | 1.09% | Reduce -20.11% | 155,100 | -2,602 | |
GNTX | Gentex Corp | 2025-03-31 | Add Add | +0.51% | 23.3 ($25.57) 28.48 | $21.80 | -14.76% | Add 18.27% | 682,684 | 105,446 | |
MWA | Mueller Water Products Inc | 2025-03-31 | Reduce Reduce | -0.46% | 21.65 ($25.08) 28.24 | $24.27 | -3.25% | Reduce -15.27% | 574,151 | -103,500 |
SPEECE THORSON CAPITAL GROUP INC Total Holding History ($B)
SPEECE THORSON CAPITAL GROUP INC's Asset Allocation
SPEECE THORSON CAPITAL GROUP INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SPEECE THORSON CAPITAL GROUP INC's Hypothetical Growth since 2025-03-31
SPEECE THORSON CAPITAL GROUP INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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SPEECE THORSON CAPITAL GROUP INC's Holdings Heat Map
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SPEECE THORSON CAPITAL GROUP INC's Holdings Bubble Chart
SPEECE THORSON CAPITAL GROUP INC News
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