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Speece Thorson Capital Group Inc Buys M&T Bank Corp, RPM International Inc, C.H. Robinson Worldwide Inc, Sells Clorox Co, Laboratory Corp of America Holdings, NOV Inc

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Oct 28, 2021
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Minneapolis, MN, based Investment company Speece Thorson Capital Group Inc (Current Portfolio) buys M&T Bank Corp, RPM International Inc, C.H. Robinson Worldwide Inc, Installed Building Products Inc, FMC Corp, sells Clorox Co, Laboratory Corp of America Holdings, NOV Inc, Mercury General Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Speece Thorson Capital Group Inc. As of 2021Q3, Speece Thorson Capital Group Inc owns 47 stocks with a total value of $478 million. These are the details of the buys and sells.

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
  1. M&T Bank Corp (MTB) - 196,731 shares, 6.15% of the total portfolio. Shares added by 29.04%
  2. DaVita Inc (DVA) - 167,433 shares, 4.08% of the total portfolio. Shares reduced by 0.12%
  3. White Mountains Insurance Group Ltd (WTM) - 17,879 shares, 4.01% of the total portfolio. Shares added by 13.12%
  4. Arrow Electronics Inc (ARW) - 166,416 shares, 3.91% of the total portfolio. Shares reduced by 0.06%
  5. O'Reilly Automotive Inc (ORLY) - 29,189 shares, 3.74% of the total portfolio. Shares reduced by 10.67%
New Purchase: Installed Building Products Inc (IBP)

Speece Thorson Capital Group Inc initiated holding in Installed Building Products Inc. The purchase prices were between $107.15 and $127.43, with an estimated average price of $119.26. The stock is now traded at around $124.030000. The impact to a portfolio due to this purchase was 0.83%. The holding were 36,915 shares as of 2021-09-30.

Added: M&T Bank Corp (MTB)

Speece Thorson Capital Group Inc added to a holding in M&T Bank Corp by 29.04%. The purchase prices were between $128.99 and $152.99, with an estimated average price of $138.71. The stock is now traded at around $148.070000. The impact to a portfolio due to this purchase was 1.38%. The holding were 196,731 shares as of 2021-09-30.

Added: RPM International Inc (RPM)

Speece Thorson Capital Group Inc added to a holding in RPM International Inc by 82.73%. The purchase prices were between $77.65 and $90.89, with an estimated average price of $84.26. The stock is now traded at around $88.270000. The impact to a portfolio due to this purchase was 0.92%. The holding were 124,865 shares as of 2021-09-30.

Added: C.H. Robinson Worldwide Inc (CHRW)

Speece Thorson Capital Group Inc added to a holding in C.H. Robinson Worldwide Inc by 41.96%. The purchase prices were between $86.82 and $94.65, with an estimated average price of $90.51. The stock is now traded at around $98.140000. The impact to a portfolio due to this purchase was 0.85%. The holding were 158,884 shares as of 2021-09-30.

Added: FMC Corp (FMC)

Speece Thorson Capital Group Inc added to a holding in FMC Corp by 25.25%. The purchase prices were between $87.77 and $108.77, with an estimated average price of $98.79. The stock is now traded at around $92.820000. The impact to a portfolio due to this purchase was 0.73%. The holding were 189,751 shares as of 2021-09-30.

Added: EOG Resources Inc (EOG)

Speece Thorson Capital Group Inc added to a holding in EOG Resources Inc by 58.11%. The purchase prices were between $64.26 and $85.99, with an estimated average price of $73.01. The stock is now traded at around $93.810000. The impact to a portfolio due to this purchase was 0.66%. The holding were 106,238 shares as of 2021-09-30.

Added: Alleghany Corp (Y)

Speece Thorson Capital Group Inc added to a holding in Alleghany Corp by 22.18%. The purchase prices were between $617.55 and $692.74, with an estimated average price of $660.68. The stock is now traded at around $664.920000. The impact to a portfolio due to this purchase was 0.43%. The holding were 17,989 shares as of 2021-09-30.

Sold Out: NOV Inc (NOV)

Speece Thorson Capital Group Inc sold out a holding in NOV Inc. The sale prices were between $12.08 and $15.64, with an estimated average price of $13.52.

Sold Out: Mercury General Corp (MCY)

Speece Thorson Capital Group Inc sold out a holding in Mercury General Corp. The sale prices were between $55.67 and $65.75, with an estimated average price of $59.8.



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