Filer Name: SPEECE THORSON CAPITAL GROUP INC
CIK: 900169
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 41
Portfolio Value: $0.51B

Speece Thorson Capital Group Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FMC US FMC CORP 456,509 $22M 4.38% 7.7% -
WTM US WHITE MOUNTAINS INSURANCE GP 11,340 $22M 4.35% -0.5% -
RPM US RPM INTERNATIONAL INC 168,312 $21M 4.09% -0.5% -
ZBH US ZIMMER BIOMET HOLDINGS INC 181,800 $19M 3.79% -0.5% -
HXL US HEXCEL CORP 290,988 $18M 3.60% 18.8% -
ARW US ARROW ELECTRONICS INC 154,949 $18M 3.46% 13.3% -
TTC US TORO CO 210,156 $17M 3.32% 45.5% -
GNTX US GENTEX CORP 577,238 $17M 3.27% -0.5% -
HSIC US HENRY SCHEIN INC 236,915 $16M 3.23% 0.4% -
DVA US DAVITA INC 105,418 $16M 3.11% -0.6% -
MTB US M & T BANK CORP 83,883 $16M 3.11% -16.4% -
SJM US JM SMUCKER CO/THE 141,485 $16M 3.07% 24.5% -
ORLY US O'REILLY AUTOMOTIVE INC 12,942 $15M 3.03% -0.5% -
MWA US MUELLER WATER PRODUCTS INC-A 677,651 $15M 3.01% -0.5% -
SON US SONOCO PRODUCTS CO 307,680 $15M 2.97% 0.6% -
CBSH US COMMERCE BANCSHARES INC 235,189 $15M 2.89% 4.5% -
WAB US WABTEC CORP 77,074 $15M 2.88% -0.6% -
STE US STERIS PLC 66,755 $14M 2.71% -0.5% -
TSCO US TRACTOR SUPPLY COMPANY 253,898 $13M 2.66% 397.4% -
CASS US CASS INFORMATION SYSTEMS INC 328,937 $13M 2.65% 7.7% -
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