SPEECE THORSON CAPITAL GROUP INC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$506.9M
Holdings
41
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FMCFMC CORP | 456,509 | $22.2M | 4.38% | |
| 2 | WTMWHITE MOUNT INS GRP LTD | 11,340 | $22.1M | 4.35% | |
| 3 | RPMRPM INTL INC | 168,312 | $20.7M | 4.09% | |
| 4 | ZBHZIMMER HLDGS INC | 181,800 | $19.2M | 3.79% | |
| 5 | HXLHEXCEL CORP NEW | 290,988 | $18.2M | 3.60% | |
| 6 | ARWARROW ELECTRS INC | 154,949 | $17.5M | 3.46% | |
| 7 | TTCTORO CO | 210,156 | $16.8M | 3.32% | |
| 8 | GNTXGENTEX CORP | 577,238 | $16.6M | 3.27% | |
| 9 | HSICSCHEIN HENRY INC | 236,915 | $16.4M | 3.23% | |
| 10 | MTBM & T BANK CORP | 83,883 | $15.8M | 3.11% | |
| 11 | DVADAVITA HEALTHCARE PARTNERS | 105,418 | $15.8M | 3.11% | |
| 12 | SJMSMUCKER J M CO | 141,485 | $15.6M | 3.07% | |
| 13 | ORLYO REILLY AUTOMOTIVE INC | 12,942 | $15.3M | 3.03% | |
| 14 | JT5MUELLER WTR PRODS INC | 677,651 | $15.2M | 3.01% | |
| 15 | SONSONOCO PRODUCTS | 307,680 | $15.0M | 2.97% | |
| 16 | CBSHCOMMERCE BANCSHARES INC | 235,189 | $14.7M | 2.89% | |
| 17 | WABWABTEC CORP | 77,074 | $14.6M | 2.88% | |
| 18 | STESTERIS PLC SHS USD | 66,755 | $13.7M | 2.71% | |
| 19 | TSCOTRACTOR SUPPLY CO | 253,898 | $13.5M | 2.66% | |
| 20 | CASSCASS INFORMATION SYS INC | 328,937 | $13.5M | 2.65% | |
| 21 | WRBBERKLEY W R CORP | 228,759 | $13.4M | 2.64% | |
| 22 | TFXTELEFLEX INCORPORATED | 72,778 | $13.0M | 2.56% | |
| 23 | KEYSKEYSIGHT TECHNOLOGIES INC | 80,198 | $12.9M | 2.54% | |
| 24 | NTRSNORTHERN TRUST CORP | 121,236 | $12.4M | 2.45% | |
| 25 | CHRWC H ROBINSON WORLDWIDE INC | 119,868 | $12.4M | 2.44% | |
| 26 | MHKMOHAWK INDS INC | 98,062 | $11.7M | 2.30% | |
| 27 | BROBROWN & BROWN INC | 113,304 | $11.6M | 2.28% | |
| 28 | LHLABORATORY CORP AMER HLDGS COM | 48,287 | $11.1M | 2.18% | |
| 29 | WERNWERNER ENTERPRISES INC | 298,376 | $10.7M | 2.11% | |
| 30 | MG1MGE ENERGY INC | 111,176 | $10.4M | 2.06% | |
| 31 | DVNDEVON ENERGY CORP NEW | 314,770 | $10.3M | 2.03% | |
| 32 | IEXIDEX CORP | 48,224 | $10.1M | 1.99% | |
| 33 | CABOCABLE ONE INC | 26,292 | $9.5M | 1.88% | |
| 34 | CASYCASEYS GEN STORES INC | 23,385 | $9.3M | 1.83% | |
| 35 | ATRAPTARGROUP INC | 51,778 | $8.1M | 1.60% | |
| 36 | LEGLEGGETT & PLATT INC | 248,773 | $2.4M | 0.47% | |
| 37 | WSMWILLIAMS SONOMA INC | 8,888 | $1.6M | 0.32% | |
| 38 | ETNEATON CORP PLC SHS | 4,026 | $1.3M | 0.26% | |
| 39 | MCYMERCURY GEN CORP NEW | 15,157 | $1.0M | 0.20% | |
| 40 | IEIINSIGHT ENTERPRISES INC | 6,244 | $950K | 0.19% | |
| 41 | PGRPROGRESSIVE CORP OHIO | 1,426 | $342K | 0.07% |