Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
LEGGETT & PLATT INC | 805,751 | +2,674 | $21,087 |
LEG | 805,751 | +2,674 | $21,087 |
M & T BANK CORP | 147,660 | +634 | $20,241 |
MTB | 147,660 | +634 | $20,241 |
WHITE MOUNT INS GRP LTD | 13,001 | +86 | $19,567 |
WTM | 13,001 | +86 | $19,567 |
RPM INTL INC | 175,030 | +1,147 | $19,539 |
RPM | 175,030 | +1,147 | $19,539 |
ZIMMER HLDGS INC | 158,202 | +19,144 | $19,253 |
ZBH | 158,202 | +19,144 | $19,253 |
O REILLY AUTOMOTIVE INC | 18,250 | +77 | $17,339 |
ORLY | 18,250 | +77 | $17,339 |
GENTEX CORP | 517,623 | +3,414 | $16,906 |
GNTX | 517,623 | +3,414 | $16,906 |
NORTHERN TRUST CORP | 191,829 | +1,188 | $16,187 |
NTRS | 191,829 | +1,188 | $16,187 |
WABTEC CORP | 121,316 | +787 | $15,395 |
WAB | 121,316 | +787 | $15,395 |
STERIS PLC SHS USD | 69,391 | -8,914 | $15,256 |
STE | 69,391 | -8,914 | $15,256 |
SONOCO PRODUCTS | 266,036 | +41,006 | $14,863 |
SON | 266,036 | +41,006 | $14,863 |
FMC CORP | 234,614 | +52,439 | $14,792 |
FMC | 234,614 | +52,439 | $14,792 |
ARROW ELECTRS INC | 117,073 | +1,900 | $14,312 |
ARW | 117,073 | +1,900 | $14,312 |
MUELLER WTR PRODS INC | 983,831 | +6,294 | $14,167 |
MWA | 983,831 | +6,294 | $14,167 |
BERKLEY W R CORP | 196,845 | +901 | $13,921 |
WRB | 196,845 | +901 | $13,921 |
DAVITA HEALTHCARE PARTNERS | 128,822 | -19,851 | $13,495 |
DVA | 128,822 | -19,851 | $13,495 |
MOHAWK INDS INC | 129,223 | +862 | $13,375 |
MHK | 129,223 | +862 | $13,375 |
HEXCEL CORP NEW | 179,670 | +74,957 | $13,251 |
HXL | 179,670 | +74,957 | $13,251 |
DEVON ENERGY CORP NEW | 289,387 | +1,116 | $13,109 |
DVN | 289,387 | +1,116 | $13,109 |
SCHEIN HENRY INC | 172,863 | +1,282 | $13,087 |
HSIC | 172,863 | +1,282 | $13,087 |
KEYSIGHT TECHNOLOGIES INC | 81,636 | +1,251 | $12,987 |
KEYS | 81,636 | +1,251 | $12,987 |
COMMERCE BANCSHARES INC (CBSH) | 232,774 | +63,266 | $12,432 |
CBSH | 232,774 | +63,266 | $12,432 |
LABORATORY CORP AMER HLDGS | 54,436 | -9,493 | $12,373 |
LH | 54,436 | -9,493 | $12,373 |
MERCURY GEN CORP NEW | 323,245 | -60,490 | $12,060 |
MCY | 323,245 | -60,490 | $12,060 |
TRACTOR SUPPLY CO | 52,808 | +238 | $11,355 |
TSCO | 52,808 | +238 | $11,355 |
C H ROBINSON WORLDWIDE INC | 127,825 | +921 | $11,043 |
CHRW | 127,825 | +921 | $11,043 |
IDEX CORP | 50,102 | +936 | $10,878 |
IEX | 50,102 | +936 | $10,878 |
WERNER ENTERPRISES INC | 252,823 | +40,548 | $10,712 |
WERN | 252,823 | +40,548 | $10,712 |
APTARGROUP INC | 81,385 | +579 | $10,061 |
ATR | 81,385 | +579 | $10,061 |
BROWN & BROWN INC | 139,077 | +936 | $9,890 |
BRO | 139,077 | +936 | $9,890 |
CABLE ONE INC | 17,699 | +3,823 | $9,851 |
CABO | 17,699 | +3,823 | $9,851 |
SMUCKER J M CO | 72,606 | +499 | $9,176 |
SJM | 72,606 | +499 | $9,176 |
WILLIAMS SONOMA INC | 41,499 | -10,755 | $8,374 |
WSM | 41,499 | -10,755 | $8,374 |
CASEYS GEN STORES INC | 30,269 | +175 | $8,316 |
CASY | 30,269 | +175 | $8,316 |
TELEFLEX INCORPORATED | 28,455 | +274 | $7,095 |
TFX | 28,455 | +274 | $7,095 |
MGE ENERGY INC | 84,985 | +84,985 | $6,145 |
MGEE | 84,985 | +84,985 | $6,145 |
CASS INFORMATION SYS INC | 53,984 | +53,984 | $2,432 |
CASS | 53,984 | +53,984 | $2,432 |
INSIGHT ENTERPRISES INC | 6,421 | -349 | $1,138 |
NSIT | 6,421 | -349 | $1,138 |
EATON CORP PLC SHS | 4,185 | -32,120 | $1,008 |
ETN | 4,185 | -32,120 | $1,008 |
MASONITE INTL CORP NEW | 10,159 | -140,840 | $860 |
DOOR | 10,159 | -140,840 | $860 |
See Full List: All Stocks Held By Speece Thorson Capital Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Speece Thorson Capital Group Inc.
Size ($ in 1000's)
At 12/31/2023: $487,728 At 09/30/2023: $453,577 Speece Thorson Capital Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Speece Thorson Capital Group Inc. 13F filings. Link to 13F filings: SEC filings |