$362 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 41 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTM | Buy | WHITE MOUNT INS GRP LTD | $16,228,000 | +9.5% | 28,590 | +10.9% | 4.49% | +3.8% |
| VAR | Buy | VARIAN MED SYS INC | $12,527,000 | +29.0% | 167,625 | +16.4% | 3.46% | +22.3% |
| UPLMQ | Buy | ULTRA PETROLEUM CORP | $10,849,000 | +52.2% | 527,410 | +46.6% | 3.00% | +44.2% |
| PNY | Buy | PIEDMONT NAT'L GAS CO INC. | $10,771,000 | +19.2% | 327,600 | +22.3% | 2.98% | +13.0% |
| VMI | Buy | VALMONT INDS INC | $8,950,000 | +158.4% | 64,430 | +166.2% | 2.48% | +145.0% |
| WERN | Buy | WERNER ENTERPRISES INC | $8,384,000 | +21.0% | 359,380 | +25.4% | 2.32% | +14.7% |
| STE | Buy | STERIS CORP | $7,063,000 | +40.0% | 164,410 | +39.7% | 1.95% | +32.7% |
| ABM | New | ABM INDS INC | $4,223,000 | – | 158,645 | +100.0% | 1.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LEGGETT & PLATT INC | 42 | Q3 2023 | 6.6% |
| M & T BANK CORP | 42 | Q3 2023 | 6.2% |
| WHITE MOUNT INS GRP LTD | 42 | Q3 2023 | 5.0% |
| SONOCO PRODUCTS | 42 | Q3 2023 | 4.7% |
| LABORATORY CORP AMER HLDGS | 42 | Q3 2023 | 4.1% |
| SMUCKER J M CO | 42 | Q3 2023 | 4.6% |
| NORTHERN TRUST CORP | 42 | Q3 2023 | 4.0% |
| EATON CORP PLC SHS | 42 | Q3 2023 | 4.6% |
| CASEYS GEN STORES INC | 42 | Q3 2023 | 4.2% |
| ZIMMER HLDGS INC | 42 | Q3 2023 | 5.9% |
View SPEECE THORSON CAPITAL GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-11-20 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-08 |
View SPEECE THORSON CAPITAL GROUP INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.