$380 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 39 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTM | Buy | WHITE MOUNT INS GRP LTD | $17,974,000 | +5.8% | 29,961 | +6.4% | 4.74% | +5.1% |
| PNY | Buy | PIEDMONT NAT'L GAS CO INC. | $16,963,000 | +22.2% | 479,321 | +14.5% | 4.47% | +21.4% |
| NEBLQ | Buy | NOBLE CORP PLC SHS USD | $15,639,000 | +0.2% | 477,668 | +14.7% | 4.12% | -0.4% |
| Buy | ALLEGHANY CORP DEL | $14,001,000 | +23.5% | 34,369 | +21.3% | 3.69% | +22.7% | |
| CASY | Buy | CASEYS GEN STORES INC | $13,442,000 | +16.8% | 198,873 | +21.4% | 3.54% | +16.1% |
| LEG | Buy | LEGGETT & PLATT INC | $13,315,000 | +26.4% | 407,923 | +19.9% | 3.51% | +25.6% |
| SJM | Buy | SMUCKER J M CO | $11,790,000 | +28.9% | 121,243 | +37.3% | 3.11% | +28.0% |
| STE | Buy | STERIS CORP | $11,579,000 | +48.7% | 242,500 | +49.6% | 3.05% | +47.7% |
| MTB | Buy | M & T BANK CORP | $10,444,000 | +28.3% | 86,097 | +23.1% | 2.75% | +27.5% |
| Buy | BED BATH & BEYOND INC | $9,579,000 | +123.0% | 139,230 | +160.3% | 2.52% | +121.6% | |
| PGR | Buy | PROGRESSIVE CORP OHIO | $9,487,000 | +28.7% | 391,713 | +44.9% | 2.50% | +27.9% |
| MCY | Buy | MERCURY GEN CORP NEW | $5,833,000 | -4.1% | 129,384 | +5.8% | 1.54% | -4.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-23
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.