$402 Billion is the total value of SPEECE THORSON CAPITAL GROUP INC's 42 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -86,894 | -100.0% | -1.07% | – |
| WRB | Exit | BERKLEY W R CORP | $0 | – | -152,061 | -100.0% | -1.90% | – |
| ARW | Exit | ARROW ELECTRS INC | $0 | – | -164,376 | -100.0% | -2.21% | – |
| AVT | Exit | AVNET INC | $0 | – | -234,381 | -100.0% | -2.32% | – |
| ATR | Exit | APTARGROUP INC | $0 | – | -154,138 | -100.0% | -2.36% | – |
| ABM | Exit | ABM INDS INC | $0 | – | -307,934 | -100.0% | -2.43% | – |
| BCR | Exit | BARD C R INC | $0 | – | -77,815 | -100.0% | -3.19% | – |
| BBBY | Exit | BED BATH & BEYOND INC | $0 | – | -208,660 | -100.0% | -3.46% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | -40,167 | -100.0% | -4.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-26
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.