$461 Billion is the total value of SPEECE THORSON CAPITAL GROUP INC's 44 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTM | Sell | WHITE MOUNT INS GRP LTD | $15,430,000 | -6.2% | 18,325 | -10.6% | 3.35% | -9.4% |
| ETN | Sell | EATON CORP PLC SHS | $14,675,000 | -15.2% | 245,682 | -11.2% | 3.18% | -18.0% |
| SJM | Sell | SMUCKER J M CO | $11,358,000 | -1.1% | 74,524 | -15.7% | 2.46% | -4.4% |
| Sell | BARD C R INC | $11,274,000 | -2.7% | 47,940 | -16.1% | 2.45% | -6.0% | |
| VMI | Sell | VALMONT INDS INC | $9,037,000 | -11.3% | 66,805 | -18.8% | 1.96% | -14.3% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $5,759,000 | -17.9% | 77,567 | -17.9% | 1.25% | -20.6% |
| Sell | ABM INDS INC | $5,708,000 | -16.9% | 156,463 | -26.4% | 1.24% | -19.7% | |
| MTSC | Sell | MTS SYS CORP | $220,000 | -96.2% | 5,019 | -94.8% | 0.05% | -96.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-26
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.