$447 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 40 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Y | New | ALLEGHANY CORP DEL | $17,506,000 | – | 28,788 | +100.0% | 3.92% | – |
ARW | New | ARROW ELECTRS INC | $13,623,000 | – | 191,066 | +100.0% | 3.05% | – |
BBBY | New | BED BATH & BEYOND INC | $13,451,000 | – | 330,987 | +100.0% | 3.01% | – |
ATR | New | APTARGROUP INC | $10,646,000 | – | 144,939 | +100.0% | 2.38% | – |
AVT | New | AVNET INC | $10,472,000 | – | 219,949 | +100.0% | 2.34% | – |
WRB | New | BERKLEY W R CORP | $9,515,000 | – | 143,066 | +100.0% | 2.13% | – |
BCR | New | BARD C R INC | $8,004,000 | – | 35,628 | +100.0% | 1.79% | – |
ESV | New | ENSCO PLC SHS CLASS A | $185,000 | – | 19,000 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-26
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.