$503 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 39 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVA | Buy | DAVITA HEALTHCARE PARTNERS | $23,743,000 | +24.5% | 328,621 | +2.3% | 4.72% | +18.8% |
| LEG | Buy | LEGGETT & PLATT INC | $20,863,000 | +5.7% | 437,104 | +5.7% | 4.14% | +0.9% |
| MLHR | Buy | MILLER HERMAN INC | $18,665,000 | +16.4% | 466,034 | +4.3% | 3.71% | +11.1% |
| WAB | Buy | WABTEC CORP | $16,220,000 | +108.6% | 199,192 | +94.1% | 3.22% | +99.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $16,146,000 | +30.4% | 390,001 | +15.6% | 3.21% | +24.4% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC | $11,299,000 | +123.3% | 46,973 | +99.9% | 2.24% | +113.0% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $8,754,000 | +0.8% | 156,763 | +4.3% | 1.74% | -3.8% |
| HRL | New | HORMEL FOODS CORP | $8,652,000 | – | 237,744 | +100.0% | 1.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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.