SPEECE THORSON CAPITAL GROUP INC - Q1 2022 holdings

$467 Million is the total value of SPEECE THORSON CAPITAL GROUP INC's 39 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q1 2022
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-04
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LEGGETT & PLATT INC42Q3 20236.6%
M & T BANK CORP42Q3 20236.2%
WHITE MOUNT INS GRP LTD42Q3 20235.0%
SONOCO PRODUCTS42Q3 20234.7%
LABORATORY CORP AMER HLDGS42Q3 20234.1%
SMUCKER J M CO42Q3 20234.6%
NORTHERN TRUST CORP42Q3 20234.0%
EATON CORP PLC SHS42Q3 20234.6%
CASEYS GEN STORES INC42Q3 20234.2%
ZIMMER HLDGS INC42Q3 20235.9%

View SPEECE THORSON CAPITAL GROUP INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-23
13F-HR2023-11-20
13F-HR2023-08-03
13F-HR2023-05-04
13F-HR2023-02-09
13F-HR2022-11-03
13F-HR2022-07-28
13F-HR2022-05-04
13F-HR2022-02-08
13F-HR2021-10-28

View SPEECE THORSON CAPITAL GROUP INC's complete filings history.

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