13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q1 2023 · Filed February 9, 2023 · Accession 0000900169-23-000002
Total Value
$465,985
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZIMMER HLDGS INC | ZBH | 216,045 | $27,546 | 5.91% |
| 2 | LEGGETT & PLATT INC | LEG | 750,000 | $24,173 | 5.19% |
| 3 | WHITE MOUNT INS GRP LTD | G9618E107 | 15,373 | $21,742 | 4.67% |
| 4 | O REILLY AUTOMOTIVE INC | 67103H107 | 21,464 | $18,116 | 3.89% |
| 5 | M & T BANK CORP | 55261F104 | 112,545 | $16,326 | 3.50% |
| 6 | MUELLER WTR PRODS INC | 624758108 | 1,476,533 | $15,887 | 3.41% |
| 7 | LABORATORY CORP AMER HLDGS | 50540R409 | 65,809 | $15,497 | 3.33% |
| 8 | STERIS PLC SHS USD | STE | 80,648 | $14,895 | 3.20% |
| 9 | ARROW ELECTRS INC | 042735100 | 137,903 | $14,421 | 3.09% |
| 10 | DEVON ENERGY CORP NEW | 25179M103 | 233,016 | $14,333 | 3.08% |
| 11 | SMUCKER J M CO | 832696405 | 88,901 | $14,087 | 3.02% |
| 12 | MASONITE INTL CORP NEW | 575385109 | 174,278 | $14,049 | 3.01% |
| 13 | SONOCO PRODUCTS | 835495102 | 230,376 | $13,986 | 3.00% |
| 14 | MOHAWK INDS INC | 608190104 | 131,328 | $13,424 | 2.88% |
| 15 | FMC CORP | FMC | 107,545 | $13,422 | 2.88% |
| 16 | NORTHERN TRUST CORP | NTRSO | 145,464 | $12,872 | 2.76% |
| 17 | CASEYS GEN STORES INC | 147528103 | 55,626 | $12,480 | 2.68% |
| 18 | RPM INTL INC | 749685103 | 127,319 | $12,407 | 2.66% |
| 19 | TRACTOR SUPPLY CO | TSCO | 54,056 | $12,161 | 2.61% |
| 20 | GENTEX CORP | GNTX | 436,381 | $11,900 | 2.55% |
| 21 | IDEX CORP | 45167R104 | 50,310 | $11,487 | 2.47% |
| 22 | INSIGHT ENTERPRISES INC | NSIT | 114,127 | $11,444 | 2.46% |
| 23 | DAVITA HEALTHCARE PARTNERS | DVA | 152,129 | $11,359 | 2.44% |
| 24 | WERNER ENTERPRISES INC | WERN | 265,267 | $10,680 | 2.29% |
| 25 | MERCURY GEN CORP NEW | 589400100 | 304,179 | $10,403 | 2.23% |
| 26 | WABTEC CORP | 929740108 | 96,995 | $9,681 | 2.08% |
| 27 | COMMERCE BANCSHARES INC | CBSH | 138,875 | $9,453 | 2.03% |
| 28 | WILLIAMS SONOMA INC | WSM | 81,505 | $9,367 | 2.01% |
| 29 | APTARGROUP INC | ATR | 82,898 | $9,117 | 1.96% |
| 30 | BROWN & BROWN INC | BRO | 159,310 | $9,076 | 1.95% |
| 31 | HEXCEL CORP NEW | 428291108 | 154,066 | $9,067 | 1.95% |
| 32 | SCHEIN HENRY INC | HSIC | 112,361 | $8,974 | 1.93% |
| 33 | EATON CORP PLC SHS | ETN | 56,726 | $8,903 | 1.91% |
| 34 | C H ROBINSON WORLDWIDE INC | CHRW | 95,529 | $8,747 | 1.88% |
| 35 | KEYSIGHT TECHNOLOGIES INC | KEYS | 50,558 | $8,649 | 1.86% |
| 36 | BERKLEY W R CORP | WRB-PH | 75,823 | $5,502 | 1.18% |
| 37 | PROGRESSIVE CORP OHIO | 743315103 | 2,710 | $352 | 0.08% |