13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q2 2023 · Filed May 4, 2023 · Accession 0000900169-23-000003
Total Value
$474,614
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZIMMER HLDGS INC | ZBH | 195,855 | $25,304 | 5.33% |
| 2 | LEGGETT & PLATT INC | LEG | 611,780 | $19,504 | 4.11% |
| 3 | MUELLER WTR PRODS INC | 624758108 | 1,296,114 | $18,068 | 3.81% |
| 4 | WHITE MOUNT INS GRP LTD | G9618E107 | 13,095 | $18,038 | 3.80% |
| 5 | O REILLY AUTOMOTIVE INC | 67103H107 | 21,219 | $18,015 | 3.80% |
| 6 | STERIS PLC SHS USD | STE | 89,146 | $17,052 | 3.59% |
| 7 | M & T BANK CORP | 55261F104 | 140,061 | $16,747 | 3.53% |
| 8 | MASONITE INTL CORP NEW | 575385109 | 172,563 | $15,664 | 3.30% |
| 9 | LABORATORY CORP AMER HLDGS | 50540R409 | 65,070 | $14,928 | 3.15% |
| 10 | ARROW ELECTRS INC | 042735100 | 117,015 | $14,612 | 3.08% |
| 11 | GENTEX CORP | GNTX | 520,281 | $14,583 | 3.07% |
| 12 | NORTHERN TRUST CORP | NTRSO | 160,801 | $14,171 | 2.99% |
| 13 | SONOCO PRODUCTS | 835495102 | 227,819 | $13,897 | 2.93% |
| 14 | SMUCKER J M CO | 832696405 | 87,918 | $13,836 | 2.92% |
| 15 | RPM INTL INC | 749685103 | 152,123 | $13,271 | 2.80% |
| 16 | MOHAWK INDS INC | 608190104 | 129,867 | $13,015 | 2.74% |
| 17 | FMC CORP | FMC | 106,298 | $12,982 | 2.74% |
| 18 | DEVON ENERGY CORP NEW | 25179M103 | 249,478 | $12,626 | 2.66% |
| 19 | TRACTOR SUPPLY CO | TSCO | 53,187 | $12,501 | 2.63% |
| 20 | DAVITA HEALTHCARE PARTNERS | DVA | 151,000 | $12,248 | 2.58% |
| 21 | CASEYS GEN STORES INC | 147528103 | 55,022 | $11,910 | 2.51% |
| 22 | INSIGHT ENTERPRISES INC | NSIT | 82,682 | $11,820 | 2.49% |
| 23 | IDEX CORP | 45167R104 | 49,740 | $11,491 | 2.42% |
| 24 | BROWN & BROWN INC | BRO | 194,963 | $11,195 | 2.36% |
| 25 | MERCURY GEN CORP NEW | 589400100 | 319,142 | $10,130 | 2.13% |
| 26 | COMMERCE BANCSHARES INC | CBSH | 171,498 | $10,007 | 2.11% |
| 27 | WILLIAMS SONOMA INC | WSM | 80,579 | $9,803 | 2.07% |
| 28 | WERNER ENTERPRISES INC | WERN | 214,724 | $9,768 | 2.06% |
| 29 | WABTEC CORP | 929740108 | 95,886 | $9,690 | 2.04% |
| 30 | APTARGROUP INC | ATR | 81,954 | $9,686 | 2.04% |
| 31 | EATON CORP PLC SHS | ETN | 56,066 | $9,606 | 2.02% |
| 32 | BERKLEY W R CORP | WRB-PH | 151,974 | $9,462 | 1.99% |
| 33 | C H ROBINSON WORLDWIDE INC | CHRW | 94,438 | $9,384 | 1.98% |
| 34 | SCHEIN HENRY INC | HSIC | 111,079 | $9,057 | 1.91% |
| 35 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49,968 | $8,069 | 1.70% |
| 36 | HEXCEL CORP NEW | 428291108 | 105,998 | $7,234 | 1.52% |
| 37 | TELEFLEX INCORPORATED | TFX | 19,155 | $4,852 | 1.02% |
| 38 | PROGRESSIVE CORP OHIO | 743315103 | 2,710 | $388 | 0.08% |