13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0000900169-24-000002
Total Value
$517,373
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WHITE MOUNT INS GRP LTD | G9618E107 | 13,751 | $24,673 | 4.77% |
| 2 | ZIMMER HLDGS INC | ZBH | 156,157 | $20,610 | 3.98% |
| 3 | RPM INTL INC | 749685103 | 172,735 | $20,547 | 3.97% |
| 4 | M & T BANK CORP | 55261F104 | 129,093 | $18,775 | 3.63% |
| 5 | GENTEX CORP | GNTX | 510,849 | $18,452 | 3.57% |
| 6 | ARROW ELECTRS INC | 042735100 | 139,743 | $18,091 | 3.50% |
| 7 | MOHAWK INDS INC | 608190104 | 127,545 | $16,694 | 3.23% |
| 8 | MUELLER WTR PRODS INC | 624758108 | 971,528 | $15,632 | 3.02% |
| 9 | LEGGETT & PLATT INC | LEG | 805,021 | $15,416 | 2.98% |
| 10 | STERIS PLC SHS USD | STE | 68,509 | $15,402 | 2.98% |
| 11 | SONOCO PRODUCTS | 835495102 | 262,624 | $15,190 | 2.94% |
| 12 | O REILLY AUTOMOTIVE INC | 67103H107 | 13,284 | $14,996 | 2.90% |
| 13 | DAVITA HEALTHCARE PARTNERS | DVA | 108,520 | $14,981 | 2.90% |
| 14 | FMC CORP | FMC | 231,484 | $14,746 | 2.85% |
| 15 | NORTHERN TRUST CORP | NTRSO | 164,732 | $14,648 | 2.83% |
| 16 | WABTEC CORP | 929740108 | 99,920 | $14,556 | 2.81% |
| 17 | DEVON ENERGY CORP NEW | 25179M103 | 285,497 | $14,326 | 2.77% |
| 18 | BERKLEY W R CORP | WRB-PH | 157,025 | $13,887 | 2.68% |
| 19 | TRACTOR SUPPLY CO | TSCO | 52,121 | $13,641 | 2.64% |
| 20 | HEXCEL CORP NEW | 428291108 | 177,308 | $12,917 | 2.50% |
| 21 | SCHEIN HENRY INC | HSIC | 170,568 | $12,881 | 2.49% |
| 22 | MERCURY GEN CORP NEW | 589400100 | 244,232 | $12,602 | 2.44% |
| 23 | COMMERCE BANCSHARES INC | CBSH | 229,709 | $12,221 | 2.36% |
| 24 | C H ROBINSON WORLDWIDE INC | CHRW | 158,744 | $12,087 | 2.34% |
| 25 | IDEX CORP | 45167R104 | 49,460 | $12,069 | 2.33% |
| 26 | BROWN & BROWN INC | BRO | 137,281 | $12,018 | 2.32% |
| 27 | WERNER ENTERPRISES INC | WERN | 306,242 | $11,980 | 2.32% |
| 28 | LABORATORY CORP AMER HLDGS | 50540R409 | 53,751 | $11,742 | 2.27% |
| 29 | SMUCKER J M CO | 832696405 | 92,484 | $11,641 | 2.25% |
| 30 | APTARGROUP INC | ATR | 80,327 | $11,558 | 2.23% |
| 31 | KEYSIGHT TECHNOLOGIES INC | KEYS | 63,812 | $9,979 | 1.93% |
| 32 | CASEYS GEN STORES INC | 147528103 | 29,927 | $9,530 | 1.84% |
| 33 | CABLE ONE INC | CABO | 22,360 | $9,461 | 1.83% |
| 34 | MGE ENERGY INC | MGEE | 114,143 | $8,985 | 1.74% |
| 35 | TELEFLEX INCORPORATED | TFX | 36,121 | $8,169 | 1.58% |
| 36 | CASS INFORMATION SYS INC | CASS | 158,801 | $7,649 | 1.48% |
| 37 | TORO CO | TORO | 81,870 | $7,502 | 1.45% |
| 38 | PLEXUS CORP COM | PLXS | 16,997 | $1,612 | 0.31% |
| 39 | WILLIAMS SONOMA INC | WSM | 4,528 | $1,438 | 0.28% |
| 40 | EATON CORP PLC SHS | ETN | 4,185 | $1,309 | 0.25% |
| 41 | MASONITE INTL CORP NEW | 575385109 | 9,829 | $1,292 | 0.25% |
| 42 | INSIGHT ENTERPRISES INC | NSIT | 6,321 | $1,173 | 0.23% |
| 43 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $295 | 0.06% |