13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q2 2024 · Filed July 29, 2024 · Accession 0000900169-24-000003
Total Value
$488,971
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FMC CORP | FMC | 424,609 | $24,436 | 5.00% |
| 2 | WHITE MOUNT INS GRP LTD | G9618E107 | 11,431 | $20,775 | 4.25% |
| 3 | ZIMMER HLDGS INC | ZBH | 183,284 | $19,892 | 4.07% |
| 4 | RPM INTL INC | 749685103 | 169,659 | $18,269 | 3.74% |
| 5 | M & T BANK CORP | 55261F104 | 118,311 | $17,908 | 3.66% |
| 6 | GENTEX CORP | GNTX | 501,641 | $16,910 | 3.46% |
| 7 | ARROW ELECTRS INC | 042735100 | 137,148 | $16,562 | 3.39% |
| 8 | MOHAWK INDS INC | 608190104 | 143,944 | $16,351 | 3.34% |
| 9 | STERIS PLC SHS USD | STE | 67,301 | $14,775 | 3.02% |
| 10 | DAVITA HEALTHCARE PARTNERS | DVA | 106,380 | $14,741 | 3.01% |
| 11 | MUELLER WTR PRODS INC | 624758108 | 792,669 | $14,205 | 2.91% |
| 12 | TRACTOR SUPPLY CO | TSCO | 51,185 | $13,820 | 2.83% |
| 13 | O REILLY AUTOMOTIVE INC | 67103H107 | 13,052 | $13,784 | 2.82% |
| 14 | C H ROBINSON WORLDWIDE INC | CHRW | 155,907 | $13,739 | 2.81% |
| 15 | NORTHERN TRUST CORP | NTRSO | 161,795 | $13,588 | 2.78% |
| 16 | DEVON ENERGY CORP NEW | 25179M103 | 279,947 | $13,269 | 2.71% |
| 17 | HEXCEL CORP NEW | 428291108 | 211,913 | $13,234 | 2.71% |
| 18 | SONOCO PRODUCTS | 835495102 | 258,043 | $13,088 | 2.68% |
| 19 | SCHEIN HENRY INC | HSIC | 196,615 | $12,603 | 2.58% |
| 20 | COMMERCE BANCSHARES INC | CBSH | 225,635 | $12,586 | 2.57% |
| 21 | SMUCKER J M CO | 832696405 | 113,922 | $12,422 | 2.54% |
| 22 | WABTEC CORP | 929740108 | 77,797 | $12,296 | 2.51% |
| 23 | BERKLEY W R CORP | WRB-PH | 230,978 | $12,100 | 2.47% |
| 24 | CASEYS GEN STORES INC | 147528103 | 29,391 | $11,214 | 2.29% |
| 25 | TORO CO | TORO | 115,985 | $10,846 | 2.22% |
| 26 | WERNER ENTERPRISES INC | WERN | 300,851 | $10,779 | 2.20% |
| 27 | BROWN & BROWN INC | BRO | 114,204 | $10,211 | 2.09% |
| 28 | TELEFLEX INCORPORATED | TFX | 48,046 | $10,106 | 2.07% |
| 29 | LABORATORY CORP AMER HLDGS COM | LH | 48,797 | $9,931 | 2.03% |
| 30 | IDEX CORP | 45167R104 | 48,592 | $9,777 | 2.00% |
| 31 | CASS INFORMATION SYS INC | CASS | 222,081 | $8,899 | 1.82% |
| 32 | KEYSIGHT TECHNOLOGIES INC | KEYS | 62,667 | $8,570 | 1.75% |
| 33 | MGE ENERGY INC | MGEE | 112,053 | $8,373 | 1.71% |
| 34 | CABLE ONE INC | CABO | 21,954 | $7,772 | 1.59% |
| 35 | MERCURY GEN CORP NEW | 589400100 | 140,118 | $7,446 | 1.52% |
| 36 | APTARGROUP INC | ATR | 52,204 | $7,351 | 1.50% |
| 37 | LEGGETT & PLATT INC | LEG | 617,883 | $7,081 | 1.45% |
| 38 | PLEXUS CORP | PLXS | 50,498 | $5,210 | 1.07% |
| 39 | EATON CORP PLC SHS | ETN | 4,026 | $1,262 | 0.26% |
| 40 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,255 | 0.26% |
| 41 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $1,239 | 0.25% |
| 42 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $296 | 0.06% |