13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000900169-25-000001
Total Value
$506,904
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FMC CORP | FMC | 456,509 | $22,191 | 4.38% |
| 2 | WHITE MOUNT INS GRP LTD | G9618E107 | 11,340 | $22,057 | 4.35% |
| 3 | RPM INTL INC | 749685103 | 168,312 | $20,712 | 4.09% |
| 4 | ZIMMER HLDGS INC | ZBH | 181,800 | $19,204 | 3.79% |
| 5 | HEXCEL CORP NEW | 428291108 | 290,988 | $18,245 | 3.60% |
| 6 | ARROW ELECTRS INC | 042735100 | 154,949 | $17,528 | 3.46% |
| 7 | TORO CO | TORO | 210,156 | $16,833 | 3.32% |
| 8 | GENTEX CORP | GNTX | 577,238 | $16,584 | 3.27% |
| 9 | SCHEIN HENRY INC | HSIC | 236,915 | $16,394 | 3.23% |
| 10 | M & T BANK CORP | 55261F104 | 83,883 | $15,771 | 3.11% |
| 11 | DAVITA HEALTHCARE PARTNERS | DVA | 105,418 | $15,765 | 3.11% |
| 12 | SMUCKER J M CO | 832696405 | 141,485 | $15,580 | 3.07% |
| 13 | O REILLY AUTOMOTIVE INC | 67103H107 | 12,942 | $15,346 | 3.03% |
| 14 | MUELLER WTR PRODS INC | 624758108 | 677,651 | $15,247 | 3.01% |
| 15 | SONOCO PRODUCTS | 835495102 | 307,680 | $15,030 | 2.97% |
| 16 | COMMERCE BANCSHARES INC | CBSH | 235,189 | $14,655 | 2.89% |
| 17 | WABTEC CORP | 929740108 | 77,074 | $14,613 | 2.88% |
| 18 | STERIS PLC SHS USD | STE | 66,755 | $13,722 | 2.71% |
| 19 | TRACTOR SUPPLY CO | TSCO | 253,898 | $13,472 | 2.66% |
| 20 | CASS INFORMATION SYS INC | CASS | 328,937 | $13,457 | 2.65% |
| 21 | BERKLEY W R CORP | WRB-PH | 228,759 | $13,387 | 2.64% |
| 22 | TELEFLEX INCORPORATED | TFX | 72,778 | $12,953 | 2.56% |
| 23 | KEYSIGHT TECHNOLOGIES INC | KEYS | 80,198 | $12,882 | 2.54% |
| 24 | NORTHERN TRUST CORP | NTRSO | 121,236 | $12,427 | 2.45% |
| 25 | C H ROBINSON WORLDWIDE INC | CHRW | 119,868 | $12,385 | 2.44% |
| 26 | MOHAWK INDS INC | 608190104 | 98,062 | $11,682 | 2.30% |
| 27 | BROWN & BROWN INC | BRO | 113,304 | $11,559 | 2.28% |
| 28 | LABORATORY CORP AMER HLDGS COM | LH | 48,287 | $11,073 | 2.18% |
| 29 | WERNER ENTERPRISES INC | WERN | 298,376 | $10,718 | 2.11% |
| 30 | MGE ENERGY INC | MGEE | 111,176 | $10,446 | 2.06% |
| 31 | DEVON ENERGY CORP NEW | 25179M103 | 314,770 | $10,302 | 2.03% |
| 32 | IDEX CORP | 45167R104 | 48,224 | $10,093 | 1.99% |
| 33 | CABLE ONE INC | CABO | 26,292 | $9,521 | 1.88% |
| 34 | CASEYS GEN STORES INC | 147528103 | 23,385 | $9,266 | 1.83% |
| 35 | APTARGROUP INC | ATR | 51,778 | $8,134 | 1.60% |
| 36 | LEGGETT & PLATT INC | LEG | 248,773 | $2,388 | 0.47% |
| 37 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,646 | 0.32% |
| 38 | EATON CORP PLC SHS | ETN | 4,026 | $1,336 | 0.26% |
| 39 | MERCURY GEN CORP NEW | 589400100 | 15,157 | $1,008 | 0.20% |
| 40 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $950 | 0.19% |
| 41 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $342 | 0.07% |