SPEECE THORSON CAPITAL GROUP INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
ST SPEECE THORSON CAPITAL GROUP INC | Institutional Filer | ▲ 106450.25% | $467.7M | 37 |
Current Portfolio Holdings
Showing all 37 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CBSH | Commerce Bancshares, Inc. | Financial Services | 332K | $19.2M | 4.10% |
| 2 | WTM | White Mountains Insurance Group, Ltd. | Financial Services | 9K | $19.1M | 4.08% |
| 3 | MGEE | MGE Energy, Inc. | Utilities | 229K | $18.6M | 3.99% |
| 4 | CASS | Cass Information Systems, Inc. | Financial Services | 347K | $17.8M | 3.81% |
| 5 | STE | STERIS plc | Healthcare | 84K | $17.8M | 3.80% |
| 6 | SON | Sonoco Products Company | Basic Materials | 300K | $16.9M | 3.62% |
| 7 | MSA | MSA Safety Incorporated | Industrials | 97K | $16.9M | 3.61% |
| 8 | RPM | RPM International Inc. | Basic Materials | 142K | $15.8M | 3.38% |
| 9 | HXL | Hexcel Corporation | Industrials | 152K | $15.3M | 3.26% |
| 10 | LH | Labcorp Holdings Inc. | Healthcare | 54K | $15.2M | 3.26% |
| 11 | MTB | M&T Bank Corporation | Financial Services | 64K | $15.2M | 3.25% |
| 12 | ATR | AptarGroup, Inc. | Healthcare | 121K | $15.2M | 3.25% |
| 13 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 164K | $15.1M | 3.23% |
| 14 | GNTX | Gentex Corporation | Consumer Cyclical | 597K | $15.1M | 3.23% |
| 15 | IEX | IDEX Corporation | Industrials | 66K | $14.9M | 3.18% |
Showing 1 to 15 of 37 holdings