SPEECE THORSON CAPITAL GROUP INC

13F Portfolio Filings

  • Most recent 13F
    Q3 2024
  • Location
    minnetonka, MN
  • CIK
    0000900169
  • All SEC filings
Q3 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

42

$542.00K
FMC, RPM, ZBH, WHITE MTNS INS GROUP LTD
13F-HR
Nov 5, 2024
000090016924000004

42

$489.00K
FMC, WHITE MTNS INS GROUP LTD, ZBH, RPM
13F-HR
Jul 29, 2024
000090016924000003

43

$518.00K
WHITE MTNS INS GROUP LTD, ZBH, RPM, MTB
13F-HR
Apr 23, 2024
000090016924000002

41

$488.00K
LEG, MTB, WHITE MTNS INS GROUP LTD, RPM
13F-HR
Feb 23, 2024
000090016924000001

39

$454.00K
LEG, WHITE MTNS INS GROUP LTD, MTB, STERIS PLC
13F-HR
Nov 20, 2023
000090016923000005

39

$489.00K
LEG, ZBH, STERIS PLC, MTB
13F-HR
Aug 3, 2023
000090016923000004

38

$475.00K
ZBH, LEG, JT5, WHITE MTNS INS GROUP LTD
13F-HR
May 4, 2023
000090016923000003

37

$466.00K
ZBH, LEG, WHITE MTNS INS GROUP LTD, ORLY
13F-HR
Feb 9, 2023
000090016923000002

38

$438.36M
LEG, ZBH, WHITE MTNS INS GROUP LTD, MTB
13F-HR
Nov 3, 2022
000090016922000004

38

$424.20M
LEG, MTB, ZBH, WHITE MTNS INS GROUP LTD
13F-HR
Jul 28, 2022
000090016922000003

39

$467.50M
MTB, LEG, ZBH, FMC
13F-HR
May 4, 2022
000090016922000002

47

$523.18M
MTB, LEG, DVA, FMC
13F-HR
Feb 8, 2022
000090016922000001

48

$477.50M
MTB, DVA, WHITE MTNS INS GROUP LTD, ARW
13F-HR
Oct 28, 2021
000090016921000004

47

$478.78M
MTB, LEG, DVA, SJM
13F-HR
Aug 10, 2021
000090016921000003

48

$474.96M
MTB, SJM, LEG, ARW
13F-HR
May 13, 2021
000090016921000002

46

$420.55M
MTB, MHK, DVA, LEG
13F-HR
Feb 8, 2021
000090016921000001

46

$377.68M
LEG, VAR, MHK, JT5
13F-HR
Nov 5, 2020
000090016920000004

46

$346.90M
JT5, LEG, SONOCO PRODS CO, MTB
13F-HR
Aug 3, 2020
000090016920000003

44

$290.26M
SONOCO PRODS CO, DVA, SJM, JT5
13F-HR
May 8, 2020
000090016920000002

41

$386.31M
EATON CORP PLC, LEG, MTB, SONOCO PRODS CO
13F-HR
Feb 5, 2020
000090016920000001

40

$374.17M
JT5, LEG, MTB, EATON CORP PLC
13F-HR
Oct 22, 2019
000090016919000005

42

$375.55M
JT5, MTB, DVA, EATON CORP PLC
13F-HR
Jul 30, 2019
000090016919000004

40

$363.57M
DVA, MTB, EATON CORP PLC, LEG
13F-HR
Apr 24, 2019
000090016919000003

41

$333.82M
MTB, EATON CORP PLC, DVA, LEG
RESTATEMENT
Feb 11, 2019
000090016919000002

42

$430.86M
EATON CORP PLC, DVA, LEG, MTB
13F-HR
Oct 31, 2018
000090016918000005

41

$474.55M
LEG, DVA, EATON CORP PLC, NOV
13F-HR
Jul 25, 2018
000090016918000004

40

$471.05M
DVA, LEG, WHITE MTNS INS GROUP LTD, SJM
RESTATEMENT
Apr 26, 2018
000090016918000003

39

$503.32M
DVA, SJM, LEG, MTB
13F-HR
Feb 8, 2018
000090016918000001

39

$480.35M
LEG, CASY, DVA, NOV
13F-HR
Oct 26, 2017
000090016917000004

37

$479.41M
NTRS, LEG, MTB, DVA
13F-HR
Jul 28, 2017
000090016917000003

39

$472.91M
DVA, NOV, Y, MTB
13F-HR
Apr 24, 2017
000090016917000002

40

$447.07M
MTB, Y, DVA, NTRS
13F-HR
Jan 26, 2017
000090016917000001

44

$466.00M
MTB, EATON CORP PLC, NTRS, Y
13F-HR
Oct 31, 2016
000090016916000008

44

$460.90M
Y, SONOCO PRODS CO, MTB, CASY
13F-HR
Jul 26, 2016
000090016916000007

44

$445.48M
SONOCO PRODS CO, Y, EATON CORP PLC, WHITE MTNS INS GROUP LTD
13F-HR
Apr 25, 2016
000090016916000006

43

$410.84M
SONOCO PRODS CO, Y, SJM, MTB
13F-HR
Jan 27, 2016
000090016916000005

42

$402.00M
Y, WHITE MTNS INS GROUP LTD, MTB, PGR
13F-HR
Oct 26, 2015
000090016915000004

40

$415.86M
WHITE MTNS INS GROUP LTD, Y, SONOCO PRODS CO, MTB
13F-HR
Jul 27, 2015
000090016915000003

40

$426.28M
WHITE MTNS INS GROUP LTD, Y, SJM, MTB
13F-HR
Apr 30, 2015
000090016915000002

40

$410.99M
WHITE MTNS INS GROUP LTD, SJM, Y, PNY
13F-HR
Jan 27, 2015
000090016915000001

39

$391.31M
WHITE MTNS INS GROUP LTD, Y, SJM, CASY
13F-HR
Oct 27, 2014
000090016914000004

39

$392.83M
WHITE MTNS INS GROUP LTD, PNY, NOBLE CORP PLC, SONOCO PRODS CO
13F-HR
Aug 7, 2014
000090016914000003

39

$379.54M
WHITE MTNS INS GROUP LTD, PNY, NOBLE CORP PLC, SONOCO PRODS CO
13F-HR
Apr 23, 2014
000090016914000002

40

$377.13M
WHITE MTNS INS GROUP LTD, SONOCO PRODS CO, NOBLE CORP PLC, NORFOLK SOUTHERN CORP
13F-HR
Jan 24, 2014
000090016914000001