SPEECE THORSON CAPITAL GROUP INC
13F Portfolio Filings
- Most recent 13FQ3 2024
- Locationminnetonka, MN
- CIK0000900169
- All SEC filings
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 |