• 13F History

SPEECE THORSON CAPITAL GROUP INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$507M
Signature - Title
Beth Hickey - Portfolio Administrator
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by SPEECE THORSON CAPITAL GROUP INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SPEECE THORSON CAPITAL GROUP INC reported 41 stock holdings with total value $507M as of Q4 2024. Top holdings included FMC, WTM, RPM, ZBH, and HXL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 41 $507M +$31.8M -$30.1M +$1.7M FMC, WTM, RPM, ZBH, HXL 13F-HR 2/13/2025, 03:35 PM
Q3 2024 42 $541M +$22.4M -$17.5M +$4.99M FMC, RPM, ZBH, WTM, ARW 13F-HR 11/5/2024, 01:43 PM
Q2 2024 42 $476M +$43.7M -$43.6M +$98.3K FMC, WTM, ZBH, RPM, MTB 13F-HR 7/29/2024, 02:02 PM
Q1 2024 43 $517M +$31.4M -$42.5M -$11.1M WTM, ZBH, RPM, MTB, GNTX 13F-HR 4/23/2024, 02:42 PM
Q4 2023 41 $488M +$31.5M -$30.3M +$1.19M LEG, MTB, WTM, RPM, ZBH 13F-HR 2/23/2024, 12:22 PM
Q3 2023 39 $454M +$24.8M -$30.3M -$5.44M LEG, WTM, MTB, STE, GNTX 13F-HR 11/20/2023, 02:45 PM
Q2 2023 39 $489M +$23.5M -$26.2M -$2.7M LEG, ZBH, STE, MTB, WTM 13F-HR 8/3/2023, 12:47 PM
Q1 2023 38 $475M +$25.6M -$27.8M -$2.18M ZBH, LEG, MWA, WTM, ORLY 13F-HR 5/4/2023, 11:48 AM
Q4 2022 37 $466M +$19.6M -$18.2M +$1.43M ZBH, LEG, WTM, ORLY, MTB 13F-HR 2/9/2023, 11:29 AM
Q3 2022 38 $438M +$45.9M -$15.6M +$30.3M LEG, ZBH, WTM, MTB, ORLY 13F-HR 11/3/2022, 02:17 PM
Q2 2022 38 $424M +$47.2M -$16.6M +$30.6M LEG, MTB, ZBH, WTM, MWA 13F-HR 7/28/2022, 01:08 PM
Q1 2022 39 $467M +$34.1M -$69M -$34.9M MTB, LEG, ZBH, FMC, WTM 13F-HR 5/4/2022, 01:01 PM
Q4 2021 44 $523M +$36.6M -$17M +$19.6M MTB, LEG, DVA, FMC, ZBH 13F-HR 2/8/2022, 11:40 AM
Q3 2021 45 $478M +$32.1M -$19.9M +$12.2M MTB, DVA, WTM, ARW, ORLY 13F-HR 10/28/2021, 10:51 AM
Q2 2021 47 $479M +$12.5M -$24.5M -$12M MTB, LEG, DVA, SJM, ARW 13F-HR 8/10/2021, 11:25 AM
Q1 2021 47 $475M +$26.3M -$25.3M +$1.06M MTB, SJM, LEG, ARW, FMC 13F-HR 5/13/2021, 01:08 PM
Q4 2020 46 $421M +$16.7M -$29.5M -$12.8M MTB, MHK, DVA, LEG, WTM 13F-HR 2/8/2021, 01:15 PM
Q3 2020 46 $378M +$15.7M -$14.3M +$1.36M LEG, VAR, MHK, MWA, ARW 13F-HR 11/5/2020, 08:51 AM
Q2 2020 46 $347M +$27.1M -$27.2M -$25.1K MWA, LEG, SON, MTB, ORLY 13F-HR 8/3/2020, 01:47 PM
Q1 2020 44 $290M +$29.3M -$20.5M +$8.8M SON, DVA, SJM, MWA, LEG 13F-HR 5/8/2020, 01:25 PM
Q4 2019 41 $386M +$10.1M -$31.6M -$21.5M ETN, LEG, MTB, SON, ARW 13F-HR 2/5/2020, 01:30 PM
Q3 2019 40 $374M +$20.4M -$25.2M -$4.81M MWA, LEG, MTB, ETN, SON 13F-HR 10/22/2019, 10:51 AM
Q2 2019 42 $376M +$25.1M -$22.3M +$2.78M MWA, MTB, DVA, ETN, LH 13F-HR 7/30/2019, 10:59 AM
Q1 2019 39 $355M +$22.9M -$19.6M +$3.31M DVA, MTB, ETN, LEG, NTRS 13F-HR 4/24/2019, 11:32 AM
Q4 2018 41 $334M +$20.5M -$39.2M -$18.7M MTB, ETN, DVA, LEG, WTM Restatement 2/11/2019, 10:59 AM
Q3 2018 42 $431M +$16.1M -$86M -$70M ETN, DVA, LEG, MTB, ORLY 13F-HR 10/31/2018, 11:01 AM
Q2 2018 41 $475M +$22.9M -$47.1M -$24.2M LEG, DVA, ETN, NOVXXXX, MTB 13F-HR 7/25/2018, 10:32 AM
Q1 2018 40 $471M +$19.3M -$38.3M -$19M DVA, LEG, WTM, SJM, MTB Restatement 4/26/2018, 01:38 PM
Q4 2017 39 $503M +$27.1M -$21.4M +$5.75M DVA, SJM, LEG, MTB, ETN 13F-HR 2/8/2018, 01:10 PM
Q3 2017 39 $480M +$46.9M -$30.4M +$16.4M LEG, CASY, DVA, NOVXXXX, ETN 13F-HR 10/26/2017, 03:01 PM
Q2 2017 37 $479M +$32.6M -$2.69M +$29.9M NTRS, LEG, MTB, DVA, CASY 13F-HR 7/28/2017, 11:36 AM
Q1 2017 39 $473M +$26.6M -$13.3M +$13.3M DVA, NOVXXXX, Y, MTB, NTRS 13F-HR 4/24/2017, 02:13 PM
Q4 2016 40 $447M +$26.4M -$57.8M -$31.3M MTB, Y, DVA, NTRS, PGR 13F-HR 1/26/2017, 09:48 AM
Q3 2016 44 $466M +$31.3M -$28.6M +$2.68M MTB, ETN, NTRS, Y, SON 13F-HR 10/31/2016, 10:29 AM
Q2 2016 44 $461M +$24.5M -$17.4M +$7.15M Y, SON, MTB, CASY, LH 13F-HR 7/26/2016, 04:31 PM
Q1 2016 44 $445M +$36.8M -$27.3M +$9.46M SON, Y, ETN, WTM, MTB 13F-HR 4/25/2016, 10:49 AM
Q4 2015 43 $411M +$41.2M -$22.9M +$18.3M SON, Y, SJM, MTB, VAR 13F-HR 1/27/2016, 02:22 PM
Q3 2015 42 $402M +$26.5M -$15.3M +$11.2M Y, WTM, MTB, PGR, PNY 13F-HR 10/26/2015, 12:25 PM
Q2 2015 40 $416M +$22.9M -$19.9M +$3M WTM, Y, SON, MTB, PGR 13F-HR 7/27/2015, 10:57 AM
Q1 2015 40 $426M +$33.8M -$22M +$11.7M WTM, Y, SJM, MTB, BBBYQ 13F-HR 4/30/2015, 10:20 AM
Q4 2014 40 $411M +$11.9M -$19.3M -$7.43M WTM, SJM, Y, PNY, CASY 13F-HR 1/27/2015, 10:40 AM
Q3 2014 39 $391M +$39.5M -$19.9M +$19.6M WTM, Y, SJM, CASY, NSC 13F-HR 10/27/2014, 11:50 AM
Q2 2014 39 $393M +$11.7M -$13.7M -$2.02M WTM, PNY, NEBLQ, SON, NSC 13F-HR 8/7/2014, 11:58 AM
Q1 2014 39 $380M +$30.4M -$27.5M +$2.96M WTM, PNY, NEBLQ, SON, NSC 13F-HR 4/23/2014, 11:15 AM
Q4 2013 40 $377M WTM, SON, NEBLQ, NSC, PNY 13F-HR 1/24/2014, 09:46 AM