Speece Thorson Capital Group Inc Reduced Holdings in Q1 2025

Speece Thorson Capital Group Inc

  • $486 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
-230K
- 97.04%
$68.49 - $81.91 $15.7M - $18.8M
7.02K $481K
SON
Sonoco Products CO

Consumer Cyclical
-90.4K
- 29.39%
$44.71 - $49.22 $4.04M - $4.45M
217K $10.3M
HXL
Hexcel Corp

Industrials
-5.17K
- 1.78%
$54.76 - $70.69 $283K - $366K
286K $15.7M
WERN
Werner Enterprises Inc

Industrials
-5.1K
- 1.71%
$29.25 - $38.23 $149K - $195K
293K $8.59M
TTC
Toro CO

Industrials
-3.74K
- 1.78%
$71.86 - $87.28 $269K - $327K
206K $15M
ARW
Arrow Electronics Inc

Technology
-2.67K
- 1.72%
$101.93 - $119.3 $272K - $319K
152K $15.8M
DVA
Davita Inc.

Healthcare
-12.7K
- 12.03%
$140.0 - $177.35 $1.77M - $2.25M
92.7K $14.2M
RPM
Rpm International Inc

Basic Materials
-2.86K
- 1.7%
$114.03 - $128.31 $327K - $367K
165K $19.1M
KEYS
Keysight Technologies, Inc.

Technology
-1.38K
- 1.72%
$148.16 - $185.11 $204K - $255K
78.8K $11.8M
MTB
M&T Bank Corp

Financial Services
-1.37K
- 1.64%
$170.47 - $201.98 $234K - $278K
82.5K $14.7M
MHK
Mohawk Industries Inc

Consumer Cyclical
-1.61K
- 1.65%
$110.92 - $130.83 $179K - $211K
96.4K $11M
NTRS
Northern Trust Corp

Financial Services
-1.95K
- 1.61%
$96.09 - $113.81 $188K - $222K
119K $11.8M
MWA
Mueller Water Products, Inc.

Industrials
-104K
- 15.27%
$21.65 - $28.24 $2.24M - $2.92M
574K $14.6M
WTM
White Mountains Insurance Group LTD

Financial Services
-181
- 1.6%
$1818.58 - $1983.07 $329K - $359K
11.2K $21.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-2.6K
- 20.11%
$1187.71 - $1432.58 $3.09M - $3.73M
10.3K $14.8M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.04K
- 1.7%
$96.18 - $109.82 $196K - $224K
118K $12.1M
ETN
Eaton Corp PLC

Industrials
-100
- 2.48%
$271.83 - $371.23 $27.2K - $37.1K
3.93K $1.07M
CBSH
Commerce Bancshares Inc

Financial Services
-3.96K
- 1.68%
$58.85 - $68.59 $233K - $271K
231K $14.4M
MGEE
Mge Energy Inc

Utilities
-1.61K
- 1.44%
$85.7 - $94.18 $138K - $151K
110K $10.2M
Laboratory Corp Amer Hldgs
-852
- 1.76%
N/A
47.4K $11M
BRO
Brown & Brown, Inc.

Financial Services
-19.2K
- 16.96%
$100.54 - $124.4 $1.93M - $2.39M
94.1K $11.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.26K
- 1.68%
$51.66 - $57.94 $220K - $247K
250K $13.8M
CASS
Cass Information Systems Inc

Industrials
-6.02K
- 1.83%
$38.87 - $45.08 $234K - $271K
323K $14M
CASY
Caseys General Stores Inc

Consumer Cyclical
-323
- 1.38%
$378.71 - $442.54 $122K - $143K
23.1K $10M
SJM
J M Smucker CO

Consumer Defensive
-2.4K
- 1.69%
$100.41 - $118.41 $241K - $284K
139K $16.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-3.04K
- 1.67%
$98.98 - $113.18 $301K - $344K
179K $20.2M
STE
Steris PLC

Healthcare
-1.1K
- 1.64%
$202.46 - $232.74 $222K - $255K
65.7K $14.9M
WRB
Berkley W R Corp

Financial Services
-3.61K
- 1.58%
$56.7 - $71.27 $205K - $257K
225K $16M
Activity Summary
Buys All Purchases 8 New Holdings 2 Increased Positions 6 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Speece Thorson Capital Group Inc Portfolio

Follow Speece Thorson Capital Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Speece Thorson Capital Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Speece Thorson Capital Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email