Speece Thorson Capital Group Inc Portfolio Holdings
Speece Thorson Capital Group Inc
- $486 Million
- Q1 2025
Speece Thorson Capital Group Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $486 Million distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: White Mountains Insurance Group LTD with a value of $21.5M, Zimmer Biomet Holdings, Inc. with a value of $20.2M, Fmc Corp with a value of $19.5M, Rpm International Inc with a value of $19.1M, and J M Smucker CO with a value of $16.5M.
Examining the 13F form we can see an decrease of $21.3M in the current position value, from $507M to 486M.
Below you can find more details about Speece Thorson Capital Group Inc portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
Industrials: $124 Million
Financial Services: $91.4 Million
Consumer Cyclical: $79.1 Million
Healthcare: $73.9 Million
Basic Materials: $38.6 Million
Technology: $28.6 Million
Consumer Defensive: $16.5 Million
Energy: $12 Million
Other: $10.2 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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