SPEECE THORSON CAPITAL GROUP INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Minnetonka, MN
CIK
0000900169
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 41 487,728 LEG, MTB, WTM, RPM 13F-HR 2/23/2024 000090016924000001
Q3 2023 39 453,577 LEG, WTM, MTB, STE 13F-HR 11/20/2023 000090016923000005
Q2 2023 39 488,565 LEG, ZBH, STE, MTB 13F-HR 8/3/2023 000090016923000004
Q1 2023 38 474,614 ZBH, LEG, MWA, WTM 13F-HR 5/4/2023 000090016923000003
Q4 2022 37 465,985 ZBH, LEG, WTM, ORLY 13F-HR 2/9/2023 000090016923000002
Q3 2022 38 438,355 LEG, ZBH, WTM, MTB 13F-HR 11/3/2022 000090016922000004
Q2 2022 38 424,198 LEG, MTB, ZBH, WTM 13F-HR 7/28/2022 000090016922000003
Q1 2022 39 467,495 MTB, LEG, ZBH, FMC 13F-HR 5/4/2022 000090016922000002
Q4 2021 47 523,185 MTB, LEG, DVA, FMC 13F-HR 2/8/2022 000090016922000001
Q3 2021 48 477,500 MTB, DVA, WTM, ARW 13F-HR 10/28/2021 000090016921000004
Q2 2021 47 478,779 MTB, LEG, DVA, SJM 13F-HR 8/10/2021 000090016921000003
Q1 2021 48 474,956 MTB, SJM, LEG, ARW 13F-HR 5/13/2021 000090016921000002
Q4 2020 46 420,550 MTB, MHK, DVA, LEG 13F-HR 2/8/2021 000090016921000001
Q3 2020 46 377,678 LEG, VAR, MHK, MWA 13F-HR 11/5/2020 000090016920000004
Q2 2020 46 346,897 MWA, LEG, SON, MTB 13F-HR 8/3/2020 000090016920000003
Q1 2020 44 290,256 SON, DVA, SJM, MWA 13F-HR 5/8/2020 000090016920000002
Q4 2019 41 386,311 ETN, LEG, MTB, SON 13F-HR 2/5/2020 000090016920000001
Q3 2019 40 374,169 MWA, LEG, MTB, ETN 13F-HR 10/22/2019 000090016919000005
Q2 2019 42 375,546 MWA, MTB, DVA, ETN 13F-HR 7/30/2019 000090016919000004
Q1 2019 40 363,575 DVA, MTB, ETN, LEG 13F-HR 4/24/2019 000090016919000003
Q4 2018 41 333,816 MTB, ETN, DVA, LEG RESTATEMENT 2/11/2019 000090016919000002
Q3 2018 42 430,861 ETN, DVA, LEG, MTB 13F-HR 10/31/2018 000090016918000005
Q2 2018 41 474,546 LEG, DVA, ETN, NOV 13F-HR 7/25/2018 000090016918000004
Q1 2018 40 471,051 DVA, LEG, WTM, SJM RESTATEMENT 4/26/2018 000090016918000003
Q4 2017 39 503,320 DVA, SJM, LEG, MTB 13F-HR 2/8/2018 000090016918000001
Q3 2017 39 480,347 LEG, CASY, DVA, NOV 13F-HR 10/26/2017 000090016917000004
Q2 2017 37 479,414 NTRS, LEG, MTB, DVA 13F-HR 7/28/2017 000090016917000003
Q1 2017 39 472,913 DVA, NOV, ALLEGHANY CORP DEL, MTB 13F-HR 4/24/2017 000090016917000002
Q4 2016 40 447,070 MTB, ALLEGHANY CORP DEL, DVA, NTRS 13F-HR 1/26/2017 000090016917000001
Q3 2016 44 466,000 MTB, ETN, NTRS, ALLEGHANY CORP DEL 13F-HR 10/31/2016 000090016916000008
Q2 2016 44 460,899 ALLEGHANY CORP DEL, SON, MTB, CASY 13F-HR 7/26/2016 000090016916000007
Q1 2016 44 445,477 SON, ALLEGHANY CORP DEL, ETN, WTM 13F-HR 4/25/2016 000090016916000006
Q4 2015 43 410,836 SON, ALLEGHANY CORP DEL, SJM, MTB 13F-HR 1/27/2016 000090016916000005
Q3 2015 42 401,995 ALLEGHANY CORP DEL, WTM, MTB, PGR 13F-HR 10/26/2015 000090016915000004
Q2 2015 40 415,861 WTM, ALLEGHANY CORP DEL, SON, MTB 13F-HR 7/27/2015 000090016915000003
Q1 2015 40 426,279 WTM, ALLEGHANY CORP DEL, SJM, MTB 13F-HR 4/30/2015 000090016915000002
Q4 2014 40 410,993 WTM, SJM, ALLEGHANY CORP DEL, PNY 13F-HR 1/27/2015 000090016915000001
Q3 2014 39 391,309 WTM, ALLEGHANY CORP DEL, SJM, CASY 13F-HR 10/27/2014 000090016914000004
Q2 2014 39 392,827 WTM, PNY, NOBLE CORP PLC SHS USD, SON 13F-HR 8/7/2014 000090016914000003
Q1 2014 39 379,535 WTM, PNY, NOBLE CORP PLC SHS USD, SON 13F-HR 4/23/2014 000090016914000002
Q4 2013 40 377,132 WTM, SON, NOBLE CORP PLC SHS USD, NSC 13F-HR 1/24/2014 000090016914000001
Additional filings from Speece Thorson Capital Group Inc that have since been restated