- Added Positions: MHK, TIF, SON, DOOR, FMC, DVN, VAR, XEC, CHRW, NOV, LEG,
- Reduced Positions: MLHR, STE, DVA, Y, WSM, ZBH, WAB, MTB, ETN, LH, ARW, WTM, NTRS, MWA, ORLY, SJM, CLX, AVT, PGR, CASY, WRB, CBSH, WERN, ATR, NSC, IEX, VMI, MSA, HRL,
- Sold Out: MCY, NE,
For the details of SPEECE THORSON CAPITAL GROUP INC's stock buys and sells, go to https://www.gurufocus.com/guru/speece+thorson+capital+group+inc/current-portfolio/portfolio
These are the top 5 holdings of SPEECE THORSON CAPITAL GROUP INC- Mueller Water Products, Inc. (MWA) - 1,728,638 shares, 5.19% of the total portfolio. Shares reduced by 1.53%
- Leggett & Platt Inc (LEG) - 405,908 shares, 4.44% of the total portfolio. Shares added by 9.45%
- M&T Bank Corp (MTB) - 96,112 shares, 4.06% of the total portfolio. Shares reduced by 2.39%
- Eaton Corp PLC (ETN) - 181,034 shares, 4.02% of the total portfolio. Shares reduced by 2.28%
- Sonoco Products Co (SON) - 239,502 shares, 3.73% of the total portfolio. Shares added by 16.12%
Speece Thorson Capital Group Inc added to a holding in Mohawk Industries Inc by 46.51%. The purchase prices were between $110.45 and $156.36, with an estimated average price of $128.62. The stock is now traded at around $126.60. The impact to a portfolio due to this purchase was 0.93%. The holding were 88,125 shares as of .
Added: Tiffany & Co (TIF)Speece Thorson Capital Group Inc added to a holding in Tiffany & Co by 31.15%. The purchase prices were between $80.57 and $98.28, with an estimated average price of $90.22. The stock is now traded at around $90.20. The impact to a portfolio due to this purchase was 0.55%. The holding were 93,366 shares as of .
Added: Masonite International Corp (DOOR)Speece Thorson Capital Group Inc added to a holding in Masonite International Corp by 21.39%. The purchase prices were between $48.46 and $58.02, with an estimated average price of $53.1. The stock is now traded at around $58.97. The impact to a portfolio due to this purchase was 0.52%. The holding were 190,809 shares as of .
Added: FMC Corp (FMC)Speece Thorson Capital Group Inc added to a holding in FMC Corp by 41.43%. The purchase prices were between $81.54 and $91.09, with an estimated average price of $85.83. The stock is now traded at around $82.57. The impact to a portfolio due to this purchase was 0.47%. The holding were 68,870 shares as of .
Added: Devon Energy Corp (DVN)Speece Thorson Capital Group Inc added to a holding in Devon Energy Corp by 29.11%. The purchase prices were between $21.34 and $28.9, with an estimated average price of $25.02. The stock is now traded at around $21.01. The impact to a portfolio due to this purchase was 0.46%. The holding were 315,943 shares as of .
Added: Cimarex Energy Co (XEC)Speece Thorson Capital Group Inc added to a holding in Cimarex Energy Co by 27.23%. The purchase prices were between $37.63 and $60.05, with an estimated average price of $47.44. The stock is now traded at around $43.43. The impact to a portfolio due to this purchase was 0.4%. The holding were 145,931 shares as of .
Sold Out: Mercury General Corp (MCY)Speece Thorson Capital Group Inc sold out a holding in Mercury General Corp. The sale prices were between $51.53 and $64.81, with an estimated average price of $57.26.
Sold Out: Noble Corp PLC (NE)Speece Thorson Capital Group Inc sold out a holding in Noble Corp PLC. The sale prices were between $1.02 and $2.23, with an estimated average price of $1.71.
Here is the complete portfolio of SPEECE THORSON CAPITAL GROUP INC. Also check out:
1. SPEECE THORSON CAPITAL GROUP INC's Undervalued Stocks
2. SPEECE THORSON CAPITAL GROUP INC's Top Growth Companies, and
3. SPEECE THORSON CAPITAL GROUP INC's High Yield stocks
4. Stocks that SPEECE THORSON CAPITAL GROUP INC keeps buying