Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SPEECE THORSON CAPITAL GROUP INC 02-23-2024 12-31-2023 41 487,728,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LEGGETT & PLATT INC COM 1 $21,087,000 805,751 4.32 4.50 2,674 0.33 12-31-2023
M & T BANK CORP COM 2 $20,241,000 147,660 4.15 4.10 634 0.43 12-31-2023
WHITE MOUNT INS GRP LTD COM 3 $19,567,000 13,001 4.01 4.26 86 0.67 12-31-2023
RPM INTL INC COM 4 $19,539,000 175,030 4.01 3.63 1,147 0.66 12-31-2023
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