Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SPEECE THORSON CAPITAL GROUP INC | 02-23-2024 | 12-31-2023 | 41 | 487,728,000 |
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 |