Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPEECE THORSON CAPITAL GROUP INC | 07-29-2024 | 06-30-2024 | 42 | 488,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FMC CORP | COM | 1 | $24,436,000 | 424,609 | 5.00 | 2.85 | 193,125 | 83.43 | 06-30-2024 |
| WHITE MOUNT INS GRP LTD | COM | 2 | $20,775,000 | 11,431 | 4.25 | 4.77 | -2,320 | -16.87 | 06-30-2024 |
| ZIMMER HLDGS INC | COM | 3 | $19,892,000 | 183,284 | 4.07 | 3.98 | 27,127 | 17.37 | 06-30-2024 |
| RPM INTL INC | COM | 4 | $18,269,000 | 169,659 | 3.74 | 3.97 | -3,076 | -1.78 | 06-30-2024 |
