Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SPEECE THORSON CAPITAL GROUP INC 04-23-2024 03-31-2024 43 517,373,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WHITE MOUNT INS GRP LTD COM 1 $24,673,000 13,751 4.77 4.01 750 5.77 03-31-2024
ZIMMER HLDGS INC COM 2 $20,610,000 156,157 3.98 3.95 -2,045 -1.29 03-31-2024
RPM INTL INC COM 3 $20,547,000 172,735 3.97 4.01 -2,295 -1.31 03-31-2024
M & T BANK CORP COM 4 $18,775,000 129,093 3.63 4.15 -18,567 -12.57 03-31-2024
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