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Speece Thorson Capital Group Inc Buys Leggett & Platt Inc, Zimmer Biomet Holdings Inc, ...

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Minneapolis, MN, based Investment company Speece Thorson Capital Group Inc (Current Portfolio) buys Leggett & Platt Inc, Zimmer Biomet Holdings Inc, Mohawk Industries Inc, Henry Schein Inc, Hexcel Corp, sells , Norfolk Southern Corp, RPM International Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Speece Thorson Capital Group Inc. As of 2021Q4, Speece Thorson Capital Group Inc owns 46 stocks with a total value of $523 million. These are the details of the buys and sells.

  • Added Positions: LEG, ZBH, MHK, HSIC, HXL, WSM, DVA, MWA,

  • Reduced Positions: NSC, ARW, RPM, ORLY, CHRW,

  • Sold Out: HRC,


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

  1. M&T Bank Corp (MTB) - 197,266 shares, 5.79% of the total portfolio. Shares added by 0.27%

  2. Leggett & Platt Inc (LEG) - 711,955 shares, 5.60% of the total portfolio. Shares added by 80.95%

  3. DaVita Inc (DVA) - 186,774 shares, 4.06% of the total portfolio. Shares added by 11.55%

  4. FMC Corp (FMC) - 190,362 shares, 4.00% of the total portfolio. Shares added by 0.32%

  5. Zimmer Biomet Holdings Inc (ZBH) - 161,782 shares, 3.93% of the total portfolio. Shares added by 81.70%

Added: Leggett & Platt Inc (LEG)

Speece Thorson Capital Group Inc added to a holding in Leggett & Platt Inc by 80.95%. The purchase prices were between $38 and $48.1, with an estimated average price of $43.32. The stock is now traded at around $37.980000. The impact to a portfolio due to this purchase was 2.51%. The holding were 711,955 shares as of 2021-12-31.

Added: Zimmer Biomet Holdings Inc (ZBH)

Speece Thorson Capital Group Inc added to a holding in Zimmer Biomet Holdings Inc by 81.70%. The purchase prices were between $118.89 and $151.03, with an estimated average price of $134.39. The stock is now traded at around $119.700000. The impact to a portfolio due to this purchase was 1.77%. The holding were 161,782 shares as of 2021-12-31.

Added: Mohawk Industries Inc (MHK)

Speece Thorson Capital Group Inc added to a holding in Mohawk Industries Inc by 21.28%. The purchase prices were between $163.95 and $199.06, with an estimated average price of $178.37. The stock is now traded at around $153.630000. The impact to a portfolio due to this purchase was 0.59%. The holding were 96,355 shares as of 2021-12-31.

Added: Henry Schein Inc (HSIC)

Speece Thorson Capital Group Inc added to a holding in Henry Schein Inc by 55.35%. The purchase prices were between $70.34 and $80.1, with an estimated average price of $76.38. The stock is now traded at around $77.800000. The impact to a portfolio due to this purchase was 0.48%. The holding were 91,988 shares as of 2021-12-31.

Added: Hexcel Corp (HXL)

Speece Thorson Capital Group Inc added to a holding in Hexcel Corp by 42.58%. The purchase prices were between $47.83 and $63.17, with an estimated average price of $56.51. The stock is now traded at around $54.100000. The impact to a portfolio due to this purchase was 0.44%. The holding were 149,480 shares as of 2021-12-31.

Added: Williams-Sonoma Inc (WSM)

Speece Thorson Capital Group Inc added to a holding in Williams-Sonoma Inc by 24.00%. The purchase prices were between $162.55 and $221.63, with an estimated average price of $186.57. The stock is now traded at around $163.180000. The impact to a portfolio due to this purchase was 0.43%. The holding were 68,835 shares as of 2021-12-31.

Sold Out: (HRC)

Speece Thorson Capital Group Inc sold out a holding in . The sale prices were between $150.25 and $156.18, with an estimated average price of $154.26.

Reduced: Norfolk Southern Corp (NSC)

Speece Thorson Capital Group Inc reduced to a holding in Norfolk Southern Corp by 88.95%. The sale prices were between $247.88 and $297.71, with an estimated average price of $279.86. The stock is now traded at around $268.990000. The impact to a portfolio due to this sale was -0.9%. Speece Thorson Capital Group Inc still held 2,220 shares as of 2021-12-31.

Reduced: RPM International Inc (RPM)

Speece Thorson Capital Group Inc reduced to a holding in RPM International Inc by 23.58%. The sale prices were between $78.88 and $101, with an estimated average price of $91.34. The stock is now traded at around $87.100000. The impact to a portfolio due to this sale was -0.48%. Speece Thorson Capital Group Inc still held 95,416 shares as of 2021-12-31.



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 buyingThis article first appeared on GuruFocus.