SEC 13F Intelligence

Speece Thorson Capital Group Inc / CABO

Speece Thorson Capital Group Inc’s Cable One Inc Position

Does Speece Thorson Capital Group Inc own Cable One Inc (CABO)? Not currently — the last reported position was 26.3K shares worth $10M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2024
Shares
26.3K
% of Portfolio
+1.88%
Quarters Held
7
position exited

Position History CABO

Reported value by quarter
Q2 ’23: $4MQ2 ’23Q3 ’23: $9MQ3 ’23Q4 ’23: $10MQ4 ’23Q1 ’24: $9MQ1 ’24Q2 ’24: $8MQ2 ’24Q3 ’24: $10MQ3 ’24Q4 ’24: $10MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202426.3K$10M+1.88%
Q3 202427.3K$10M+1.77%
Q2 202422.0K$8M+1.59%
Q1 202422.4K$9M+1.83%
Q4 202317.7K$10M+2.02%
Q3 202313.9K$9M+1.88%
Q2 20236.7K$4M+0.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of CABO.