SEC 13F Intelligence

Speece Thorson Capital Group Inc / LH

Speece Thorson Capital Group Inc’s Labcorp Holdings Inc Position

Does Speece Thorson Capital Group Inc own Labcorp Holdings Inc (LH)? Yes — 43.8K shares worth $12M (+2.66% of its 13F portfolio) as of Q1 2026, down from 45.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
43.8K
% of Portfolio
+2.66%
Quarters Held
8
currently held

Position History LH

Reported value by quarter
Q2 ’24: $10MQ2 ’24Q3 ’24: $11MQ3 ’24Q4 ’24: $11MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.8K$12M+2.66%
Q4 202545.1K$11M+2.45%
Q3 202547.9K$14M+2.75%
Q2 202548.4K$13M+2.59%
Q1 202547.4K$11M+2.27%
Q4 202448.3K$11M+2.18%
Q3 202448.6K$11M+2.01%
Q2 202448.8K$10M+2.03%

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 LH.