SEC 13F Intelligence

Speece Thorson Capital Group Inc / MHK

Speece Thorson Capital Group Inc’s Mohawk Inds Inc Position

Does Speece Thorson Capital Group Inc own Mohawk Inds Inc (MHK)? Yes66.5K shares worth $7M (+1.49% of its 13F portfolio) as of Q1 2026, down from 92.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
66.5K
% of Portfolio
+1.49%
Quarters Held
29
currently held

Position History MHK

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $9MQ3 ’19: $11MQ4 ’19: $12MQ1 ’20: $8MQ1 ’20Q2 ’20: $12MQ3 ’20: $18MQ4 ’20: $21MQ1 ’21: $18MQ1 ’21Q2 ’21: $15MQ3 ’21: $14MQ4 ’21: $18MQ1 ’22: $12MQ1 ’22Q2 ’22: $13MQ3 ’22: $12MQ4 ’22: $13MQ1 ’23: $13MQ1 ’23Q2 ’23: $13MQ3 ’23: $11MQ4 ’23: $13MQ1 ’24: $17MQ1 ’24Q2 ’24: $16MQ3 ’24: $16MQ4 ’24: $12MQ1 ’25: $11MQ1 ’25Q2 ’25: $10MQ3 ’25: $13MQ4 ’25: $10MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.5K$7M+1.49%
Q4 202592.1K$10M+2.18%
Q3 202597.3K$13M+2.51%
Q2 202598.4K$10M+2.10%
Q1 202596.4K$11M+2.27%
Q4 202498.1K$12M+2.30%
Q3 202498.6K$16M+2.93%
Q2 2024143.9K$16M+3.34%
Q1 2024127.5K$17M+3.23%
Q4 2023129.2K$13M+2.74%
Q3 2023128.4K$11M+2.43%
Q2 2023128.5K$13M+2.71%
Q1 2023129.9K$13M+2.74%
Q4 2022131.3K$13M+2.88%
Q3 2022131.3K$12M+2.73%
Q2 2022108.5K$13M+3.17%
Q1 202299.3K$12M+2.64%
Q4 202196.4K$18M+3.36%
Q3 202179.5K$14M+2.95%
Q2 202179.5K$15M+3.19%
Q1 202191.7K$18M+3.71%
Q4 2020147.3K$21M+4.94%
Q3 2020183.2K$18M+4.73%
Q2 2020117.2K$12M+3.44%
Q1 202098.6K$8M+2.59%
Q4 201987.4K$12M+3.09%
Q3 201988.1K$11M+2.92%
Q2 201960.1K$9M+2.36%
Q1 201951.2K$6M+1.77%

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 MHK.