SEC 13F Intelligence

Speece Thorson Capital Group Inc / PLXS

Speece Thorson Capital Group Inc’s Plexus Corp Position

Does Speece Thorson Capital Group Inc own Plexus Corp (PLXS)? Not currently — the last reported position was 50.3K shares worth $7M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2024
Shares
50.3K
% of Portfolio
+1.27%
Quarters Held
3
position exited

Position History PLXS

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $7MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202450.3K$7M+1.27%
Q2 202450.5K$5M+1.07%
Q1 202417.0K$2M+0.31%

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 PLXS.