SEC 13F Intelligence

Speece Thorson Capital Group Inc / STE

Speece Thorson Capital Group Inc’s Steris PLC Position

Does Speece Thorson Capital Group Inc own Steris PLC (STE)? Yes64.4K shares worth $14M (+3.25% of its 13F portfolio) as of Q1 2026, up from 52.1K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
64.4K
% of Portfolio
+3.25%
Quarters Held
29
currently held

Position History STE

Reported value by quarter
Q1 ’19: $11MQ1 ’19Q2 ’19: $11MQ3 ’19: $7MQ4 ’19: $5MQ1 ’20: $5MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $9MQ1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $9MQ4 ’22: $15MQ1 ’23: $17MQ1 ’23Q2 ’23: $20MQ3 ’23: $17MQ4 ’23: $15MQ1 ’24: $15MQ1 ’24Q2 ’24: $15MQ3 ’24: $16MQ4 ’24: $14MQ1 ’25: $15MQ1 ’25Q2 ’25: $13MQ3 ’25: $14MQ4 ’25: $13MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.4K$14M+3.25%
Q4 202552.1K$13M+2.86%
Q3 202555.0K$14M+2.72%
Q2 202555.6K$13M+2.72%
Q1 202565.7K$15M+3.06%
Q4 202466.8K$14M+2.71%
Q3 202467.1K$16M+3.01%
Q2 202467.3K$15M+3.02%
Q1 202468.5K$15M+2.98%
Q4 202369.4K$15M+3.13%
Q3 202378.3K$17M+3.79%
Q2 202388.1K$20M+4.06%
Q1 202389.1K$17M+3.59%
Q4 202280.6K$15M+3.20%
Q3 202255.2K$9M+2.09%
Q2 202230.7K$6M+1.49%
Q1 202230.5K$7M+1.58%
Q4 202135.3K$9M+1.64%
Q3 202135.1K$7M+1.50%
Q2 202135.2K$7M+1.52%
Q1 202135.4K$7M+1.42%
Q4 202023.8K$5M+1.07%
Q3 202024.1K$4M+1.13%
Q2 202024.0K$4M+1.06%
Q1 202033.6K$5M+1.62%
Q4 201934.1K$5M+1.35%
Q3 201946.3K$7M+1.79%
Q2 201974.7K$11M+2.96%
Q1 201988.1K$11M+3.10%

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 STE.