Speece Thorson Capital Group Inc / YUSD
Speece Thorson Capital Group Inc’s Alleghany Corp Del Position
Does Speece Thorson Capital Group Inc own Alleghany Corp Del (YUSD)? Not currently — the last reported position was 20.5K shares worth $17M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$17M
Q1 2022
Shares
20.5K
% of Portfolio
+3.72%
Quarters Held
13
position exited
Position History YUSD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2022 | 20.5K | $17M | +3.72% |
| Q4 2021 | 18.1K | $12M | +2.30% |
| Q3 2021 | 18.0K | $11M | +2.35% |
| Q2 2021 | 14.7K | $10M | +2.05% |
| Q1 2021 | 14.8K | $9M | +1.95% |
| Q4 2020 | 14.9K | $9M | +2.14% |
| Q3 2020 | 15.1K | $8M | +2.08% |
| Q2 2020 | 15.0K | $7M | +2.12% |
| Q1 2020 | 11.7K | $6M | +2.22% |
| Q4 2019 | 11.8K | $9M | +2.45% |
| Q3 2019 | 14.3K | $11M | +3.05% |
| Q2 2019 | 17.3K | $12M | +3.13% |
| Q1 2019 | 17.4K | $11M | +2.94% |
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 YUSD.