SEC 13F Intelligence

Speece Thorson Capital Group Inc / ZBH

Speece Thorson Capital Group Inc’s Zimmer Biomet Holdings Inc Position

Does Speece Thorson Capital Group Inc own Zimmer Biomet Holdings Inc (ZBH)? Yes141.4K shares worth $13M (+2.91% of its 13F portfolio) as of Q1 2026, down from 155.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
141.4K
% of Portfolio
+2.91%
Quarters Held
29
currently held

Position History ZBH

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $10MQ3 ’19: $9MQ4 ’19: $10MQ1 ’20: $8MQ1 ’20Q2 ’20: $10MQ3 ’20: $11MQ4 ’20: $14MQ1 ’21: $14MQ1 ’21Q2 ’21: $14MQ3 ’21: $13MQ4 ’21: $21MQ1 ’22: $22MQ1 ’22Q2 ’22: $20MQ3 ’22: $23MQ4 ’22: $28MQ1 ’23: $25MQ1 ’23Q2 ’23: $20MQ3 ’23: $16MQ4 ’23: $19MQ1 ’24: $21MQ1 ’24Q2 ’24: $20MQ3 ’24: $20MQ4 ’24: $19MQ1 ’25: $20MQ1 ’25Q2 ’25: $18MQ3 ’25: $20MQ4 ’25: $14MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.4K$13M+2.91%
Q4 2025155.2K$14M+3.02%
Q3 2025199.5K$20M+3.93%
Q2 2025201.8K$18M+3.75%
Q1 2025178.8K$20M+4.17%
Q4 2024181.8K$19M+3.79%
Q3 2024182.8K$20M+3.64%
Q2 2024183.3K$20M+4.07%
Q1 2024156.2K$21M+3.98%
Q4 2023158.2K$19M+3.95%
Q3 2023139.1K$16M+3.44%
Q2 2023139.2K$20M+4.15%
Q1 2023195.9K$25M+5.33%
Q4 2022216.0K$28M+5.91%
Q3 2022216.0K$23M+5.15%
Q2 2022191.9K$20M+4.75%
Q1 2022171.5K$22M+4.69%
Q4 2021161.8K$21M+3.93%
Q3 202189.0K$13M+2.73%
Q2 202189.1K$14M+2.99%
Q1 202189.6K$14M+3.02%
Q4 202090.1K$14M+3.30%
Q3 202082.8K$11M+2.99%
Q2 202082.4K$10M+2.83%
Q1 202083.4K$8M+2.90%
Q4 201966.5K$10M+2.58%
Q3 201967.0K$9M+2.46%
Q2 201982.0K$10M+2.57%
Q1 201965.3K$8M+2.29%

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 ZBH.