SPEECE THORSON CAPITAL GROUP INC

Position in MHK — Mohawk Industries Inc

CIK 900169 MINNETONKA, MN

Position in MHK

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$6,547,294

-$3,513,989 QoQ

Shares Held

66,497

-27.8% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

SPEECE THORSON CAPITAL GROUP INC holds $6,547,294 across 1 Furnishings, Fixtures & Appliances name. MHK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MHK	Mohawk Industries Inc This page	66,497	$6,547,294

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,547,294	66,497	-27.8%	Shares	Sole	2026-04-29
2025-12-31	$10,061,283	92,052	-5.4%	Shares	Sole	2026-01-29
2025-09-30	$12,540,950	97,277	-1.1%	Shares	Sole	2025-11-20
2025-06-30	$10,313,949	98,378	+2.0%	Shares	Sole	2025-08-05
2025-03-31	$11,012,432	96,448	-1.6%	Shares	Sole	2025-05-01
2024-12-31	$11,682,126	98,062	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$15,835,817	98,555	-31.5%	Shares	Sole	2024-11-05
2024-06-30	$16,350,598	143,944	+12.9%	Shares	Sole	2024-07-29
2024-03-31	$16,694,365	127,545	-1.3%	Shares	Sole	2024-04-23
2023-12-31	$13,374,580	129,223	+0.7%	Shares	Sole	2024-02-23
2023-09-30	$11,014,657	128,361	-0.1%	Shares	Sole	2023-11-20
2023-06-30	$13,256,266	128,502	-1.1%	Shares	Sole	2023-08-03
2023-03-31	$13,015,270	129,867	-1.1%	Shares	Sole	2023-05-04
2022-12-31	$13,424,348	131,328	0.0%	Shares	Sole	2023-02-09
2022-09-30	$11,975,800	131,328	+21.0%	Shares	Sole	2022-11-03
2022-06-30	$13,467,239	108,528	+9.2%	Shares	Sole	2022-07-28
2022-03-31	$12,338,152	99,341	+3.1%	Shares	Sole	2022-05-04
2021-12-31	$17,553,953	96,355	+21.3%	Shares	Sole	2022-02-08
2021-09-30	$14,094,607	79,451	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$15,278,720	79,498	-13.3%	Shares	Sole	2021-08-10
2021-03-31	$17,632,519	91,688	-37.8%	Shares	Sole	2021-05-13
2020-12-31	$20,767,009	147,336	-19.6%	Shares	Sole	2021-02-08
2020-09-30	$17,878,878	183,204	+56.3%	Shares	Sole	2020-11-05
2020-06-30	$11,927,798	117,215	+18.9%	Shares	Sole	2020-08-03
2020-03-31	$7,516,120	98,585	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.