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Speece Thorson Capital Group’s Hormel Foods HRL Stock Holding History

Speece Thorson Capital Group’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-168,522
Closed -$4.17M – 44
2025
Q3 		$4.17M Buy
+168,522
New +$4.67M 0.83% 36
2022
Q1 		– Sell
-152,781
Closed -$7.46M – 42
2021
Q4 		$7.46M Buy
152,781
+588
+0.4% +$25.8K 1.43% 31
2021
Q3 		$6.24M Sell
152,193
-263
-0.2% -$11.9K 1.31% 32
2021
Q2 		$7.28M Buy
152,456
+73,316
+93% +$3.49M 1.52% 28
2021
Q1 		$3.78M Sell
79,140
-464
-0.6% -$21.9K 0.8% 40
2020
Q4 		$3.71M Sell
79,604
-1,232
-2% -$60.1K 0.88% 38
2020
Q3 		$3.95M Buy
80,836
+401
+0.5% +$20.1K 1.05% 36
2020
Q2 		$3.88M Sell
80,435
-972
-1% -$46.4K 1.12% 33
2020
Q1 		$3.8M Sell
81,407
-1,279
-2% -$58.2K 1.31% 31
2019
Q4 		$3.73M Sell
82,686
-646
-0.8% -$27.8K 0.97% 40
2019
Q3 		$3.64M Sell
83,332
-2,039
-2% -$85.6K 0.97% 40
2019
Q2 		$3.46M Sell
85,371
-421
-0.5% -$17.1K 0.92% 40
2019
Q1 		$3.84M Sell
85,792
-2,430
-3% -$104K 1.06% 39
2018
Q4 		$3.77M Sell
88,222
-97,210
-52% -$4.19M 1.13% 37
2018
Q3 		$7.31M Sell
185,432
-31,057
-14% -$1.19M 1.7% 32
2018
Q2 		$8.06M Sell
216,489
-6,192
-3% -$222K 1.7% 33
2018
Q1 		$7.64M Sell
222,681
-15,063
-6% -$511K 1.62% 33
2017
Q4 		$8.65M Buy
+237,744
New +$7.99M 1.72% 31
2014
Q3 		– Sell
-168,840
Closed -$4.17M – 40
2014
Q2 		$4.17M Sell
168,840
-4,080
-2% -$98.6K 1.06% 38
2014
Q1 		$4.26M Sell
172,920
-43,300
-20% -$998K 1.12% 38
2013
Q4 		$4.88M Sell
216,220
-3,960
-2% -$86.7K 1.29% 36
2013
Q3 		$4.64M Sell
220,180
-3,040
-1% -$63.9K 1.28% 35
2013
Q2 		$4.31M Buy
+223,220
New +$4.53M 1.26% 37

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Speece Thorson Capital Group's HRL Position: Q4 2025 in Review

Speece Thorson Capital Group sold out of Hormel Foods (HRL) in Q4 2025, closing a stake of 168,522 shares — an estimated $4.17M sold.

Speece Thorson Capital Group first reported a position in HRL in Q2 2013 and held it in 23 quarters. The position peaked at $8.65M in Q4 2017. 640 funds tracked by Wall St. Rank hold HRL as of Q4 2025.

  • Speece Thorson Capital Group reported no remaining Hormel Foods position as of Q4 2025 after selling out during the quarter.
  • Speece Thorson Capital Group sold 168,522 Hormel Foods shares in Q4 2025, an estimated $4.17M.
  • Speece Thorson Capital Group first reported a position in Hormel Foods in Q2 2013 and held it in 23 quarters.
  • Speece Thorson Capital Group's Hormel Foods position peaked at $8.65M in Q4 2017.
  • 640 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2025.

Based on Speece Thorson Capital Group's 13F filing for Q4 2025, filed 29 Jan 2026.