CIK 900169
SPEECE THORSON CAPITAL GROUP INC
Institutional 13F holdings & portfolio
Holdings
42
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–42 of 42
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTM | WHITE MOUNT INS GRP LTD | 11K | $1M+ | SH |
| HXL | HEXCEL CORP NEW | 285K | $1M+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 358K | $1M+ | SH |
| RPM | RPM INTL INC | 158K | $1M+ | SH |
| ARW | ARROW ELECTRS INC | 145K | $1M+ | SH |
| TTC | TORO CO | 197K | $1M+ | SH |
| WAB | WABTEC CORP | 72K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 307K | $1M+ | SH |
| MGEE | MGE ENERGY INC | 196K | $1M+ | SH |
| GNTX | GENTEX CORP | 651K | $1M+ | SH |
| IEX | IDEX CORP | 85K | $1M+ | SH |
| CASS | CASS INFORMATION SYS INC | 365K | $1M+ | SH |
| MSA | MSA SAFETY INC | 93K | $1M+ | SH |
| MTB | M & T BANK CORP | 73K | $1M+ | SH |
| SON | SONOCO PRODUCTS | 332K | $1M+ | SH |
| ZBH | ZIMMER HLDGS INC | 155K | $1M+ | SH |
| ORLY | O REILLY AUTOMOTIVE INC | 148K | $1M+ | SH |
| STE | STERIS PLC SHS USD | 52K | $1M+ | SH |
| SJM | SMUCKER J M CO | 129K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 157K | $1M+ | SH |
| AZZ | AZZ INC | 113K | $1M+ | SH |
| ATR | APTARGROUP INC | 94K | $1M+ | SH |
| LH | LABORATORY CORP AMER HLDGS | 45K | $1M+ | SH |
| MWA | MUELLER WTR PRODS INC | 468K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 304K | $1M+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 52K | $1M+ | SH |
| TFX | TELEFLEX INCORPORATED | 84K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 18K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 145K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 63K | $1M+ | SH |
| MHK | MOHAWK INDS INC | 92K | $1M+ | SH |
| DVA | DAVITA HEALTHCARE PARTNERS | 89K | $1M+ | SH |
| NTRS | NORTHERN TRUST CORP | 65K | $1M+ | SH |
| REVG | REV GROUP INC | 114K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 9K | $1M+ | SH |
| MCY | MERCURY GEN CORP NEW | 15K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 4K | $1M+ | SH |
| NSIT | INSIGHT ENTERPRISES INC | 6K | $500K+ | SH |
| HSIC | SCHEIN HENRY INC | 6K | $100K–$500K | SH |
| WERN | WERNER ENTERPRISES INC | 15K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP OHIO | 1K | $100K–$500K | SH |
| LEG | LEGGETT & PLATT INC | 27K | $100K–$500K | SH |