SPEECE THORSON CAPITAL GROUP INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, SPEECE THORSON CAPITAL GROUP INC held in its portfolio 42 assets valued at $461,952 (i.e. $461.95K).
The most valuable assets in the portfolio included: WHITE MOUNT INS GRP LTD ($22.18K), HEXCEL CORP NEW ($21.05K), and COMMERCE BANCSHARES INC ($18.73K).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SPEECE THORSON CAPITAL GROUP INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WHITE MOUNT INS GRP LTD | 10672 | 22177 | COM |
| HEXCEL CORP NEW | 284905 | 21054 | COM |
| COMMERCE BANCSHARES INC | 357936 | 18734 | COM |
| RPM INTL INC | 157660 | 16397 | COM |
| ARROW ELECTRS INC | 145231 | 16002 | COM |
| TORO CO | 196634 | 15479 | COM |
| WABTEC CORP | 72387 | 15451 | COM |
| TRACTOR SUPPLY CO | 307359 | 15371 | COM |
| MGE ENERGY INC | 195596 | 15339 | COM |
| GENTEX CORP | 650913 | 15147 | COM |
| IDEX CORP | 85112 | 15145 | COM |
| CASS INFORMATION SYS INC | 364597 | 15138 | COM |
| MSA SAFETY INC | 93158 | 14918 | COM |
| M & T BANK CORP | 73241 | 14757 | COM |
| SONOCO PRODUCTS | 331607 | 14471 | COM |
| ZIMMER HLDGS INC | 155178 | 13954 | COM |
| O REILLY AUTOMOTIVE INC | 148154 | 13513 | COM |
| STERIS PLC SHS USD | 52065 | 13200 | COM |
| SMUCKER J M CO | 129299 | 12647 | COM |
| BROWN & BROWN INC | 157113 | 12522 | COM |
| AZZ INC | 113313 | 12145 | COM |
| APTARGROUP INC | 93908 | 11453 | COM |
| LABORATORY CORP AMER HLDGS | 45125 | 11321 | COM |
| MUELLER WTR PRODS INC | 467585 | 11138 | COM |
| DEVON ENERGY CORP NEW | 303613 | 11121 | COM |
| KEYSIGHT TECHNOLOGIES INC | 51907 | 10547 | COM |
| TELEFLEX INCORPORATED | 83601 | 10203 | COM |
| CASEYS GEN STORES INC | 18405 | 10173 | COM |
| BERKLEY W R CORP | 144862 | 10158 | COM |
| C H ROBINSON WORLDWIDE INC | 62839 | 10102 | COM |
| MOHAWK INDS INC | 92052 | 10061 | COM |
| DAVITA HEALTHCARE PARTNERS | 88552 | 10060 | COM |
| NORTHERN TRUST CORP | 65340 | 8925 | COM |
| REV GROUP INC | 114016 | 6933 | COM |
| WILLIAMS SONOMA INC | 8888 | 1587 | COM |
| MERCURY GEN CORP NEW | 14586 | 1372 | COM |
| EATON CORP PLC SHS | 3775 | 1202 | COM |
| INSIGHT ENTERPRISES INC | 6244 | 509 | COM |
| SCHEIN HENRY INC | 6166 | 466 | COM |
| WERNER ENTERPRISES INC | 14563 | 437 | COM |
| PROGRESSIVE CORP OHIO | 1426 | 325 | COM |
| LEGGETT & PLATT INC | 27094 | 298 | COM |
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