13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0000900169-25-000002
Total Value
$485,569
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WHITE MOUNT INS GRP LTD | G9618E107 | 11,159 | $21,490 | 4.43% |
| 2 | ZIMMER HLDGS INC | ZBH | 178,761 | $20,232 | 4.17% |
| 3 | FMC CORP | FMC | 462,145 | $19,498 | 4.02% |
| 4 | RPM INTL INC | 749685103 | 165,448 | $19,139 | 3.94% |
| 5 | SMUCKER J M CO | 832696405 | 139,087 | $16,469 | 3.39% |
| 6 | BERKLEY W R CORP | WRB-PH | 225,151 | $16,022 | 3.30% |
| 7 | GENTEX CORP | GNTX | 682,684 | $15,907 | 3.28% |
| 8 | ARROW ELECTRS INC | 042735100 | 152,279 | $15,811 | 3.26% |
| 9 | HEXCEL CORP NEW | 428291108 | 285,814 | $15,651 | 3.22% |
| 10 | TORO CO | TORO | 206,412 | $15,016 | 3.09% |
| 11 | STERIS PLC SHS USD | STE | 65,658 | $14,881 | 3.06% |
| 12 | O REILLY AUTOMOTIVE INC | 67103H107 | 10,340 | $14,813 | 3.05% |
| 13 | M & T BANK CORP | 55261F104 | 82,509 | $14,748 | 3.04% |
| 14 | MUELLER WTR PRODS INC | 624758108 | 574,151 | $14,595 | 3.01% |
| 15 | COMMERCE BANCSHARES INC | CBSH | 231,232 | $14,390 | 2.96% |
| 16 | DAVITA HEALTHCARE PARTNERS | DVA | 92,740 | $14,187 | 2.92% |
| 17 | CASS INFORMATION SYS INC | CASS | 322,918 | $13,966 | 2.88% |
| 18 | IDEX CORP | 45167R104 | 76,567 | $13,856 | 2.85% |
| 19 | TRACTOR SUPPLY CO | TSCO | 249,635 | $13,755 | 2.83% |
| 20 | WABTEC CORP | 929740108 | 75,832 | $13,752 | 2.83% |
| 21 | TELEFLEX INCORPORATED | TFX | 87,747 | $12,126 | 2.50% |
| 22 | C H ROBINSON WORLDWIDE INC | CHRW | 117,831 | $12,066 | 2.48% |
| 23 | APTARGROUP INC | ATR | 80,864 | $11,999 | 2.47% |
| 24 | DEVON ENERGY CORP NEW | 25179M103 | 320,188 | $11,975 | 2.47% |
| 25 | KEYSIGHT TECHNOLOGIES INC | KEYS | 78,818 | $11,805 | 2.43% |
| 26 | NORTHERN TRUST CORP | NTRSO | 119,282 | $11,767 | 2.42% |
| 27 | BROWN & BROWN INC | BRO | 94,083 | $11,704 | 2.41% |
| 28 | LABORATORY CORP AMER HLDGS | LH | 47,435 | $11,040 | 2.27% |
| 29 | MOHAWK INDS INC | 608190104 | 96,448 | $11,012 | 2.27% |
| 30 | MSA SAFETY INC | MNESP | 74,263 | $10,894 | 2.24% |
| 31 | SONOCO PRODUCTS | 835495102 | 217,255 | $10,263 | 2.11% |
| 32 | MGE ENERGY INC | MGEE | 109,570 | $10,186 | 2.10% |
| 33 | CASEYS GEN STORES INC | 147528103 | 23,062 | $10,010 | 2.06% |
| 34 | WERNER ENTERPRISES INC | WERN | 293,274 | $8,593 | 1.77% |
| 35 | REV GROUP INC | 749527107 | 153,233 | $4,842 | 1.00% |
| 36 | LEGGETT & PLATT INC | LEG | 248,773 | $1,968 | 0.41% |
| 37 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,405 | 0.29% |
| 38 | EATON CORP PLC SHS | ETN | 3,926 | $1,067 | 0.22% |
| 39 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $937 | 0.19% |
| 40 | MERCURY GEN CORP NEW | 589400100 | 15,157 | $847 | 0.17% |
| 41 | SCHEIN HENRY INC | HSIC | 7,024 | $481 | 0.10% |
| 42 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $404 | 0.08% |