13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0000900169-25-000003
Total Value
$491,133
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WHITE MOUNT INS GRP LTD | G9618E107 | 11,383 | $20,441 | 4.16% |
| 2 | ARROW ELECTRS INC | 042735100 | 155,443 | $19,808 | 4.03% |
| 3 | HEXCEL CORP NEW | 428291108 | 333,471 | $18,838 | 3.84% |
| 4 | RPM INTL INC | 749685103 | 168,804 | $18,541 | 3.78% |
| 5 | M & T BANK CORP | 55261F104 | 95,090 | $18,446 | 3.76% |
| 6 | ZIMMER HLDGS INC | ZBH | 201,810 | $18,407 | 3.75% |
| 7 | SMUCKER J M CO | 832696405 | 166,179 | $16,319 | 3.32% |
| 8 | WABTEC CORP | 929740108 | 77,343 | $16,192 | 3.30% |
| 9 | IDEX CORP | 45167R104 | 90,484 | $15,886 | 3.23% |
| 10 | SONOCO PRODUCTS | 835495102 | 355,136 | $15,470 | 3.15% |
| 11 | NORTHERN TRUST CORP | NTRSO | 121,634 | $15,422 | 3.14% |
| 12 | GENTEX CORP | GNTX | 697,903 | $15,347 | 3.12% |
| 13 | TORO CO | TORO | 211,290 | $14,934 | 3.04% |
| 14 | COMMERCE BANCSHARES INC | CBSH | 235,996 | $14,672 | 2.99% |
| 15 | CASS INFORMATION SYS INC | CASS | 330,036 | $14,340 | 2.92% |
| 16 | O REILLY AUTOMOTIVE INC | 67103H107 | 157,917 | $14,233 | 2.90% |
| 17 | MUELLER WTR PRODS INC | 624758108 | 583,840 | $14,036 | 2.86% |
| 18 | DAVITA HEALTHCARE PARTNERS | DVA | 94,502 | $13,462 | 2.74% |
| 19 | TRACTOR SUPPLY CO | TSCO | 254,789 | $13,445 | 2.74% |
| 20 | STERIS PLC SHS USD | STE | 55,587 | $13,353 | 2.72% |
| 21 | KEYSIGHT TECHNOLOGIES INC | KEYS | 80,584 | $13,204 | 2.69% |
| 22 | FMC CORP | FMC | 312,177 | $13,033 | 2.65% |
| 23 | APTARGROUP INC | ATR | 82,655 | $12,930 | 2.63% |
| 24 | MSA SAFETY INC | MNESP | 76,221 | $12,769 | 2.60% |
| 25 | LABORATORY CORP AMER HLDGS | LH | 48,448 | $12,718 | 2.59% |
| 26 | CASEYS GEN STORES INC | 147528103 | 23,418 | $11,950 | 2.43% |
| 27 | BERKLEY W R CORP | WRB-PH | 154,920 | $11,382 | 2.32% |
| 28 | TELEFLEX INCORPORATED | TFX | 89,843 | $10,634 | 2.17% |
| 29 | BROWN & BROWN INC | BRO | 95,854 | $10,627 | 2.16% |
| 30 | DEVON ENERGY CORP NEW | 25179M103 | 327,824 | $10,428 | 2.12% |
| 31 | MOHAWK INDS INC | 608190104 | 98,378 | $10,314 | 2.10% |
| 32 | MGE ENERGY INC | MGEE | 112,160 | $9,919 | 2.02% |
| 33 | C H ROBINSON WORLDWIDE INC | CHRW | 84,113 | $8,071 | 1.64% |
| 34 | AZZ INC | AZZ | 83,714 | $7,909 | 1.61% |
| 35 | REV GROUP INC | 749527107 | 157,265 | $7,484 | 1.52% |
| 36 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,452 | 0.30% |
| 37 | EATON CORP PLC SHS | ETN | 3,926 | $1,402 | 0.29% |
| 38 | MERCURY GEN CORP NEW | 589400100 | 14,586 | $982 | 0.20% |
| 39 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $862 | 0.18% |
| 40 | SCHEIN HENRY INC | HSIC | 6,166 | $450 | 0.09% |
| 41 | WERNER ENTERPRISES INC | WERN | 14,563 | $398 | 0.08% |
| 42 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $381 | 0.08% |
| 43 | LEGGETT & PLATT INC | LEG | 27,094 | $242 | 0.05% |