13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q3 2025 · Filed November 20, 2025 · Accession 0000900169-25-000007
Total Value
$500,482
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEXCEL CORP NEW | 428291108 | 329,538 | $20,662 | 4.13% |
| 2 | RPM INTL INC | 749685103 | 166,873 | $19,671 | 3.93% |
| 3 | ZIMMER HLDGS INC | ZBH | 199,491 | $19,650 | 3.93% |
| 4 | GENTEX CORP | GNTX | 689,585 | $19,515 | 3.90% |
| 5 | WHITE MOUNT INS GRP LTD | G9618E107 | 11,262 | $18,825 | 3.76% |
| 6 | ARROW ELECTRS INC | 042735100 | 153,646 | $18,591 | 3.71% |
| 7 | M & T BANK CORP | 55261F104 | 94,021 | $18,580 | 3.71% |
| 8 | SMUCKER J M CO | 832696405 | 164,248 | $17,837 | 3.56% |
| 9 | O REILLY AUTOMOTIVE INC | 67103H107 | 156,212 | $16,841 | 3.36% |
| 10 | TORO CO | TORO | 208,738 | $15,906 | 3.18% |
| 11 | WABTEC CORP | 929740108 | 76,480 | $15,332 | 3.06% |
| 12 | SONOCO PRODUCTS | 835495102 | 351,050 | $15,127 | 3.02% |
| 13 | IDEX CORP | 45167R104 | 89,429 | $14,555 | 2.91% |
| 14 | TRACTOR SUPPLY CO | TSCO | 251,866 | $14,324 | 2.86% |
| 15 | COMMERCE BANCSHARES INC | CBSH | 233,265 | $13,940 | 2.79% |
| 16 | KEYSIGHT TECHNOLOGIES INC | KEYS | 79,620 | $13,927 | 2.78% |
| 17 | CASS INFORMATION SYS INC | CASS | 351,073 | $13,808 | 2.76% |
| 18 | LABORATORY CORP AMER HLDGS | LH | 47,868 | $13,741 | 2.75% |
| 19 | STERIS PLC SHS USD | STE | 54,977 | $13,604 | 2.72% |
| 20 | APTARGROUP INC | ATR | 99,470 | $13,295 | 2.66% |
| 21 | MSA SAFETY INC | MNESP | 75,300 | $12,957 | 2.59% |
| 22 | MOHAWK INDS INC | 608190104 | 97,277 | $12,541 | 2.51% |
| 23 | MUELLER WTR PRODS INC | 624758108 | 491,022 | $12,531 | 2.50% |
| 24 | DAVITA HEALTHCARE PARTNERS | DVA | 93,463 | $12,418 | 2.48% |
| 25 | BERKLEY W R CORP | WRB-PH | 153,169 | $11,736 | 2.34% |
| 26 | MGE ENERGY INC | MGEE | 135,559 | $11,411 | 2.28% |
| 27 | DEVON ENERGY CORP NEW | 25179M103 | 323,606 | $11,346 | 2.27% |
| 28 | C H ROBINSON WORLDWIDE INC | CHRW | 83,150 | $11,009 | 2.20% |
| 29 | TELEFLEX INCORPORATED | TFX | 88,757 | $10,860 | 2.17% |
| 30 | CASEYS GEN STORES INC | 147528103 | 19,199 | $10,854 | 2.17% |
| 31 | FMC CORP | FMC | 308,478 | $10,374 | 2.07% |
| 32 | NORTHERN TRUST CORP | NTRSO | 68,669 | $9,243 | 1.85% |
| 33 | AZZ INC | AZZ | 82,704 | $9,025 | 1.80% |
| 34 | BROWN & BROWN INC | BRO | 94,787 | $8,890 | 1.78% |
| 35 | REV GROUP INC | 749527107 | 120,886 | $6,851 | 1.37% |
| 36 | HORMEL FOODS CORP | HRL | 168,522 | $4,169 | 0.83% |
| 37 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,737 | 0.35% |
| 38 | EATON CORP PLC SHS | ETN | 3,926 | $1,469 | 0.29% |
| 39 | MERCURY GEN CORP NEW | 589400100 | 14,586 | $1,237 | 0.25% |
| 40 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $708 | 0.14% |
| 41 | SCHEIN HENRY INC | HSIC | 6,166 | $409 | 0.08% |
| 42 | WERNER ENTERPRISES INC | WERN | 14,563 | $383 | 0.08% |
| 43 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $352 | 0.07% |
| 44 | LEGGETT & PLATT INC | LEG | 27,094 | $241 | 0.05% |