13F HOLDINGS REPORT
SPEECE THORSON CAPITAL GROUP INC
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0000900169-26-000001
Total Value
$461,952
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WHITE MOUNT INS GRP LTD | G9618E107 | 10,672 | $22,177 | 4.80% |
| 2 | HEXCEL CORP NEW | 428291108 | 284,905 | $21,054 | 4.56% |
| 3 | COMMERCE BANCSHARES INC | CBSH | 357,936 | $18,734 | 4.06% |
| 4 | RPM INTL INC | 749685103 | 157,660 | $16,397 | 3.55% |
| 5 | ARROW ELECTRS INC | 042735100 | 145,231 | $16,002 | 3.46% |
| 6 | TORO CO | TORO | 196,634 | $15,479 | 3.35% |
| 7 | WABTEC CORP | 929740108 | 72,387 | $15,451 | 3.34% |
| 8 | TRACTOR SUPPLY CO | TSCO | 307,359 | $15,371 | 3.33% |
| 9 | MGE ENERGY INC | MGEE | 195,596 | $15,339 | 3.32% |
| 10 | GENTEX CORP | GNTX | 650,913 | $15,147 | 3.28% |
| 11 | IDEX CORP | 45167R104 | 85,112 | $15,145 | 3.28% |
| 12 | CASS INFORMATION SYS INC | CASS | 364,597 | $15,138 | 3.28% |
| 13 | MSA SAFETY INC | MNESP | 93,158 | $14,918 | 3.23% |
| 14 | M & T BANK CORP | 55261F104 | 73,241 | $14,757 | 3.19% |
| 15 | SONOCO PRODUCTS | 835495102 | 331,607 | $14,471 | 3.13% |
| 16 | ZIMMER HLDGS INC | ZBH | 155,178 | $13,954 | 3.02% |
| 17 | O REILLY AUTOMOTIVE INC | 67103H107 | 148,154 | $13,513 | 2.93% |
| 18 | STERIS PLC SHS USD | STE | 52,065 | $13,200 | 2.86% |
| 19 | SMUCKER J M CO | 832696405 | 129,299 | $12,647 | 2.74% |
| 20 | BROWN & BROWN INC | BRO | 157,113 | $12,522 | 2.71% |
| 21 | AZZ INC | AZZ | 113,313 | $12,145 | 2.63% |
| 22 | APTARGROUP INC | ATR | 93,908 | $11,453 | 2.48% |
| 23 | LABORATORY CORP AMER HLDGS | LH | 45,125 | $11,321 | 2.45% |
| 24 | MUELLER WTR PRODS INC | 624758108 | 467,585 | $11,138 | 2.41% |
| 25 | DEVON ENERGY CORP NEW | 25179M103 | 303,613 | $11,121 | 2.41% |
| 26 | KEYSIGHT TECHNOLOGIES INC | KEYS | 51,907 | $10,547 | 2.28% |
| 27 | TELEFLEX INCORPORATED | TFX | 83,601 | $10,203 | 2.21% |
| 28 | CASEYS GEN STORES INC | 147528103 | 18,405 | $10,173 | 2.20% |
| 29 | BERKLEY W R CORP | WRB-PH | 144,862 | $10,158 | 2.20% |
| 30 | C H ROBINSON WORLDWIDE INC | CHRW | 62,839 | $10,102 | 2.19% |
| 31 | MOHAWK INDS INC | 608190104 | 92,052 | $10,061 | 2.18% |
| 32 | DAVITA HEALTHCARE PARTNERS | DVA | 88,552 | $10,060 | 2.18% |
| 33 | NORTHERN TRUST CORP | NTRSO | 65,340 | $8,925 | 1.93% |
| 34 | REV GROUP INC | 749527107 | 114,016 | $6,933 | 1.50% |
| 35 | WILLIAMS SONOMA INC | WSM | 8,888 | $1,587 | 0.34% |
| 36 | MERCURY GEN CORP NEW | 589400100 | 14,586 | $1,372 | 0.30% |
| 37 | EATON CORP PLC SHS | ETN | 3,775 | $1,202 | 0.26% |
| 38 | INSIGHT ENTERPRISES INC | NSIT | 6,244 | $509 | 0.11% |
| 39 | SCHEIN HENRY INC | HSIC | 6,166 | $466 | 0.10% |
| 40 | WERNER ENTERPRISES INC | WERN | 14,563 | $437 | 0.09% |
| 41 | PROGRESSIVE CORP OHIO | 743315103 | 1,426 | $325 | 0.07% |
| 42 | LEGGETT & PLATT INC | LEG | 27,094 | $298 | 0.06% |