Institutional Manager · CIK 0000900169
SPEECE THORSON CAPITAL GROUP INC
MINNETONKA, MN · File #028-03607
Latest AUM
$461,952
Positions
42
Top-10 Concentration
37.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202542 pos · $461,952
- 13F HOLDINGS REPORTQ/E Sep 202544 pos · $500,482
- 13F HOLDINGS REPORTQ/E Jun 202543 pos · $491,133
- 13F HOLDINGS REPORTQ/E Mar 202542 pos · $485,569
- 13F HOLDINGS REPORTQ/E Dec 202441 pos · $506,904
- 13F HOLDINGS REPORTQ/E Sep 202442 pos · $541,324
- 13F HOLDINGS REPORTQ/E Jun 202442 pos · $488,971
- 13F HOLDINGS REPORTQ/E Mar 202443 pos · $517,373
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $453,577
- 13F HOLDINGS REPORTQ/E Sep 202339 pos · $488,565
- 13F HOLDINGS REPORTQ/E Jun 202338 pos · $474,614
- 13F HOLDINGS REPORTQ/E Mar 202337 pos · $465,985
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |