Position in AZZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,884,437
-$1,704,728 QoQ
Shares Held
63,750
-31.2% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#57
of 363 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026SPEECE THORSON CAPITAL GROUP INC holds $27,709,309 across 2 Specialty Business Services names. AZZ ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASS |
Cass Information Systems Inc
|
347,328 | $17,824,872 | |
| 2 | AZZ |
Azz Inc
This page
|
63,750 | $9,884,437 |
All Filings in AZZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,884,437 | 63,750 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $11,589,165 | 92,617 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,144,887 | 113,313 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,025,487 | 82,704 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $7,909,298 | 83,714 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||