SPEECE THORSON CAPITAL GROUP INC
Top Portfolio Positions
37 positions ·
$418,344,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
338,636 | $16,660,891 | 3.98% | |
| HXL |
Hexcel Corp /De/
Industrials
|
205,013 | $16,591,702 | 3.97% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
306,637 | $16,585,995 | 3.96% | |
| CASS |
Cass Information Systems Inc
Industrials
|
354,237 | $15,593,512 | 3.73% | |
| IEX |
Idex Corp /De/
Industrials
|
80,078 | $15,178,784 | 3.63% | |
| MGEE |
Mge Energy Inc
Utilities
|
189,547 | $14,650,087 | 3.50% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
101,062 | $14,493,301 | 3.46% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
144,959 | $14,408,924 | 3.44% | |
| STE |
STERIS plc
Healthcare
|
64,431 | $14,247,627 | 3.41% | |
| DVN |
Devon Energy Corp/De
Energy
|
281,631 | $14,171,671 | 3.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AZZ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||