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 DVA
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,060,392 | 88,552 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,418,428 | 93,463 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $13,461,809 | 94,502 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,186,437 | 92,740 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,765,261 | 105,418 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,386,251 | 106,059 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,741,076 | 106,380 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,981,186 | 108,520 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,495,392 | 128,822 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $14,054,058 | 148,673 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $14,964,102 | 148,941 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,247,610 | 151,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,359,472 | 152,129 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,591,717 | 152,129 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,781,466 | 147,342 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $18,757,257 | 165,832 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $21,247,410 | 186,774 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,465,760 | 167,433 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $20,187,680 | 167,630 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,155,580 | 168,466 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,891,903 | 169,437 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,940,822 | 162,765 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,818,147 | 161,968 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $12,461,746 | 163,841 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||