SPEECE THORSON CAPITAL GROUP INC
Top Portfolio Positions
38 positions ·
$438,989,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
9,397 | $20,644,833 | 4.70% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
338,636 | $16,660,891 | 3.80% | |
| HXL |
Hexcel Corp /De/
Industrials
|
205,013 | $16,591,702 | 3.78% | |
| SON |
Sonoco Products Co
Consumer Cyclical
|
306,637 | $16,585,995 | 3.78% | |
| CASS |
Cass Information Systems Inc
Industrials
|
354,237 | $15,593,512 | 3.55% | |
| IEX |
Idex Corp /De/
Industrials
|
80,078 | $15,178,784 | 3.46% | |
| MGEE |
Mge Energy Inc
Utilities
|
189,547 | $14,650,087 | 3.34% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
101,062 | $14,493,301 | 3.30% | |
| RPM |
Rpm International Inc/De/
Basic Materials
|
144,959 | $14,408,924 | 3.28% | |
| STE |
STERIS plc
Healthcare
|
64,431 | $14,247,627 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MGEE
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,650,087 | 189,547 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,338,638 | 195,596 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,411,356 | 135,559 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $9,919,430 | 112,160 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,185,627 | 109,570 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,446,096 | 111,176 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,227,859 | 111,841 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,372,600 | 112,053 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,985,336 | 114,143 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,145,265 | 84,985 | Shares | Sole | 2024-02-23 | |
| No 13F history on record for this holder in this stock. | ||||||