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 |
|---|---|---|---|---|
| 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
Holdings in MSA
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,962,801 | 85,165 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $14,918,322 | 93,158 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,956,871 | 75,300 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $12,769,304 | 76,221 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,893,639 | 74,263 | Shares | Sole | 2025-05-01 | |
| 2021-12-31 | $540,285 | 3,579 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $521,460 | 3,579 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $592,610 | 3,579 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $536,921 | 3,579 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $534,666 | 3,579 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $480,194 | 3,579 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $409,580 | 3,579 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $362,194 | 3,579 | Shares | Sole | 2020-05-08 | |
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