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 MWA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,296,819 | 374,566 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,137,874 | 467,585 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,530,881 | 491,022 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,035,513 | 583,840 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $14,594,918 | 574,151 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,247,147 | 677,651 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,775,226 | 680,886 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,204,628 | 792,669 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $15,631,885 | 971,528 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,167,166 | 983,831 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $12,395,169 | 977,537 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $15,882,418 | 978,584 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,067,829 | 1,296,114 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,887,495 | 1,476,533 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,163,993 | 1,476,533 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,770,087 | 1,429,675 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $16,011,252 | 1,239,261 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,122,838 | 1,189,086 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $17,740,705 | 1,165,618 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $16,818,146 | 1,166,307 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,282,663 | 1,172,258 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,598,000 | 1,179,160 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $16,050,596 | 1,544,812 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $18,604,296 | 1,972,884 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $11,456,094 | 1,430,224 | Shares | Sole | 2020-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||