SPEECE THORSON CAPITAL GROUP INC
Position in RPM — Rpm International Inc/De/
CIK 900169
MINNETONKA, MN
Position in RPM
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$14,408,924
-$1,987,716 QoQ
Shares Held
144,959
-8.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
3.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RPM Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026SPEECE THORSON CAPITAL GROUP INC holds $19,277,141 across 2 Specialty Chemicals names. RPM ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RPM |
Rpm International Inc/De/
This page
|
144,959 | $14,408,924 | |
| 2 | FUL |
Fuller H B Co
|
78,927 | $4,868,217 |
All Filings in RPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,408,924 | 144,959 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $16,396,640 | 157,660 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,670,989 | 166,873 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $18,541,431 | 168,804 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $19,139,024 | 165,448 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,712,474 | 168,312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,469,691 | 169,171 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,268,881 | 169,659 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $20,546,828 | 172,735 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,538,598 | 175,030 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $16,485,847 | 173,883 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $13,506,518 | 150,524 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,271,210 | 152,123 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,407,236 | 127,319 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,606,945 | 127,319 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,515,949 | 95,477 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,726,049 | 94,868 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,637,016 | 95,416 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,695,767 | 124,865 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,059,859 | 68,334 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,312,850 | 68,730 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,175,970 | 46,001 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,877,077 | 46,802 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,492,391 | 46,528 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,805,901 | 47,158 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||