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
Holdings in RPM
Shares Held
Position Value (USD)
25 quarters 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 13F history on record for this holder in this stock. | ||||||