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Equibles

SPEECE THORSON CAPITAL GROUP INC

Position in RPM — Rpm International Inc/De/

CIK 900169 MINNETONKA, MN
Back to RPM Full portfolio

Position in RPM

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$15,793,859
+$1,384,935 QoQ
Shares Held
142,095
-2.0% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#85
of 796 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

SPEECE THORSON CAPITAL GROUP INC holds $20,302,823 across 2 Specialty Chemicals names. RPM ranks #1 (77.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RPM
Rpm International Inc/De/
This page 		142,095 $15,793,859
2 FUL
Fuller H B Co
 77,354 $4,508,964

All Filings in RPM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,793,859 142,095
2026-03-31 $14,408,924 144,959
2025-12-31 $16,396,640 157,660
2025-09-30 $19,670,989 166,873
2025-06-30 $18,541,431 168,804
2025-03-31 $19,139,024 165,448
2024-12-31 $20,712,474 168,312
2024-09-30 $20,469,691 169,171
2024-06-30 $18,268,881 169,659
2024-03-31 $20,546,828 172,735
2023-12-31 $19,538,598 175,030
2023-09-30 $16,485,847 173,883
2023-06-30 $13,506,518 150,524
2023-03-31 $13,271,210 152,123
2022-12-31 $12,407,236 127,319
2022-09-30 $10,606,945 127,319
2022-06-30 $7,515,949 95,477
2022-03-31 $7,726,049 94,868
2021-12-31 $9,637,016 95,416
2021-09-30 $9,695,767 124,865
2021-06-30 $6,059,859 68,334
2021-03-31 $6,312,850 68,730
2020-12-31 $4,175,970 46,001
2020-09-30 $3,877,077 46,802
2020-06-30 $3,492,391 46,528
2020-03-31 $2,805,901 47,158