SPEECE THORSON CAPITAL GROUP INC

CIK

900169

City

MINNETONKA

State / Country

Stock

SJM — J M SMUCKER Co

Top Portfolio Positions

38 positions · $438,989,422 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,535,188	119,610	-7.5%	Shares	Sole	2026-04-29
2025-12-31	$12,646,735	129,299	-21.3%	Shares	Sole	2026-01-29
2025-09-30	$17,837,332	164,248	-1.2%	Shares	Sole	2025-11-20
2025-06-30	$16,318,777	166,179	+19.5%	Shares	Sole	2025-08-05
2025-03-31	$16,469,291	139,087	-1.7%	Shares	Sole	2025-05-01
2024-12-31	$15,580,328	141,485	+24.5%	Shares	Sole	2025-02-13
2024-09-30	$13,757,202	113,602	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$12,422,054	113,922	+23.2%	Shares	Sole	2024-07-29
2024-03-31	$11,640,961	92,484	+27.4%	Shares	Sole	2024-04-23
2023-12-31	$9,175,946	72,606	+0.7%	Shares	Sole	2024-02-23
2023-09-30	$8,862,671	72,107	-0.1%	Shares	Sole	2023-11-20
2023-06-30	$10,659,263	72,183	-17.9%	Shares	Sole	2023-08-03
2023-03-31	$13,835,655	87,918	-1.1%	Shares	Sole	2023-05-04
2022-12-31	$14,087,252	88,901	0.0%	Shares	Sole	2023-02-09
2022-09-30	$12,215,886	88,901	+3.2%	Shares	Sole	2022-11-03
2022-06-30	$11,024,477	86,122	-14.9%	Shares	Sole	2022-07-28
2022-03-31	$13,700,783	101,180	-31.3%	Shares	Sole	2022-05-04
2021-12-31	$20,011,447	147,338	+0.3%	Shares	Sole	2022-02-08
2021-09-30	$17,624,605	146,835	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$19,035,906	146,916	-9.7%	Shares	Sole	2021-08-10
2021-03-31	$20,575,043	162,610	+37.6%	Shares	Sole	2021-05-13
2020-12-31	$13,662,648	118,189	-1.6%	Shares	Sole	2021-02-08
2020-09-30	$13,868,753	120,055	+9.9%	Shares	Sole	2020-11-05
2020-06-30	$11,561,012	109,262	-1.2%	Shares	Sole	2020-08-03
2020-03-31	$12,273,714	110,574	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.